Configure Integration With External Sales Applications

1. Configure and Enable Embedded Intelligence

Alright, so welcome to this tutorial. In this tutorial, you will learn how to configure and enable embedded intelligence. So we'll be talking more about AISales Insight, which is a free version available with a Dynamics 365 Sales license. As a result, Dynamics 365 embedded intelligence suite. which is sales dynamics 65. Insights help organisations learn more about their customers, their behavior, and alsobuild long term Winwinrelationship.As a result, it examines customer interactions from Dynamics 365 Apps and Exchange. So when you sign up for Dynamics 65 Sales, a free version of Insights is available, which can be used by organisations if they want to get into more details and more advanced levels of analytics as well as intelligence, then they can go for the advanced version. So embedded intelligence is comprised of three components, and this is free for Dynamics Five Sales. The first is Sales Insight Assistant, and with the help of Sales Insight cards, you can get insights, which were formerly known as Action Cards. The next is email engagement. It tracks email activities like sent,opened links, clicked, and reminders. And the third one is Autocapture. So, in Dynamics 365 sales, autocapture relevant emails. Now the user can see those emails in the Dynamics 365 Timeline. These will be emails available only to the owner of the mailbox. If they want to track this in Dynamics 365, they can track it and it will be created as an emailactivity and be visible to all the users. So it depends on the salesperson or the user to decide if they want to track an email in Dynamics365 and Sales Insight Assistant shows insight cards on the users' dashboard based on the priority and it helps your team members perform tasks on time and increases productivity. And administrators can configure these embedded intelligence components in Dynamics 65, which is at the global or organisation level. And then users can personalize, based on their requirements, what they want to see and what they don't want to see in their personalised settings. right? So this is the basis of how you can enable embedded intelligence and Dynamics 365 Sales. So that's it for this video, and I will see you in the next video tutorial.

2. Implement Dynamics 365 AI for Sales

Okay, so welcome to this tutorial. This article will go over the advanced version of Dynamics 365 AI for Sales. So, as you know, with Dynamics 365 Sales, you get free components of Sales Insights. But if you want to get the advanced insights,then you need Dynamics 365 Sales Insight licenses. So, the advanced features of Dynamics 365Sales Insight are categorised into First AssistantStudio, which has full capabilities. In the free version, you have limited capabilities. Then we have Productivity Intelligence, we have Connection Insights, productive models, and Sales Accelerator,which is right now in preview and depends on when you're watching this tutorial. It may have come out of preview and may be available. And sales insights are constantly evolving. So you may expect more features or the terms that you are looking at may change,but the concept will remain the same. Okay, so Microsoft may choose to advance a few things. Maybe they will remove something or bring something better with more features and a better experience, right?So let's first talk about studio assistants. So, under global settings of Sales Insights, you can click on Inside Cards. So here you can see, you have a home. You have inside cards and Optimize Ranking.So when you enable advanced features, you will see these options. So inside cards are basically that's something we've already seen in the free version here. You can enable those inside cards and also disable them and you can make some changes as well. And you also have something called Optimized Ranking. Now, inside cards are automatically prioritised based on the AI ranking rules. But if you want to customise it and define it specifically for your organisation or clients' organization, then you can do that here. So you can define, for example, you want to see cars related to an account with an annual revenue greater than, and then you can enter a specific amount, right? So if there's an account that has annual revenue greater than a specific value, then the inside cards related to that account will be prioritised and will be visible to the sales representative's dashboard. Similarly, for opportunities, if you want to prioritise some opportunities that have an estimated revenue greater than something, then you can define that as well.

So based on the entity as well as the field, there are conditions like greater than, less than, equal to, so there are different conditions you can define. So when you enable this, the system will optimise the ranking and will prioritise the rules that you have to find. So let's see the assistant studio in Dynamics 65. All right, so here I am in Dynamics 65. Now to go to the Sales Insights, you need to click Sales Inside Settings, and there in the global settings you can see the overview. So, by default, you will see the free version. Then when you click "Try Sales Inside," it is going to install the solution. Now it may take some time to enable and install the Sales Inside solution. So maybe 30 minutes, or maybe more than that. So you have to build a patient with the sign up process and, once it is signed up, you will see this kind of screen, okay? And you will see this message called "Success." You have access to the full Sales Insideexperience and the trial is valid till what? And then you can click Trial to buy the SalesInside if your organisation chooses to do that right. The first thing we talked about was Assistant Studio. So when you click on Assistant Studio home, So here you can learn more about Assistant Studio when the inside cards are shown and how to create an inside card with Microsoft Power Automate,how to promote inside cars and different combinations. I would highly recommend you to click on this and read more about it. Okay? That's a very good way to learn to become an expert in Assistant Studio. And then here you can see the popular cards.

So you have popular cards; a recent meeting that was missed; a close date, a closed date; a coming soon, an upcoming date There are three disabled and there are three enabled. So you can just edit in the advanced version of the full Insights experience. You will see another tab called Settings. Okay, so you can define it for which role you want to show this particular card, right? So you can see the card details here. And also, you can click Settings, define the roles, and also make this card a high priority. So it means this high priority card will be ranked higher than any other card. It means if you have two different cards and this one is a high priority, the system will show this on the dashboard of the salesperson or the person who is using it. For the disabled one, you can turn on the card again. You can click Edit, modify these settings, and for each, you may see some additional settings as well. High priority and security roles will be common. But you also have an additional feature for thismissed email cards saying "Unread Email Threshold Limit." It means if you have missed an email from any client, which is like two days or three days, the system will show you this missed email card so that you can read that email and follow up with the customer. Right, so you can enable it if you want. Like this, you can turn it on and it will be available here.

Similarly, you have a recent app and a high priority. So here you can see all the priority cards and here you can see all the cards that are created by your organization. So we will launch a separate course on how you can create insight cards and how companies can make full use of Sales Insights. That is for a different course. This is good enough for you to learn about SalesInsights as well as for the progression of the exam. And if you want to allow users to snooze or dismiss any inside cards, Then you can see that here. So the undo notification will appear for 4 seconds. How many seconds do you want to give the user after they have shaved it? So for example, let's go to Sales and dashboard and here you have Relationship Assistant, so you can see the closing opportunity. These are three. Now I have the option to snooze or dismiss. So if I click Snooze, it will be gone if I click Dismiss, and then it will ask if this card was useful. And you have about 4 seconds to choose that if you want it to be more than that, say 5 seconds or maybe 10 seconds. So after you define that global setting here, for example, the undo notification will appear for 10 seconds, and when you click on Dismiss it will basically stay there for 10 seconds.

Now it may take some time to update that and users can also change the setting under their personal settings, so they can go here and under Insight cards they can scroll down and if it's blank, then the system global settings will be available in case if a user wants to do it themselves, they can define it here. This is a personal setting as per user requirements, and this is at the global level. Similarly, you have optimised your ranking. So, for example, you want to optimise things that are related to opportunities. So these are the four things available with estimated revenue greater than, equal to, or equal to or less than greater than say 1000.Then we can just save it and this card is enabled now. So this will be prioritised and will be available first, and then other prioritisation will be taken care of. Similarly, you can define it as foraccount contact and leads, right? So that's how the assistant studio works and I would suggest you check out these cards and see what each card does. So it's easy for you to understand and maybe when your client asks you to configure something, you know what is available. If it's not available, then you can create a new insight card.

So let's move to the next section. The next section is Productivity Intelligence, so it is available in the global settings of Sales Insight. So in a global setting, you will see productivity insights and it has autocaptureemail engagement and notes analysis. So, Autocapture allows users to capture emails and meetings from Outlook, their mailbox, which is Microsoft Exchange. For that to work, you need to enable Exchangeintegration with Dynamics 365 using server side synchronisation and also approve each user's email address manually. Also, if you want to use premium Autocapture, which allows you to capture emails, meetings, and contacts from Outlook, so your sellers can easily stay on top of customer interaction and spend less time entering data. So when you enable this, users will be prompted to allow Dynamics 65 to access your Outlook data, to get the activities, and for contact suggestions,so you can enable that as well. So this is good for capturing data and getting information in one platform and not going back to Microsoft Exchange like Outlook. So if you get the information manually, enter it in Dynamics 365. It can save a lot of time.

The next one is email engagement. So email engagement we have seen basically allows you to see the reception if the user has clicked on the email, or how many times they have opened the email, right? If they have replied to anything, or if there are any follow-upreminders that you want to set up and allow your sellers to set the reminders so that they can follow up. Once you enable this, it will be available on email activities. And the next one is notes and analysis. Whatever the things that you enter in notes in your contact interaction or your account interaction, then based on that, the system will analyse those notes and give you the actions that you may need to do. Let the system interpret what you mean and what the next step or the best step you must take as a seller. So let's see that in Dynamics 365. All right, so here I am in sales inside settings. In the global settings, we have productivity intelligence. The first is auto capture. So there was some problem with it starting up because I stopped it. In between, I refreshed the page, something like that, and there was some issue. But when you sign up for the premium version or try the sales inside the full version, you let it run for some time and don't interrupt. Okay, so here you can see the autocaptureis enabled, and for that you need to connect with Exchange using server side synchronisationandapprove each user's email address. And this is a premium auto-capture preview. If you want, you can enable it and it may work for all security roles or any specific security role that you want to define.

If you want to remove any security role, then you can just click on this cross against that security role and it will be done. Here you can choose the communication channel that you want to capture content from. So, email, calendar, contact. So these are three things that the system will capture content. Okay, so any meeting that has come on,any new contact that is added in MicrosoftExchange, then it will be captured here. You can save it and it is enabled now. Okay, the next one is email engagement. So if you want to see the email engagement activities that we have seen in the previous tutorials, then enable them. They will be available to all users that are using Dynamics 365 Sales. The next is notes and analysis. So Notes Analysis, as I said, will suggest what kind of information that you are entering in Notes and it's going to be analysed and will suggest actions based on that. So you can enable it. It is enabled and now the system will work. If you want to learn more about it, you can just click "learn more" and here it shows everything. So the information you capture on Notes and System will provide you with suggestions such as scheduling a new appointment or contacting this person to schedule a meeting. So go through this and it can really be helpful to learn more about it, right? So these are the three components of Productivity Intelligence.

Let's see the next one. The next component is Connection Insights, so you can enable relationship analytics for your organisation and it gets information from Dynamics 365 and Exchange. So, if you want to see email communication details or anything related to tasks that you configure and use in Exchange online, you must also grant data source access to Exchange. Okay? And you can define the activity influence, so you can adjust the relative importance of different activity types in determining the relationship help. So emails Messages and for these you can define numbers and how often you want to communicate with your customers. You can define here once a week the different options that you have and if you don't have any interaction during that time. The system will give you those actions and reminders to maybe contact the customer and send an email or connect with the customer, so they can really help to keep track of the interactions. Understand your customers and improve your relationship with your customers.The next one is talking points. So Talking Points can be extremely useful for sales team members or sellers to remember what they discussed with the client as well as what other points they can discuss.

So, for example, if you are having a conversation with a client and you have talking points prepared for your organization, if you send an email and the customer replies with information about their vacation, family, health, or anything related to the sports they are interested in, If they send anything related to that The system will automatically analyse and put those points into your talking points. Okay, so you can see that in your TalkingPoints section and it is a good way to remember that what this customer is going through or what is their estate and which can really help your seller or the salesperson to frame their discussion and talk about the points that can really help in building a relationship and understanding the customer better. You can categorise them into four sections. As of now, you can see the next component of Connection Insights is who knows whom. Currently, it is available for the North American region. So if you have signed up for Dynamics 65 regions selected as North America, then you will see this feature available and you can turn it on. So it's a very good way for you to know if there's anyone in your organisation who can introduce you to the lead that you may be working on. Okay, so what does it do? It basically leads the interactions between Exchange and other communication channels. For this to work, you need to enable the connection graph in your Microsoft 365 Admin Center. And once you enable this, then the connection graph will help Dan Mix 365 learn more about collaboration and communication details from the user's Exchange account, right? So it gets information from Exchange and it will tell users that there is anyone in the organisation who can introduce you to the lead that you are working with or any potential opportunity, right? So for that, you can select an email template. So this is an email template that is available out of the box, so you can select that in case you don't want to change it.

Then you can create a new template that you can use to send introduction emails to connections and define it here. So let's see Connection Insights in Dynamics. Under Connection Sites we have RelationshipAnalytics and you can enable this feature. So just click Enable and you need to have Dynamics 365 and Exchange information to improve the accuracy of analytics. Click Save. Now it is Activating Relationship Analytics, so it may take some time to enable it. Then you will see more options to configure. Okay, so this is enabled. Now with the existing Relationship Analytics, you can see the overall opportunity relationships, the interaction with the customers, and pattern trends. But what if you want to know more about the similar kinds of opportunities that you have already worked on, how many opportunities you have won, and what the learning from those opportunities was? So if you want that kind of thing and let the system suggest some actions, you can enable this preview option and, as you can see, it says unlock a modern design and enhance insights with an improved AI model that compares opportunities to others that were closed as one.

Okay, so it will check with the existing opportunities that are similar and will suggest ideas. So these KPIs can be really helpful. If you want to learn more, you can just click here and get it. If you want to enable this feature, then you can do that. You need to agree to the terms because it is in preview right now, and once it is generally available, you will be able to use it fully. So this feature may be changed based on the feedback that Microsoft gets. If it is enabled, then you have Relationship Health. So here you have the ratings. You can define the importance of them. So for everything it is six, which means that everything has relative importance. If you think that emails are more important, then you can increase them to others and then they will be prioritized. So if your organisation sends more emails than communication through meetings or phone calls, then you may want to adjust that particular activity, right? If you think the tasks are very small, you can just reduce them. So, based on the organization's policies and structures, you can modify that and then define the communication frequency. So how often do you communicate with your customers? Is it once a week or every few days? Once every couple of weeks or once a month? So this is at the organisation level, so before you enable this feature, you need to first understand and finalise how the organisation will work. For example, once a week communication is fine, or based on the industry of the customer or the business they are in,you may want to change it to something else, but please note that this will be at the global level, so you will not be having like for some you have a couple of days, for other customers you may have a week, right? So it will be at the global level.

So once you're done with this, you can just click Save. And please note that for many of these analytics, you need some data. So right now, you can see in this scenario for similar opportunities preview, you need at least 30 opportunities closed as one and 30 opportunities lost in your organisation to make this new KPI work. Okay, so this is important and, similarly, this will work for the predictive model as well. So that's how you can configure this. You can go to the next one, which is talking points. The talking points: you can enable the talking points here and choose which category you want to add those talking points to. It's health, family, and sports. If you don't want to categorise them as entertainment, you can just remove this or any other thing that you don't want to include. So we can just do this and click Save and it is enabled. You see that you don't have the home option here because it is currently available in the North American region, right? And if you want to learn more about it, you can sign up for a trial and see it. Okay, so that's how the connection sites work. Let's see the next one. The next sales insider feature is predictive models. So the first is lead scoring, which allows you to score leads based on the existing data, so you need at least 40 qualified leads and 40 disqualified leads.

After you have minimum qualified and disqualified leads, the system will start suggesting you the lead scoring, and this is a very good way for the system to tell you which lead has a higher probability of closing and which has lower probabilities. So the sales team members can follow up with leads quickly and try to close them as soon as possible if the lead scoring is high. If the lead scoring is low, then they may need to take some time to build a relationship with the lead and then close it. So it's a very good way to analyse and also take actions accordingly. The next option is premium forecasting. So Premium Forecasting can be very useful for systems to tell you how much revenue your sales team members can expect to close, and it looks at historical data as well as the current trend. So based on that, it predicts and suggests how much revenue they can expect to win. Plus, it also gives you the option of forecasts. So you can compare forecasts from different moments to better understand how the trends are moving and also how the leads and opportunities are moving through your pipeline. So we'll talk more about this in detail when we go for courses specific to sales insights.

But this is a very good feature that can be used and, presently, it is going through a lot of changes, so I would highly recommend you keep watching this and see how it develops. The next one is opportunity scoring. So similar to the lead scoring, you also have opportunity scoring, and for this also, you need at least 40 opportunities closed as lost and 40 as one, right? So let's see that in Dynamics 365. So here we are under predictive models. lead scoring and to enable this feature, you need at least 40 qualified and disqualified leads since this particular period, right? And then only it will create a model. Once you have at least 40 qualified and disqualified leads, effectively scoring will go through. This will analyse information and suggest the lead score. The next one is opportunity scoring. It works similar to leadscoring but predicts opportunity scores. So you will see in the list of opportunities the score of each opportunity and then you can take decisions based on that. You'll also need 40 closeas one and close as lost. And the last ineffective model is Premium Forecasting. So you need to enable premium forecasting. So once you enable it, it basically allows you to track what the target that you have set and what the current status is. You can see the predictions from the system. So you can enable forecasting here. Click Enable. So it is enabled now.

Then you must specify which template you want to use, whether it is an organising chart forecast or a Territory Forecast. So this is where the territory definition is important to define, and if you want to choose an organisation chart, then you need to define this as well. So, for example, if you choose territory forecast, then here you need to give it a name. For the opportunity, what will be the underlying records you want to see? So, forecast view and then you can specify the schedule. So for the forecast period for the quarterly fiscal year, you want to start this forecast and the number of periods you want to include in this. So the forecast will start from quarter two and how many periods do you want to include in this forecast? So you can add two or three as per your requirements and it will check the forecast for the next two quarters as well. Valid from and two can be seen here. So let's test it. So between the trial forecast and the top of the hierarchy, we can choose which one it is. For example, let's choose Africa. And here you can see the preview. If you don't have a dietary hierarchy,then you have to create one. Click Next, then you need to define for territory what is the lookup field that will be the owner of the forecast for each level. So you can choose "Manager" and any additional security roles required. So we can just say "not required." We can just click next. And here you need to define the option sets that are required to be included in the forecast. So you can select an option. You can choose these things. Okay, different options are available. So when you select this system, we'll use this information to populate forecast data.

So, for example, we can add budget to select it and it will be added. And for many fields, you will see that it is not configured. So you need to manually configure those fields. So you can just click Configure and define the settings here. So we'll not go into detail about this because it is too advanced for MB, two 10 certification preparation, and for learning the basics of Sales Insights. We'll cover this in our advanced programmesAs it is still evolving, there's a lot of learning that needs to go into this. So we'll just close this for now, and you can basically define the forecast as per your requirements for the specific periods. Let's move on to the next one. The next one is the Sales Accelerator, which is in preview stage right now. When you enable it, you will see the Sales Accelerator preview. So here you can learn more about creatingSequences, which is in the preview stage, and also the fun things that you can see. So set up predictive scoring, which is in predictivemodels, and also configure dialogue so that your sellers can make calls directly from the Sales Accelerator. The next is content and layout. So here you need to choose whether the SalesAccelerator should include activities that you have scheduled for leads or opportunities or for both. And you can select both of them, or you can choose one of them as per your requirements, and the next one is Sequences. So here you can define the sequences as per your organization's needs and you can define multiple steps to a sequence. And each step will generate a work item that you can see on the dashboard.

So just above the dashboard you will see a link forSales Accelerator preview and there you can see the sequences. This is an example of a sequence. The first step is to send an email, then wait for 15 hours, then make a phone call, then update the lead details, then wait for one day, and then call for the closing sale. This is just an example. In a real scenario, the administrator will define these sequences as per the requirements. right? So let's see that, so for that you need to click Google settings and under that we have Sales exploratorso you can agree to preview terms and conditions and now it is available. Here you can create sequences, so the first thing you can define is where you need to include the scheduledactivities connected to leads and opportunities. So if you choose Leads, then you want to get leads from Sales Insightsor from Leads or similarly for opportunities, you want to use it from Sales Insight. If you're using Project Service automation, then you can choose this one. If you want to get it from Field Service, then you can use this.

Or if you're just using Dynamics65 Sales, then you can choose Opportunity and who should have access to the Sales explorator. You can define the security roles. If you select all, then everybody will have access to that. Finally, you can just click Publish and then the Sales accelerator preview will be available so it is enabled now and then. You can create a sequence if you want here, so you just click Create Sequence and you can just click New Sequence. Give it a name so we'll configure the same oneleads from the website and the entity will use LeadClick. Here you can choose activities, so you can define email, you can add phone calls and tasks. So for example, we say task, then you give it a task. Lead. So we can wait for a certain time and then we can add these things, so we can wait for days or hours. So wait for 4 hours and then you add a new step. Once you're done with defining all the steps, you can just save it and finally you can activate it. Okay, so we need to specify one more time, close it, and we can activate this and click yes. And how do you want to use this? So you can use this by connecting sequences, so you can go to Lead and you can open a record and you can connect the sequence. The system will automatically generate tasks which can be seen by the salesperson to perform actions.

Let's give it a few seconds to activate. It is enabled now. If you want to see it, you can see it from the Sales Accelerator. So this is a Sales Accelerator preview thing that is.defined. So for every user, they will have the task list. A work item will be created and that work item the user can complete so they can stay on top of their work list and make an effort to finish their work list every day. To use the sequences, you can go toLeads and here you can select the records for which you want to connect the sequences. You can select one or you can select more than one and click Connect Sequence. And then here you need to choose the activated one. So you selected that and clicked Connect. So the sequence is connected. So you can also enable it for more than one person. Click Connect sequence, then select that sequence and click Connect. So once it is done, you will see a message that says "Sequence is connected" and then you can go to the sales accelerator. And here you will see the tasks, right? So these are the work items created for the user. And here you can see the latest tasks. For this particular lead, it is a call lead. and due by this specific time, and once the task is completed, you can just click "Complete." It gives you a message that once you complete this particular task, the next item on your work list will be loaded automatically.

So you can just click this or you can just click don't show me again. So just click the next work item. And right now there's a wait of 4 hours, right? That's what we configured. And after that, the close leaveaction thing will be uploaded. So when you close this, it has gone from the list and then we have the next item on the work list, which is for this lead. Once we complete this, it goes to the next record. For all the records that you have connected in sequence, they will be available. And here you can see it will wait for 3 hours and 60 minutes. And in case you want to skip the time,you can just click here, skip the wait time, and then you will see the next task. So the next task is available. Let's refresh it here. Okay, so for Brian also, the next task is Close Lead. And for Deborah also. It's a close lead, right? And for the people, it's called lead. This is the first step. So once it is done, you can just click MarkComplete and that work item is gone from the list. Similarly, you have content suggestions. So for example, if you go to Leads and you open this lead here, you will see an email. So this is the email that I've previously received previously.You can see a kind of highlighted thing. So if you click on this, it will give you a task addition. So, new assignment Select a task.

You can just say "Create" or you can just say "Edit and Create." So when you click Create, it will create a task automatically for this particular thing. So we just refresh the timeline and the task is created. You can modify the task and complete it once it is done. Similarly, you have activity suggestions here, so that's something you can see once you have the activities suggested by the system and the contact suggestions. These are for the auto capture preview that we have seen,so it's a very vast topic and we'll cover more of this in our detailed courses for each of these topics. So I would highly recommend it for your learning perspective. Go through each component of Sales Insight and see how it works in the exam. You may expect a few questions on this topic, but it is always good to learn more about it and be prepared. Right, that's it for this tutorial, and I will see you in the next video tutorial.

3. Implement Social Selling Assistant

Alright, so welcome to this tutorial. In this tutorial, you'll learn the basics of social selling. assistant Now it is going through a lot of changes, so you may not be able to install it,configure it, use it, but for the exam preparation, we'll just cover the basics of it, right? So Dynamics 65 Sales Social Selling Assistant leverages social media to help sales team members connect, interact, share knowledge, build trust and, ultimately, generate more leads for business. So I'm sure you must have heard of Microsoft social engagement. That was the Social Engagement tool introduced by Microsoft, but it is now discontinued. So Social Selling Assistance works on top of it and can really help the sales team members to be social,connect with their leads, and generate more business. So what are the requirements for installing social setting assistant? Now this is a prerequisite as it was, but it is going to change, so it may change. So first is Dynamics 365 Online, which is the December 2016 update or later, and the licence you need for both Dynamics 65 Online and Social Engagement. Now Microsoft has discontinued this, but this is the basics to know if Microsoft plans to launch a new platform, a new solution, or maybe improve this,then we'll update the content accordingly.

But for existing things, you will see that this is a prerequisite and you need to have a systemadmin role or customise the role for Dan Mix365 online and administrator configuration role, power assistant configuration role, and responder interaction role in social engagement If you go to the Microsoft website now, you will see this. According to the statement, "we have decided to focus on providing insights about broader market patterns and customer trends by enhancing capabilities in other Microsoft products based on market trends and strategic directions." So, effective January 16, 2020, Microsoft Social Engagement will be discontinued for all Dynamics 365 customers and will no longer be included as a part of the Microsoft Dynamics 365 licence entitlement for new customers. So it is no longer available. And as we get a new update, we are going to include a new training tutorial and you will learn more about it. So as I mentioned, presently you cannot install Social Selling Assistant and it's going through changes. So, for exam preparation, you can use the MB Two 10 exam preparation book, but because it is no longer available, I believe Microsoft will remove it from the exam curriculum for the time being. So, right now it is available. So it is good to get the basics of it so that you are prepared for the exam. But Microsoft may choose to remove it from the exam curriculum. But let's be prepared. We don't know what we may expect in the exam. So just get the basic overview of Social Selling Assistant,the prerequisites, what it needs and the roles that you need for configuring it, and I think that is good enough for you to prepare for the exam. So that's it for this tutorial and I will see you in the next video tutorial.

4. Implement LinkedIn Sales Navigator

Alright, so welcome to this tutorial. In this tutorial, you will learn how to implement LinkedIn Sales Navigator integration with Dynamics 365. So, LinkedIn Sales Navigator is a great solution to take social selling to the next level. As you know, LinkedIn is a business professional network. Most of the people on LinkedIn are focused on their career and how they can improve their business by either selling or purchasing products from different companies. So LinkedIn is a great place, and you know that LinkedIn is owned by Microsoft. So Microsoft has created a really good platform to integrate Dynamics 365 Sales with Sales Navigator. And it can really help organisations take their social settings to the next level. And please note that LinkedIn and LinkedIn SalesNavigator are two different platforms. Okay? So LinkedIn is typically where you can sign up and create your profile, as well as your company pages. That's basically the free version of LinkedIn. But if you're looking to sell your products and services, generate more leads and interact with people and reach your target audience, then LinkedIn Sales Navigator is the solution and it is a paid version. It works with the same data set.It means that the underlying data of LinkedIn, the people, their profiles, their jobs, their updates,everything is used by LinkedIn Sales Navigator to give insights to the people who are actively looking to generate more business for their companies. right? As a result, you can combine dynamics, visit device, and LinkedIn sales navigator. You can go from Settings and from Settingsbusiness Management and then to LinkedIn Sales Navigator.

So, once you enable the integration,it will install a solution. And once the installation is complete, you can enable and configure the related settings. So once it is completed, you click on "Go To Configuration" and then you have these settings. So you can enable Sales Navigator integration, which basically integrates the connector, and then you have to enable LinkedIn updates. So those things can also you can enable.So let's talk about the prerequisites of integration and functionality. So you'll need Dynamics 365 online, version eight, two, or higher. And the user who is configuringLinux Sales Navigator integration must be a system administrator in Dynamics 365. Also, you must have a MicrosoftRelationship Sales subscription in Dynamics '65. Or, you need to sign your team up for LinkedIn Sales Navigator. Enterprise LinkedIn Sales Navigator Also, please note that Sandbox installation is not supported at this time. And for it to work, you need to make sure that the installation is complete of the Sales Navigator for Dynamics 365 app. And the LinkedIn subscription you need is LinkedIn.Navigator Team or Sales.Navigator Enterprise edition. Plus, JavaScript must also be enabled in the browser. And you need to disable your popup blocker for the Dan Mix 365 domain that you are using. These are the prerequisites. For more changes, you can check the Resources section where I have given the link because if Microsoftchanged anything, then you can refer to it and you can get the latest updates from there. You must also enable CRM sync for photo refresh and LinkedIn updates to work. So you can check resources for a step-by-step process to enable CRM sync and how you can configure that. So let's see that in Dynamics 65. So we click settings under business management. And then we have Linden Sales Navigator. And now you need to install this, so you can read this.

And once you're okay with this, just click Continue. Now it is installing, so it may take some time to complete the installation. And once it is installed, you will see the status as installed, and then you can go to configuration. Just wait for some time and we'll show you once the installation is completed. All right, so now the installation is complete. It may take some time, like 25, 30 minutes. So you have to be patient, go to configuration, and it opens up the same screen where we started the installation, right? So now you just click on LinkedIn Sales Navigator. So here you need to enable Sales Navigator integration. So once you enable that, then only you will start getting the information in Dynamics 650 and you can have synchronization, right? So just enable it. You can also choose to enable LinkedIn updates and photorefresh. So for this, you need to configure CRM sync. Okay, so let's click CRM Sync here. Let's enable these two as well. And we can just click OK, or you can just click more details to learn more about it. So now the LinkedIn Sales integration is enabled,but we need to now configure it. So here you have the configuration guide, so you can just click on View Guide. It basically takes less than an hour to setup and you need to have a Microsoft Admin account. So I would suggest you go through these prerequisites and then you get started. You need to have a LinkedIn sales navigator account. So for that, you need to click Admin, admin settings.Under that, you need to connect to CRM. And once you connect to CRM, then you'll need to authenticate Dynamics 365 for integration. So once it is authenticated, then you will be connected to Microsoft Dynamics. It will show up under CRM settings and a successful connected sync is in progress. As you can see, you can learn more about something like this. If there's any errors that you see, then how to fix those errors; the sync status and disconnecting yoursync; the configuring of the Sales Navigator CRM settings.

So once you have completed the sign up process, it will be connected and you can go to Dynamics365. You can go to Contacts and we can just refresh it and you can open any contact. Then you will see a tab called LinkedIn Sales Navigator. And here you can see the LinkedIn profile which is associated with this particular email. And then you have the account profile and if there is any link in emails that you can send to this user, So right now I have LinkedIn SalesNavigator, but not the team edition. That's why it's asking me to upgrade. You can click Upgrade and then complete the signup process and you will start seeing those things. But please note that this is chargeable. So if you want to test it and see for yourself, then you might want to do it. OK, so for every contact you will see the LinkedIn related information and you can manage a lot of things from here as true leads. And let's take the lead. And for leads, you also have the LinkedIn Sales Navigator tab, right? So a few entries later, you will see this tab, which can be used to get insights from LinkedIn about a specific lead or contact. And then, based on the information that you receive from the LinkedIn Sales Navigator team, you can make decisions, decisions.And you can approach your client and you can be prepared to move this lead into the next stage. So that's how you can integrate Dynamics365 with LinkedIn sales navigator and leverage the power of LinkedIn sales navigator. So that's it for this video and I will see you in the next video story.

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