Copy and alter the existing theme
- Go to Settings> Customization.
- Choose Themes, and then choose Dynamics 365 Default Theme.
Step seven: Import your data
- Import the contacts.
- Import the accounts, leads, or other data.
Default global toolbar
- Search.
- Create.
- Settings.
- Presence.
Edit a LinkedIn lead matching strategy
- Go to Settings > LinkedIn Lead Gen > Lead Matching Strategies .
- select the matching strategy that you want to edit in the list,
- To add an additional LinkedIn field mapping record, select, Add and enter the name of the LinkedIn member field.
- To remove a LinkedIn field mapping record, select and Delete .
Implement Field Service
- General Field Service implementation best practices (YouTube).
Create an account
- Go to Sales> Accounts.
- Choose New.
- Fill in your information. Use the handy tool tips as a guide.
- click on Save.
Edit the LinkedIn field mapping
- Go to Settings> LinkedIn Lead Gen> Lead Field Mappings.
- Select the field mapping that you want to change and then click Edit.
- Change the mapping or rename the field mapping and then select on Save in order to apply your changes.
Deactivate or delete a connection
- Open the record that you want to deactivate or delete the connection from.
- click on the related records drop-down menu next to the record name, and then click on Connections.
- Select the connection that you want to deactivate or delete, and then click on Deactivate or Delete depending on the requirement.
Create a new template from scratch
- Go to Marketing> Templates> Customer journey templates.
- choose New on the command bar.
- Set up the template and make all the settings just as you would want a standard customer journey.
- Save your template when you're done.
Identify the content settings to use in a customer journey
- Go to Marketing> Marketing Execution> Customer Journeys.
- Find your journey in the list, or select New in the command bar to create a new one.
- Go to the General page of the customer journey record.
- Use the Content Settings field to choose the Content Setting record that applies to the current journey.