Create a seamless experience between Sales Navigator and Microsoft Dynamics 365 for Sales. Empower sales reps to build meaningful relationships, sell smarter, boost productivity, and accelerate sales performance.

This app is required to enable Embedded Profiles, CRM Sync, and Activity Writeback.

Embedded Profiles

Gain LinkedIn insights on companies and people by viewing headline information, recent activities, news, and job changes directly on customer record forms
Get a clear view of the organizational structure with LinkedIn’s live org chart integration within Unified Interface
Personalize engagement by surfacing warm introductions through your network or colleagues, or use icebreakers to identify commonalities between you and your prospects
Reduce busywork with one-click access to LinkedIn InMail and insights where you need them

CRM Sync and Activity Writeback

Seamlessly transition between Sales Navigator and CRM through direct links offered on all matched Lead and Account pages within Sales Navigator
Identify and connect with the right buyers by filtering Sales Navigator searches based on whether or not contacts and leads are in CRM

Keep track of key activities such as InMails, Messages, Notes, Calls, and PointDrives sent by automatically saving them back to CRM

Save time and effort by auto-importing matched Contacts and Accounts associated with Open Opportunities into Sales Navigator

Administrators can tailor Dynamics forms to show LinkedIn Sales Navigator profiles of Contacts or Accounts in any layout to fit specific business needs.

This integration requires Dynamics 2016 (online) or Dynamics 365 (online), and Sales Navigator Team edition or above.

Installation Instructions:

App and Embedded Profiles Installation Instructions

CRM Sync and Activity Writeback Enablement Instructions

LinkedIn Sales Navigator for Dynamics 365

Autor: Microsoft Dynamics 365