LinkedIn Sales Navigator for Dynamics 365

by Microsoft Dynamics 365

(11 ratings)

Harness the power of LinkedIn Sales Navigator with Microsoft Dynamics 365 for Sales

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
  • Get recommended leads and contacts who can help you connect with a company and establish relationship. With the Advanced Plus license, uncover leads that closely match your selected target buyer's persona and access more insights about the leads

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

At a glance