LinkedIn Sales Navigator helps the sales team members prospecting for new business, and connecting it to Dynamics 365 Sales ensures that the generated prospects are maintained and nurtured. Enable and Setup LinkedIn Sales Navigator for Dynamics 365 is the first step for the sales team to access the insights from within Dynamics 365.
Install LinkedIn Sales Navigator Solution
LinkedIn and Microsoft have developed a Dynamics 365 solution that is available in Microsoft AppSource. To install the solution from Dynamics 365, From Advance Settings > Settings > Customization > Microsoft AppSource. In the pop-up, search for LinkedIn Sales Navigator and choose LinkedIn Sales Navigator for Dynamics 365.
Installing the solution will take time and to check the installation status go to the following link:
admin.powerplatform.microsoft.com
From environments > Choose the environment > Dynamics 365 Apps
Sales Navigator Integration Settings
To install the solution from Dynamics 365, From Advance Settings > Settings > Business Management > LinkedIn Sales Navigator. Enable the following options.
Enable Sales Navigator integration
This option will enable Sales Navigator in accounts, contacts, leads and opportunity.
Photo refresh
Update Dynamics contacts with the latest photo published in LinkedIn. CRM Sync must be enabled.
Enable LinkedIn updates
Notify Dynamics 365 users when there contacts change their work. CRM Sync and Data Vadlidation must be enabled.
Connect CRM from LinkedIn Sales Navigator Admin
Using LinkedIn Sales Navigator admin account and from admin section. Click on Connect your CRM.
LinkedIn Sales Navigator supports integration with Salesforce and Dynamics 365.
After selecting Microsoft Dynamics, enter the Dynamics 365 subdomain.
Concent on behalf of your orhanization
Data imported from CRM
Using this feature, you can create LinkedIn Sales Navigator leads and accounts based on Dynamics leads, contacts, accounts and opportunities.
Sales Navigator Leads
- User’s opportunities contacts
- User’s contacts and leads
- User’s accounts contacts
Sales Navigator Accounts
- User’s opportunities accounts
- User’s accounts
Opportunity Stage
Set the oppotunity stage when will the leads and accounts will be created in Sales Navigator.
Data exported to CRM
- Messages and InMails
- Calls
- Notes
Users will be able to sync back the following to Dynamics 365 from LinkedIn Sales Navigator
ROI Reporting
Using the ROI reporting feature the sales team and sales management can mesure LinkedIn Sales Navigator impact on the company’s business.
Users need to set the mesurable field, where the revenue is stored and in which currency.
