Step by step – LinkedIn Sales Navigator integration with Dynamics 365 Sales


To enable the LinkedIn Sales Navigator Integration with Dynamics 365 Sales, navigate to App Settings >> General Settings >> LinkedIn Integration and click on Enable LinkedIn Integration

We can do the same from System Settings >> Business Management >> LinkedIn Sales Navigator

Click on continue to install the LinkedIn Sales Navigator

LinkedIn Sales Navigator solution will add the LinkedIn Sales Navigator controls to the default forms of Lead, Opportunity, Contact, and Account.

The controls are LinkedIn Sales Navigator Lead control and LinkedIn Sales Navigator Account control along with their corresponding lookup controls.

These controls can be added to any other entity as well.

https://docs.microsoft.com/en-us/dynamics365/linkedin/integrate-sales-navigator#unified-interface-apps-sales-navigator-controls-for-the-unified-interface

The installation process will start.

The installation should complete in 10-15 minutes.

Click on Go to Configuration, select LinkedIn Sales
Navigator and enable it.

Toggle to Yes and Save the settings above or within the Sales Hub >> App Settings

The installation process has installed the below LinkedIn solutions.

We can see the LinkedIn Sales Navigator tab added to the Lead, Opportunity, Contact, and Account form.

To configure it further click on Sign in as a different
user

Enter your LinkedIn credentials and start the free trial of the Sales Navigator
Team.

After setting up the trial we can see the details populated in the LinkedIn Sales Navigator tab.

The sample contact record –

The sample lead record –

The LinkedIn Controls for member and account profile on the form are bound to Last Name and Company Name fields (single line of text field) inside the Lead form.

Similarly, we have lookup specific LinkedIn control

Here we have added the LinkedIn Lead Lookup Control in Opportunity form for the contact lookup.

The result –

The Match will associate the profile with the record.

Now back in our LinkedIn Sales Navigator, navigate to the Admin page

Click on Connect to CRM to configure the integration.

 

We have selected the Sandbox environment here

Enter the domain name of the Dynamis 365 Sales organization and Log In

Provide the requested permissions

Step 1 of the wizard will provide the details of the connection.

Click on Configure Settings

  • Data Imported from CRM (CRM >> LinkedIn)

We have the option to import/sync Leads, Contacts, and Account records from CRM to LinkedIn Sales Navigator.

 

  • Data exported to CRM (LinkedIn >> CRM)

We can export messages, InMails, calls, and notes from LinkedIn to CRM.

The Sandbox users’ steps require the exact email match between the LinkedIn Account Center user profile and CRM’s user profile.

Advanced Features


Data Validationhttps://business.linkedin.com/sales-solutions/sales-navigator-customer-hub/resources/data-validation-dynamics

Log to CRM option gets enabled after we have connected LinkedIn Sales Navigator to CRM

Notes à

Messages à

Back in the timeline, inside the contact record, we can see them added to the timelines.

We can also send InMail messages to the contact

Back inside our LinkedIn Member Profile, we can message and connect with the profile populated from within the Contact form.

Sample Account Record shows the News and Recommended Leads

News à

Here we saw the basic steps we need to perform to integrate Dynamics 365 Sales with LinkedIn Sales Navigator and the features provided.

To sum up –

  • LinkedIn Controls will be added to Dynamics 365  Sales for Member profile, Account Profile and InMail.
  • We can import Leads, Contacts, and Account records from CRM to LinkedIn 
  • We can export messages, InMails, calls, and notes from LinkedIn to CRM.

Get all the details here –

https://docs.microsoft.com/en-us/dynamics365/linkedin/integrate-sales-navigator

Hope it helps..

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Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

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