Users have the ability to send InMails and messages from Sales Navigator to LinkedIn contacts. Sales Navigator to Dynamics 365 Synchronization Keep in mind only accounts and leads will be imported, as we don’t track opportunity records in Sales Navigator. We can also configure in Sales Navigator at which stage opportunity related data is automatically pushed from Dynamics 365 to Sales Navigator. For Dynamics 365 users who are seat holders in Sales Navigator with CRM sync enabled (this can be done by navigating to Admin>Seat Management and clicking on the ‘edit’ button and checking the box next to ‘Enable CRM sync) accounts and leads will be automatically synchronized/imported to Sales Navigator. This integration does allow for synchronization/importing records from Dynamics 365 to Sales Navigator. There are other LinkedIn records that can be synchronized to Dynamics 365, which I will explain in this article.ĭynamics 365 to Sales Navigator Synchronization The integration currently does not create contact, lead or account records in Dynamics 365 for LinkedIn Profiles, but this is something that will be available soon. I also heard people say that all connections will be pushed to Dynamics 365 or that users have the option to choose which LinkedIn profiles are pushed to Dynamics 365. I’ve gotten several questions about this, and I feel like most people think that as soon as a connection is made on LinkedIn, this data will be pushed to Dynamics 365 as contact or lead records. User also have the ability to add widgets on a form by adding a form control. When the integration is enabled in Dynamics 365, the system will add LinkedIn Sales Navigator tabs to the Contact, Account, Lead and Opportunity forms. All requirements and configuration steps for both applications can be found here.
In order to configure Sales Navigator you need to have a Sales Navigator administrator and team member seat. There are two places where you need to configure the integration in Dynamics 365 and in the Sales Navigator application.
Keep in mind I am not going to cover all the features in Sales Navigator, I am only going to cover what’s available through this integration. Most of you probably have heard of the integration between Dynamics 365 Sales and LinkedIn Sales Navigator, but don’t exactly know the details on how everything works, which is why I decided to write 2 articles on the topic.
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