LinkedIn Sales Navigator solutions for Dynamics 365 Sales

[Guest ShabnamMohammadi]

This article is brought to you by the Nonprofit Tech Acceleration (NTA) for Black and African American Communities Program Technical Team. For information on how to take advantage of the granted offerings or free technical consultation, please visit: Supporting Black Community Nonprofits | Microsoft Nonprofits

 

 

 

Hello to our Great NTA non-profit organizations. A few organizations recently inquired about how they can use the LinkedIn Sales Navigator solution with Dynamics 365 Sales.

 

 

The LinkedIn Sales Navigator solution is available for Dynamics 365 Sales Professional. Administrator must integrate the solution with your sales professional app and add the controls to forms.

 

Use LinkedIn Sales Navigator to enhance key application scenarios by connecting the system of record with the LinkedIn data graph and insights. You can also build custom applications by using LinkedIn Sales Navigator to enhance business processes with data about people, organizations, and relationships.

 

Sales Navigator - Overview

 

LinkedIn Sales Navigator helps you find the right prospects faster with customized, sales-specific insights like lead recommendations, company updates, and more. Click here to read an overview of LinkedIn Sales Navigator. One of the features of LinkedIn Sales Navigator is CRM Sync – integration of Microsoft Dynamics 365 Sales account.

 

By connecting Microsoft Dynamics 365 Sales with LinkedIn Sales Navigator via CRM Sync, you can access key CRM-powered integrations, including:

 

• Auto-Save: Import and save CRM Leads, Contact, and Accounts in user’s Sales Navigator Lists.
  
• Activity Writeback: Automatically log key Sales Navigator activities (i.e., InMails, Messages, Notes,) to CRM.
  
• ROI Reporting: Demonstrate the value of Sales Navigator by requesting a report from your LinkedIn representative.
  
• CRM Badges and Search Filters: See what Sales Navigator leads and accounts are matched to CRM entities, which contacts and leads are out-of-date in your CRM, and include or exclude matched leads and contacts in Sales Navigator searches.
  
• CRM Opportunities in Account Lists: View CRM Opportunity information in Sales Navigator.
  
• Champions List: See Past Customers at New Companies in user’s system-generated Lists.
  
• Lead and Contact Creation: Create new CRM leads and contacts from Sales Navigator.
  
• Data Validation: Identify when CRM Contacts are out-of-date and no longer with their company using LinkedIn Data.
  
• Update Leads and Contacts: Allow leads and contacts to be updated directly from Sales Navigator to CRM with just a few clicks.
  

 

CRM Sync features are available only with Sales Navigator Advanced Plus edition.

 

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