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LinkedIn Sales Navigator Integration with Microsoft Dynamics 365 - Evolvous

LinkedIn Sales Navigator Integration with Dynamics 365 

LinkedIn Sales Navigator integration with Microsoft Dynamics 365 can enhance the capabilities of your sales team and drive better sales outcomes. LinkedIn Sales Navigator Dynamics 365 integration can be easy if you follow the right method. Here, we will be looking at the process but before we do that, let us look at some of the potential advantages of integrating LinkedIn Sales Navigator with Dynamics 365. 

Advantages of LinkedIn Sales Navigator Integration with Dynamics 365 

Here are some of the potential benefits that you can get from LinkedIn Sales Navigator integration with Dynamics 365. 

Improved Lead Generation: You will be able to utilize the advanced search and recommendation features of LinkedIn Sales Navigator to discover new leads that match your ideal customer profile. The leads can be seamlessly imported into Dynamics 365 Sales allowing you to take further action. 

Advanced Analytics and Reporting: When you integrate LinkedIn Sales Navigator with Dynamics 365, you can leverage LinkedIn’s data within the advanced reporting setup of Dynamics 365. This will help you gain deeper insight into sales performance across the pipeline. 

Improved Collaboration: The integration facilitates better teamwork by sharing insights and updates from LinkedIn Sales Navigator within Dynamics 365 environment. Since your team will have shared access to lead and account information, it will help your team to strategize more effectively.  

Discover More with Experts 

Explore other potential benefits of LinkedIn Sales Navigator Integration with Dynamics 365. Contact our team of Dynamics 365 Experts today. 

The Process of LinkedIn Sales Navigator Integration with Dynamics 365 

Let us now look at the steps that you need to follow for LinkedIn Sales Navigator Integration with Dynamics 365. But first, let us talk about the requirements for executing the integration. 

Things You Need 

Before you execute LinkedIn Sales Navigator Dynamics 365 integration, you need to make sure that you have a few things in place. Here is the list of things that you will need: 

Requirements for Dynamics 365 Sales 

Since we will integrate LinkedIn Sales Navigator with the Dynamics 365 Sales module, make sure you have an active account on this module. 

Make sure that you have Dynamics 365 Sales version 8.2 or higher (online version only) 

Please note: We recommend that you use an integration user. This will avoid sync disconnection issues due to permission changes. If you have not used an integration user, and encounter such sync disconnection issues, you can always un-sync and then re-sync with the integration user as the Microsoft Dynamics 365 Sales Admin. 

Requirements for LinkedIn Sales Navigator 

You will need the following licenses to set up LinkedIn Sales Navigator Dynamics 365 integration. 

  • Sales Navigator Advanced Plus license 
  • Sales Navigator Team Member Administrator and Team Member license 
  • Microsoft Dynamics 365 Sales Admin license to authenticate access between your organization’s module and LinkedIn Sales Navigator. 

The Steps to Follow for LinkedIn Sales Navigator Integration with Dynamics 365 

Now, let us look at the actual steps you need to follow for LinkedIn Sales Navigator integration with Dynamics 365.  

First, we will look at the actual sync process, and then proceed to other important activities to implement an effective and full-fledged integration. 

Steps to Follow for LinkedIn Sales Navigator Integration with Dynamics 365 for First Time 

Here are the steps to follow to integrate LinkedIn Sales Navigator with Dynamics 365 Sales for the first time: 

STEP 1: Sign in to the LinkedIn Sales Navigator account 

STEP 2: Click on Admin and then navigate to Admin Settings 

STEP 3: In the Admin Settings page, go to CRM Settings. 

STEP 4: Choose from Production or Sandbox option as you seem fit. If you want to test, then it is recommended to select the Sandbox option 

Please note that if you are connecting to Dynamics 365 Sales for the first time, you will get a text that describes the benefits of connecting the CRM platform to LinkedIn Sales Navigator.  

STEP 5: At this stage, you will need to review the information. Make sure you meet all the requirements and have the necessary permissions. Once you have checked everything, click on Start 

The guided setup will take you through the connection process. 

STEP 6: At this step, you will be asked to choose between different available CRM platforms that you can connect to. Here, we will be choosing Microsoft Dynamics 365 Sales as the CRM that you would like to connect to and click Login. 

STEP 7: You will be asked to enter your account credentials. Make sure that you enter the right credentials. 

Configure CRM Sync Settings 

The next thing that you will need to do is to configure the CRM sync settings. This will allow you to ensure that the integrated system can deliver the performance that you desire. Here are the steps that you should follow 

STEP 1: In the CRM Connection guide, click on Configure settings. 

STEP 2: Once you are on the Configure Team Settings page, you will be getting a range of settings that allow you to decide how your Dynamics 365 Sales interacts with Sales Navigator. You can choose from the following options: 

  • Auto Save leads, contacts, and accounts: Choose which types of leads, contacts, and accounts Auto Save from your CRM. Once you turn on this option, you can choose the types of leads, contacts, and accounts that you can save directly in your CRM. 
  • Enable third-party Authentication: This option allows for third-party authentication in your environment. 
  • Validate CRM Data: This option enables Data Validation. Please note that apart from enabling this option here, you will need to install Sales Navigator for Microsoft Dynamics 365 Sales App.
     
  • Create leads: You will be able to create leads from Sales Navigator into contacts in your CRM. 
  • Update leads: This will enable the leads in CRM to be updated from Sales Navigator. 
  • Create contacts: You will be able to create contacts from Sales Navigator. 
  • Update contacts: The contacts in the CRM will be updated from Sales Navigator.  
  • Log Messages and InMail: Allows users to log both messages and InMail exchanged with contacts in your Dynamics 365. 
  • Log Smart Links: Allows users to create Smart Links and view related analytics. 
  • Log notes: This option will allow users to log notes into the Dynamics 365 Sales Module. 
  • Log calls: This option will help you choose whether you want to log calls with contacts in the CRM. 

Please note that all the CRM Sync features mentioned above are available only with Sales Navigator Advanced Plus edition.  

Setting Up ROI Reporting 

In the next phase of the process, you will need to set up ROI Reporting. ROI Reports help you to understand the impact Sales Navigator has on your sales outcomes. Here are the steps to follow: 

STEP 1: After configuring CRM Sync setting in the CRM connection guide, you will need to click Set up ROI reporting 

STEP 2: Once you navigate to the Configure ROI Reporting page, you will find the option for ‘Turn on ROI Reporting?’. You will need to switch on the toggle. 

STEP 3: You will get a dropdown where you can select where you want to store the details of an opportunity that you have won. Choose the desired option from the dropdown list. 

STEP 4: Choose a currency for calculating the total amount of influenced and sourced revenue. 

Understanding the Writeback Feature 

The Writeback feature in LinkedIn Sales Navigator helps you to save InMail, Messages, Notes, Smart Links, and Calls that you create in Sales Navigator directly within your Dynamics 365 Sales.  

The Writeback feature is compatible with both desktop and mobile applications. It will be enabled by default. You will need to authenticate it with your Dynamics 365 to enable Activity Writeback. Once the user identity is authenticated with the Dynamics 365 environment, all Sales Navigator activities are written back to the platform by default. 

Important Notes: 

  • Saving Calls in Sales Navigator is only available for calls initiated through the LinkedIn mobile app.   
  • You can perform Activity writeback on a lead/account page directly through the CRM. 
  • To enable user authentication and API authentication, you will need to install LinkedIn Sales Navigator OAuth app. 
  • Make sure that you have enough API access to write on Tasks, Notes, and Calls. 

The Process for User authentication while performing writeback 

You will be prompted to authenticate and login to your Dynamics 365 portal while performing a writeback action. Let us look at how you can create a contact and send an InMail as sample procedures. 

Creating a new contact: 

  • Sign in to your LinkedIn Sales Navigator account. 
  • Find the lead that you want to add as a contact to your Dynamics 365 environment. 
  • Click on …More and select Add contact to CRM from the dropdown that appears. 
  • Enter the correct user credentials and click on Submit. 
  • After authentication is done, fill out the Create CRM contact form field and then click on Save. 

Sending an InMail Message: 

  • Sign into the LinkedIn Sales Navigator. 
  • From the top main menu bar, click on Messaging. 
  • Click on the option that says, ‘Write Message.’ 
  • Enter the name of your recipient and then start composing your message. 
  • Click Log to CRM.  

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