![]() This feature provides the ability for a user to create a Lead record in. If you want to know more about the Microsoft Dynamics 365 platform and how we can help you, please get in touch by emailing us at or call us on 01908 038110. LinkedIn Sales Navigator Lead Creation for Microsoft Dynamics 365- Technical Document. The benefits of integrating LinkedIn Sales Navigator with Dynamics 365 become clear from the points above. Within Dynamics 365, you can easily find colleagues who can provide an introduction, based on LinkedIn connections. When a mutual connection introduces you to a sales prospect (warm introduction), it is far more powerful than introducing yourself, as you’ve already gained a potential client’s trust by association. This allows salespeople to easily identify and target key decision makers and other important relationships. Sales Navigator pulls together a visualisation of an organisation chart related to opportunities, based on LinkedIn profiles. This data can be useful to identify new opportunities, or understand where opportunities may be at risk. Today we announced a new integration that brings Microsoft Dynamics 365 for Sales and LinkedIns Sales Navigator closer and makes these products incredibly. Use data from LinkedIn to automatically flag when CRM contacts change jobs, and be notified via assistant cards in CRM. For example, when researching prospects, exclude any contacts that already exist within your system. Users can then make the choice as to whether data should be added, linked, or deleted.Īdditionally, data from D365 Sales can be used to filter your search in LinkedIn Sales Navigator. Data is automatically cross referenced, and an alert is shown if contact/account already exists. ![]() This will show as a ‘PointDrive Presentation Viewed’ activity, for example. This data can also be viewed within Sales Navigator, so salespeople can gain an enhanced view of clients and prospects, from anywhere.Įasily identify new prospects by using LinkedIn Sales Navigator’s advanced search filters and then save the contact record directly to Dynamics 365, with just a click of a button. When the recipient accesses the content, the sender will be notified via email and the tracked ‘view’ will also be visible on the contact record in Dynamics 365, if there is a matched contact in Dynamics 365. pitch decks, product overviews, etc) with customers and prospects. Microsoft Dynamics 365 Sales and LinkedIn Sales Navigator have joined forces to offer an adaptive solution that anticipates customers needs as they change. Log Sales Navigator activities such as InMails and messages within Dynamics 365 Sales. Additionally, Smart Links allow LinkedIn Sales Navigator users to share content (e.g. ![]() Having access to synchronised data in one place reduces the need to switch applications to find what you are after, saves time sifting through relevant data, and enables you to dedicate more to relationship-building activities. Embedded Profiles in Microsoft Dynamics 365 Salesĭirectly view live and up-to-date Sales Navigator information against records (leads, contacts, accounts, and opportunities) within Dynamics 365 Sales. ![]()
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