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#MICROSOFT DYNAMICS 365 CRM SALES UPDATE#
#MICROSOFT DYNAMICS 365 CRM SALES PLUS#

Note: You'll need read-only permissions on all objects to set up the CRM connection with Sales Navigator. The guided setup will take you through the connection process. Review this information to make sure you meet all the prerequisites and have necessary permissions and click Start. If you are connecting to the CRM for the first time, you will see a write-up on the benefits of connecting your CRM to LinkedIn Sales Navigator.ĥ. Within Admin Settings, go to CRM Settings. But, if you close the LinkedIn Sales Navigator window, or if you refresh the page, you'll have to restart the connection process from step 1.įollow this procedure to connect the CRM for the first time.ģ. While using the step-by-step guide, if you leave the process unfinished (without closing or exiting the screen), you can resume the connection process from where you left off. Use the step-by-step guide to connect your CRM environment, production or sandbox, with LinkedIn Sales Navigator. To know more, visit this help center article. You can connect to a CRM Sandbox environment to initially test CRM Sync with Sales Navigator and/or test new CRM features before releasing to all your users.Microsoft Dynamics 2016 on-premise isn’t supported.Read this article to learn more about users and permissions. Integration users can enable CRM sync for all features using credentials with a minimum permission level of “View” (or Read-Only) on all objects and fields as discussed in the technical documentation. If you choose not to use an Integration User on initial setup and desire to change after setup, you can always un-sync and then re-sync with the Integration User as the Microsoft Dynamics 365 Sales Admin. Using an Integration User can prevent accidental sync disconnection due to permission changes. It is recommended to use an integration user rather than a personal or generic admin account since personal admin credentials can be revoked when that user leaves the company or their role changes.O Dynamics 365 (online only), running on version 8.2 or higher

#MICROSOFT DYNAMICS 365 CRM SALES UPDATE#

O Microsoft Dynamics 2016 online (including 0.1 and update 1 releases) Microsoft Admin account that is one of the following editions:.For more information, see this help center article. Note: You can also configure Microsoft Dynamics 365 data to be used in LinkedIn Sales Insights. This guide will walk you through the process of enabling CRM Sync between Microsoft Dynamics 365 Sales and LinkedIn Sales Navigator.

Note: You can connect to a CRM Sandbox environment to initially test CRM Sync with Sales Navigator and/or test new CRM features before releasing to all your users.

#MICROSOFT DYNAMICS 365 CRM SALES PLUS#

Data Validation: Identify when CRM Contacts are out-of-date and no longer with their company using LinkedIn Data.ĬRM Sync features are available only with Sales Navigator Advanced Plus edition.

Lead and Contact Creation: Create new CRM leads and contacts from Sales Navigator.

Champions List: See Past Customers at New Companies in user’s system-generated Lists.

CRM Opportunities in Account Lists: View CRM Opportunity information in Sales Navigator.

CRM Badges & Search Filters: See what Sales Navigator Leads & Accounts are matched to CRM entities and include or exclude matched Leads in Sales Navigator searches.

ROI Reporting: Demonstrate the value of Sales Navigator by requesting a report from your LinkedIn representative.

Activity Writeback: Automatically log key Sales Navigator activities (i.e., InMails, Messages, Notes,) to CRM.

Auto-Save: Import and save CRM Leads, Contact, and Accounts in user’s Sales Navigator Lists.

One of the features of LinkedIn Sales Navigator is CRM Sync – integration of Microsoft Dynamics 365 Sales account.īy connecting Microsoft Dynamics 365 Sales with LinkedIn Sales Navigator via CRM Sync, you can access key CRM-powered integrations, including: Click here to read an overview of LinkedIn Sales Navigator.

LinkedIn Sales Navigator helps you find the right prospects faster with customized, sales-specific insights like lead recommendations, company updates, and more.