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Integrate LinkedIn solutions in Dynamics 365

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Dynamics 365 has always given practical features to manage and organize operations of a business. And adding more values and functionality here is another brilliant solution for sales through LinkedIn. So, this article is to clear your idea on the integration of Dynamics 365 with LinkedIn. And also, connecting it with LinkedIn is beneficial for both sales and resource management. You can find out and analyze your potential deal. Moreover, you can inform relevant people about the latest activities and manage all your contact data through CRM.

How does the integration process works?

We at DFSM has a team of experts to help you with all the integration procedure. For that purpose, the widget named “LinkedIn Sales Navigator for Dynamics 365” is used. As a result, it will pass whole information about the contacts. And it will show the leads and any accounts or opportunities simply through the CRM of Dynamics 365.

Further, the LinkedIn Sales Navigator Lead shows you the required information on the profile of a member. It also has more sections and you can use them as per your choice or need. The sections include:

· Top Card:

It shows the person’s information as a lead in sales navigator. And the information may include name, headline and additional information about a person. One can save it for the lead.

· News (Icebreakers):

It shows highlights and activities of a person on LinkedIn including conversation starters.

·Connections (Get Introduced):

The introduction is important and that is why Dynamics 365 didn’t miss it. It shows you the mutual connections giving you a more precise introduction about the person.

·Related Leads:

As a business owner, you might be aware of the significance of the potential decision-makers of a deal. Therefore, this section is to display a similar target person for a specific sales navigator lead. And represent relevant stakeholders around them.

What do you need for integrating Dynamics 365 with LinkedIn?

 

So, now before we get started with the integration. You need to fulfill specific requirements to have a successful integration.

  • Microsoft Dynamics CRM 2016 or 365 along with the LinkedIn Sales navigator team account is necessary.
  • You must have and access to the application and before getting access you Dynamics CRM administrator needs to install it.
  • Moreover, enable JavaScript in your browser.

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