Unified Interface apps: Sales Navigator Controls for Unified Interface Two flavors of LinkedIn Sales Navigator controls are available and can be placed on any desktop Unified Interface application form. This integration requires Dynamics 2016 (online) or Dynamics 365 (online), and Sales Navigator Team edition or above. The LinkedIn Sales Navigator solution is also available for Dynamics 365 Sales Professional. Turn off the Enable Sales Navigator integration toggle. The Business Management settings page opens in a new browser tab. In your app, select Settings, and then select Advanced Settings. Save time and effort by auto-importing matched Contacts and Accounts associated with Open Opportunities into Sales NavigatorĪdministrators can tailor Dynamics forms to show LinkedIn Sales Navigator profiles of Contacts or Accounts in any layout to fit specific business needs. Disabling the integration will stop showing the Sales Navigator controls.Keep track of key activities such as InMails, Messages, Notes, Calls, and PointDrives sent by automatically saving them back to CRM.Identify and connect with the right buyers by filtering Sales Navigator searches based on whether or not contacts and leads are in CRM.OAuth is used for authentication for a single administrator, system integration account. Data is encrypted in transit between Microsoft Dynamics and LinkedIn, relying on TLS over dedicated APIs. Seamlessly transition between Sales Navigator and CRM through direct links offered on all matched Lead and Account pages within Sales Navigator The CRM Sync (& Activity Writeback) is a bi-directional data flow that relies on secure, dedicated APIs between Sales Navigator (LinkedIn) and your CRM.Reduce busywork with one-click access to LinkedIn InMail and insights where you need them The Microsoft Dynamics 365 Import feature is strictly used to pull data from the CRM into Sales Navigator.Personalize engagement by surfacing warm introductions through your network or colleagues, or use icebreakers to identify commonalities between you and your prospects.Get a clear view of the organizational structure with LinkedIn’s live org chart integration within Unified Interface.Gain LinkedIn insights on companies and people by viewing headline information, recent activities, news, and job changes directly on customer record forms.Sales users will be able to access the InMail component while working on the Org chart feature in Dynamics 365 Sales. This app is required to enable Embedded Profiles, CRM Sync, and Activity Writeback. This LinkedIn widget will allow sales representatives to send InMails to their contact, opportunity, lead, and account entity contacts while viewing the LinkedIn profile information alongside. Empower sales reps to build meaningful relationships, sell smarter, boost productivity, and accelerate sales performance. Create a seamless experience between Sales Navigator and Microsoft Dynamics 365 for Sales. Administrators can tailor Dynamics forms to show LinkedIn Sales Navigator profiles of Contacts or Accounts in any layout to fit specific business needs.
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