Unlocking the Power of LinkedIn Sales Navigator with CRM Sync

As a professional looking to maximize your sales potential, staying connected with your leads and contacts is crucial. With Microsoft Dynamics 365 (online only) running on version 8.2 or higher, you can now seamlessly integrate your account with LinkedIn Sales Navigator's CRM Sync feature. This comprehensive guide will walk you through the process of enabling CRM Sync between Microsoft Dynamics 365 Sales and LinkedIn Sales Navigator.

What You Need to Get Started

To take advantage of CRM Sync, make sure you have:

* Microsoft Dynamics 365 (online only) running on version 8.2 or higher

* Microsoft Admin account with one of the following editions: For more information, see this help center article

Benefits of CRM Sync

By connecting your Microsoft Dynamics 365 Sales account with LinkedIn Sales Navigator via CRM Sync, you can access key integrations that will revolutionize your sales process:

* Update Leads and Contacts: Easily update leads and contacts directly from Sales Navigator to CRM with just a few clicks

* Data Validation: Identify when CRM contacts are out-of-date and no longer with their company using LinkedIn Data

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

* Champions List: View past customers at new companies in user-generated lists

* CRM Opportunities in Account Lists: Access CRM opportunity information directly within Sales Navigator

* CRM Badges and Search Filters: See what Sales Navigator leads and accounts are matched to CRM entities, as well as exclude or include matched leads and contacts 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, contacts, and accounts in user-generated Sales Navigator lists

Getting Started with CRM Sync

To begin the process of enabling CRM Sync between Microsoft Dynamics 365 Sales and LinkedIn Sales Navigator:

1. Connect your Microsoft Admin account to LinkedIn Sales Navigator Advanced Plus edition.

2. Configure Microsoft Dynamics 365 data to be used in LinkedIn Sales Insights.

Additional Tips and Tricks

Before diving into CRM Sync, keep in mind that 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.

By integrating your Microsoft Dynamics 365 Sales account with LinkedIn Sales Navigator's CRM Sync feature, you'll be able to streamline your sales process, stay connected with leads and contacts, and ultimately drive business growth. For more information on the benefits of CRM Sync, visit this help center article.

LinkedIn Sales Navigator's CRM Sync feature offers a range of powerful integrations that will revolutionize your sales process. By connecting Microsoft Dynamics 365 Sales to LinkedIn Sales Navigator via CRM Sync, you'll gain access to key features that will help you find the right prospects faster, update leads and contacts in real-time, and demonstrate the value of Sales Navigator. Get started today and unlock the full potential of your sales strategy!

Linkedin sales navigator team