![]() ![]() You have a J avaScript-enabled browser.You are a Full Admin on the LinkedIn Sales Insights contract that you want to connect to MS Dynamics 365 Sales.You’re logged in as a Dynamics Administrator on any of the following editions:ĭynamics: Microsoft Dynamics 2016 online (including 0.1 and update 1 releases)ĭynamics 365 (online only), running on version 8.2 or higher.You have set aside a minimum of 60 minutes to complete the installation and verification process.If this integration is not done, then your Sales Navigator Admin can sync your CRM via Sales Navigator using the steps outlined in salesnav.in/crm, or can connect your CRM directly to Sales Insights following the steps outlined in Section 2. If you aren’t sure if this synchronization has been done for your Dynamics 365 instance, please contact your Sales Navigator Admin. ![]() You’ve already synced your Dynamics 365 instance with Sales Insights, either directly or via Sales Navigator's CRM Sync.So, if you do have Sales Navigator, we recommend that you link your CRM in Sales Insights using a Sales Navigator CRM connection.īefore you begin installing LinkedIn Sales Insights for Dynamics 365 Sales Integration, ensure that you’ve met the following prerequisites: When making match corrections between your connected CRM and LinkedIn company records, the match corrections are not applied to your Sales Navigator CRM connection. While exporting a report, the option to Export to Sales Navigator is not available. Reports will not display the option to prioritize accounts by Sales Navigator metrics, such as Sales Connectivity and Sales Navigator Activity.Īccount recommendations based on Sales Connectivity and Sales Navigator Activity are not available. If you connect the CRM directly to Sales Insights rather than through Sales Navigator, the following Sales Navigator integration features will not be available: Installing the CRM LinkedIn Sales Insights App to enable CRM writeback.Signing into the CRM you want to connect to.This section takes you through the following steps: You can connect your CRM directly from the CRM page in Sales Insights. If your CRM is not synced with LinkedIn Sales Navigator, you can still connect your CRM with LinkedIn Sales Insights. If you already have a CRM synced with LinkedIn Sales Navigator, you can simply link LinkedIn Sales Insights to the same instance. ![]()
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