Top 5 Highlights of Dynamics 365 and LinkedIn Sales Navigator Integration

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Top 5 Highlights of Dynamics 365 and LinkedIn Sales Navigator Integration

Navigating the intricate landscape of sales and CRM can be daunting. However, with connected technology, efficiency becomes the new standard. That’s where the integration with LinkedIn Sales Navigator and Microsoft Dynamics 365 Sales truly excels.

Sellers can save time and improve focus because the integration minimises the need to constantly switch between platforms for prospect and customer information.

Imagine the seamless experience of tapping into LinkedIn’s vast network, all while operating within the Dynamics 365 interface.

This integration simplifies processes, paving the way for enhanced sales productivity. Let’s explore how.

1. Streamlining Prospecting

Efficiency and simplicity drive modern sales. By dynamically connecting LinkedIn Sales Navigator with Dynamics 365, this integration minimises time spent on manual data entry.

For instance, when a seller makes a new LinkedIn connection, the profile information can be automatically added to Dynamics 365 as a new contact, saving time and effort.

2. React Quicker with LinkedIn Insights

But efficiency isn’t just about saved time – it extends to enhanced seller responsiveness.

Imagine receiving instant notifications in Dynamics 365 Sales when a key contact makes a career move on LinkedIn. This real-time visibility lets your sales team anticipate risks and seize opportunities faster. This could include congratulating a contact on a promotion or discussing the impact of a job switch on a relationship.

3. Proactive Relationship Management

Using this integration, sales teams can harness LinkedIn’s insights directly within the Dynamics user interface.

It provides distinct benefits such as in-context LinkedIn profile details on CRM contacts and InMail messages on the record timeline.

This also includes access to a LinkedIn-powered org chart, helping sellers identify decision-makers and influencers within a buying committee.

Each element aims to enhance understanding, removing the guesswork and empowering sellers with the tools to cultivate relationships.

Convenient access to these insights within Dynamics minimises time spent switching between interfaces, promoting quicker responses and personalised interactions.

4. Direct Outreach to Grow Your Network

The integration helps expand your professional network without leaving the familiar CRM environment.

Sellers can directly connect with LinkedIn profiles and send connection requests from Dynamics 365, streamlining the initiating contact with new leads and potential customers.

With InMail messaging, one of LinkedIn’s most successful networking tools, the integration supports personalised outreach directly from Dynamics, resulting in a seamless communication channel.

LinkedIn features can also be used to define activities for sales sequences in Dynamics to display steps in the work list and ‘up next’ widget, including sending InMail messages.

Sales Sequence LinkedIn activity selection

5. Smarter Prospecting

Integration with Sales Navigator enriches Dynamics 365 account profiles with precise organisation details from LinkedIn.

Through this integration, Sales teams can understand a company’s size, industry sector, and current developments.

In addition, for prospecting, sellers can directly filter searches based on the presence of contacts and leads within Dynamics. This focused approach helps concentrate their efforts on identifying and connecting with relevant buyers.

Final Thoughts

In this era of intelligence, efficiency, and customer-centricity, achieve a strategic edge for your business success by integrating Dynamics 365 and LinkedIn Sales Navigator.

This elevates CRM capabilities to new heights by streamlining prospecting, centralising data, and maximising the potential for increased engagement.

From in-depth prospect insights to an ecosystem of networking capabilities, this integration provides sales teams with the tools for success.

Clear visibility of each lead’s journey and direct outreach capabilities can translate to tangible improvements in business performance, deal closures, and enhanced customer experience.

Let’s discuss how ServerSys can help your business use Dynamics 365 to evolve and excel. Reach out to us to explore how this Sales Navigator integration and the broader capabilities of Dynamics and the Power Platform can be a game-changer for your business.

To access the LinkedIn Sales Navigator for Dynamics 365, visit Microsoft AppSourcePlease note, that this integration requires Sales Navigator Advanced Plus (Team) edition or above.

Frequently Asked Questions

What features of Sales Navigator Advanced Plus edition enable this integration?

The key capability of the Sales Navigator Advanced Plus edition that enables the CRM  features is access to the Sales Navigator API. This API allows programmatic access to read and write Sales Navigator data, which facilitates the automatic syncing and the flow of information between the two systems. Lower Sales Navigator tiers do not include API access and thus cannot power these integrated features relying on live data sync.

How is the data integration and sync handled technically behind the scenes?

Data is synchronised automatically in near real-time. When a connection or activity occurs in Sales Navigator, that data is pushed programmatically via the API into Dynamics 365, typically within minutes. Similarly, when a record update happens on the CRM side, that can trigger an update flowing back to Sales Navigator to keep things in sync. This automated background sync relies on an authentication linkage and tokens that connect the user’s Dynamics instance to their own Sales Navigator account behind the scenes.

What troubleshooting tips are available?

If any issues crop up with missing information or sync failures between the systems, there are a few troubleshooting tips to try. First, re-authenticate the integration by relinking your Dynamics 365 account to Sales Navigator, which resets these connection tokens.

Also, consult the integration support documentation for error messages and troubleshooting steps. Monitor the integration logs to see if any particular sync processes are timing out or failing. As a last resort, unlink and relink the integration to reset the data flows fully. But in most cases, minor technical glitches can be resolved without starting from scratch. Should issues arise, Serversys supports clients who are using the Sales Navigator and Dynamics connector.

February 16, 2024

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Warren Butler

Warren Butler

Warren is the director of marketing at ServerSys. He brings over 20 years of experience covering business transformation, CRM and Microsoft Dynamics to help organisations grow by embracing technology.

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