Prerequisites

  • Time Required: Less than 1 hour
  • You will need to be a Microsoft Admin account on one of the following
    • Microsoft Dynamics 2016 online (including 0.1 and update 1 releases)
    • Dynamics 365 (online only), running on version 8.2 or higher
    • Recommendation: We highly recommend you use an Integration User, or generic name, for installation
  • Microsoft Dynamics 2016 on-premise is not supported

  • Sandbox installation is not supported at this time

  • Completed installation of the Sales Navigator for Dynamics 365 app, installed by a Dynamics Administrator (required for writing back activity to the CRM)
    • See LinkedIn Sales Navigator for Dynamics Installation instructions here to learn more
  • Sales Navigator Team or Sales Navigator Enterprise edition
    • A Sales Navigator Administrator + Team Member Seat is required
    • Note: Admin Only seats can configure the feature, but will not be able to verify full functionality for other roles
  • JavaScript enabled browser is required

Getting Started

  • This guide will walk you through the process of activating the CRM Sync and Activity Writeback between Sales Navigator and Microsoft Dynamics

  • CRM Sync, including writeback, includes features available both from the desktop version of LinkedIn Sales Navigator and the Sales Navigator mobile app (iOS and Android)

  • Matches Accounts, Leads, and Contacts into Sales Navigator associated with open Opportunities in your CRM

  • Saves information you create in Sales Navigator directly in your CRM, including InMails, Messages, and Notes

Connect Sales Navigator with your CRM

1. Log in to LinkedIn Sales Navigator.

2. Select Admin, then Admin Settings.

3. Within Admin Settings, go to CRM Settings.

4. Select Connect to CRM.

You will be required to have a Dynamics Admin authenticate access between your organization's CRM (Dynamics) and LinkedIn Sales Navigator.

When connecting, we highly recommend you use an Integration User, or generic user name, when you login as an Admin. 

  • Once notes, tags, InMails/Messages are transferred from Sales Navigator to your CRM (Dynamics), the “Admin” name will be listed as the individual who created the note, tag, etc. 

  • The owner (Sales Navigator seat holder) is the individual who created the action, but we show the Admin as the creator.

If you choose not to use an Integration User, or generic user name, on initial setup, you can always un-sync and then re-sync with the Integration User as the Dynamics Admin.

5. Input required, authentication credentials.

6. Once your authentication is successful, you will see Connected to Microsoft Dynamics show up under CRM Settings with Successfully connected, sync in progress

 

  • If the sync is unsuccessful, you will see an error with details on the failure for your sync. Allow 24 hours for the 2 systems to sync. If you continue to experience issues, contact support @ https://www.linkedin.com/help/sales-navigator

Errors that may be displayed and next steps:

Could not connect to CRM. Please try again later.

  • Next step: There is a connection error with CRM. Please re-try later.

The CRM API reported an error. Please try again later.

  • Next steps: Error with your API access, check with CRM system's uptime or your CRM representative. 

Your CRM account does not have sufficient access privileges. Please check with your CRM administrator.

  • Next steps: Connect with your internal CRM administrator to obtain required access privileges. 

Could not read the required CRM objects from your org. 

Sync status and disconnecting your sync

You will always be able to view the last date of sync and Disconnect your CRM Sync from Admin Settings > CRM Settings. You may purge all imported CRM data at any time by selecting Disconnect CRM Sync and Yes, clean up all previously imported CRM data. Once you’ve clicked Disconnect, you may need to refresh the page.

Configure Your Sales Navigator CRM Settings

Once you have successfully established a sync between your CRM and Sales Navigator, you will need to set your Sales Navigator CRM Settings for your organization. 

  • The CRM Sync saves Sales Navigator seat holders’ time by automatically importing the Accounts and Contacts associated with open Opportunities that are assigned to them in the CRM. Accounts and Contacts are automatically saved as Accounts and Leads in Sales Navigator. This enables Sales Navigator to automatically deliver updates to Sales Navigator seat holders on the most important people and companies.

For the Opportunity owner, CRM Accounts and Leads are saved for all of their open Opportunities whose stage is beyond the stage chosen in Step 2 below. This stage is set by the Admin for all Sales Navigator seat holders. For more details, click here.

 

Under CRM Settings, complete the following:

  1. Auto sync all seat holders with CRM? (Yes or No)

  • Although is optional and we recommend keeping set to Yes to maximize value for your team.

  • If you select No or you want to make any individual sync changes, please visit your Admin/Seat Management page to manage sync by individual seat holder.

 

2. At which stage does your sales team consider an opportunity to enter your pipeline? 

  • Note: Fields available will depend on your CRM settings and choosing Not Sure will still allow the feature to work and pull all open opportunities.

3. Where do you store the value for a won opportunity?

  • Note: Fields available will depend on your CRM settings and choosing Not Sure will still allow the feature to work.

 

Congratulations!  

You have enabled the sync from your CRM to Sales Navigator. We highly recommend you enable writeback from Sales Navigator to your CRM by following the steps in the next section.

Enabling Activity Writeback and Testing the Sync from Sales Nav to Your CRM

(optional but highly recommended)

Writeback will allow you to save information you create in Sales Navigator, both from the desktop and mobile app, including InMails, Messages, and Notes, directly within your CRM. This will complete the two-way sync between Sales Navigator and CRM.

1. Select Admin, then Admin Settings.

2. Within Admin Settings, go to CRM Settings

 

3. Select Enable Sales Navigator to sync back data to your CRM?

 

  • Note: If you have already installed the LinkedIn Sales Navigator for Dynamics app, please proceed to Step 8.

  • To enable writeback, you will need to install the LinkedIn Sales Navigator for Dynamics app, available in the Microsoft AppSource (https://appsource.microsoft.com) or in the Sales Navigator installation instructions.

  • For details on installing the Sales Navigator for Dynamics app, please view our LinkedIn Sales Navigator for Dynamics guide instructions here.

 

4. Select Get it now to be re-directed to Microsoft AppSource.

 

5. Complete installation of the LinkedIn Sales Navigator for Dynamics app.

 

6. Once installation has been successfully completed within Dynamics, please refresh your page in LinkedIn Sales Navigator.

 

7. Repeat Writeback Steps 1 – 3.

 

 

8. Select Yes to Enable Sales Navigator to sync back data to your CRM?

 

 

9. Select whether you would like to Sync back all data items (recommended) or choose the specific items to writeback to Dynamics.

 

  • Note: CRM writeback supports LinkedIn members with, and without matched CRM records. If writeback occurs and a matched record exists, the activity will be written as a closed activity. If a matched record does not exist, the activity will be written as an open activity. 

     

Congratulations! 

You have enabled the sync from your CRM to Sales Navigator. We highly recommend you enable writeback from Sales Navigator to your CRM by following the steps in the next section.

Seat management and individual sync preferences (optional)

Now that your sync between your CRM and Sales Navigator has been enabled, you can manage individual CRM sync setup for your team on the Seat Management page if you’ve selected No in the auto-sync setting for CRM Settings. Additionally, you are now able to bulk assign Sales Navigator seats directly from your CRM.

 

The In CRM badge confirms that the CRM sync is successfully activated for an individual on your contract.

1. Select Admin, Admin / Seat Management.

2. For individuals, you will be able to Enable CRM Sync or Disable CRM Sync by selecting more dots (…) on the far right.

3. Add new Sales Navigator seat holders directly from your CRM. If you’re wanting to add Sales Navigator seat holders using your CRM, select Assign seats from CRM to assign individuals from your CRM. You may select individuals or use the bulk capabilities to update multiple seat holders at a time by selecting the checkbox on the top left of the individual seat holder listing. More details on assigning seats from your CRM can be found here.

Writeback Experience for Sales Navigator Seat Holders

  • Activity Writeback will allow Sales Navigator seat holders to save information they create in Sales Navigator, including InMails, Messages, and Notes, directly within your CRM. Seat holders will see Copy to CRM, Copy message to CRM, Copy thread to CRM, or similar in any area that allows them to sync information from Sales Navigator to your CRM.  

  • Seat holders may choose to remove individual InMails, messages, or notes from the sync by un-checking the copy. In this screenshot Copy message to CRM checkbox allows the user to copy the message to the CRM.

Location of Sales Navigator information in your CRM

  • InMail, Messages, and Notes will appear within Activity History on the matched contact record within your CRM.

  • If a person or company is not matched between Sales Navigator and your CRM, you will be able to find the Unassigned InMail or Message Task within the LinkedIn unresolved task report.

People and company matching issues between Sales Navigator and your CRM

  • If a match is not found between the LinkedIn member and your CRM, seat holders may be asked to manually create a record in your CRM to complete the sync.
  • For information on matching between your CRM and Sales Navigator, please visit here.  

Frequently Asked Questions

How does the ownership and creation of information between Sales Navigator and Dynamics operate?

  • All information that is sent from Sales Navigator to Dynamics will be listed as an Activity in Dynamics. The Seat Holder is always the owner of any information shared between Sales Navigator and Dynamics. However, the Admin who initiated the sync will be shown as the creator in all notes, tags, InMails/Messages. This is why we highly recommend using an Integration User as your Dynamics Admin.

How does reporting in Dynamics with writeback work?

  • If you are creating reports in Dynamics based on writeback, please keep in mind that the Admin will be listed for all information.

Where can I find more information on CRM Sync, including the app, and the security or technical aspects of CRM Sync and writeback?

Frequently Asked Questions

How does the ownership and creation of information between Sales Navigator and Dynamics operate?

  • All information that is sent from Sales Navigator to Dynamics will be listed as an Activity in Dynamics. The Seat Holder is always the owner of any information shared between Sales Navigator and Dynamics. However, the Admin who initiated the sync will be shown as the creator in all notes, tags, InMails/Messages. This is why we highly recommend using an Integration User as your Dynamics Admin.

How does reporting in Dynamics with writeback work?

  • If you are creating reports in Dynamics based on writeback, please keep in mind that the Admin will be listed for all information.

Where can I find more information on CRM Sync, including the app, and the security or technical aspects of CRM Sync and writeback?

Additional Resources