LinkedIn Sales Navigator integration enhancements

Enabled for Public preview Early access General availability
End users, automatically - This feature is released. Aug 2, 2019 This feature is released. Oct 1, 2019

Business value

The Microsoft Relationship Sales solution brings together LinkedIn Sales Navigator and Dynamics 365 Sales to empower sellers to drive more personalized and meaningful engagements with buyers. InMails by LinkedIn are a commonly used communication channel for sales representatives to connect with their customers. Dynamics 365 Sales will foster efficient customer engagement by allowing sales reps to compose and send InMail from within Dynamics 365 Sales entities.

To help sellers more easily identify contacts, profile pictures from LinkedIn will now be available within Dynamics 365 Sales.

Feature details

  • A new LinkedIn widget will be introduced inside a Dynamics 365 Sales record to host the LinkedIn InMail component. 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.

  • Sales users will be able to access the InMail component while working on the Org chart feature in Dynamics 365 Sales. They can just double-click the Org chart node and select the InMail icon to send LinkedIn InMails directly from Dynamics 365 Sales.

  • If organizations have enabled the sync, the sent InMail is also added as an activity in the activity timeline of the contact, opportunity, lead, and account entity from where the InMail was sent.

  • If organizations have enabled the sync, profile photos from LinkedIn will show as the contact picture within Dynamics 365 Sales. This will replace any existing picture that has been uploaded as the contact picture.

Note

  • This feature is available in the Unified Interface only.
  • This capability is available in Dynamics 365 Sales Enterprise and Dynamics 365 Sales Professional.

See also

Enable default LinkedIn Sales Navigator controls (docs)