This post explains about Microsoft Dynamics 365 for Sales and LinkedIn. Digital transformation is real. Across every industry vertical, companies are rethinking their business processes and entire segments are reorganizing.
Increase the key app scenarios by connecting the system of record with the LinkedIn data graph and insights. Build custom applications powered by LinkedIn Sales Navigator intelligence, enhancing business processes with data about people, organizations, and relationships.
Ways to Improve Dynamics 365 for Sales and LinkedIn integration
- Explore the use of Virtual Entities to allow data to be visualized from LinkedIn in Dynamics 365 for Sales while staying GDPR compliant.
- Upgrade the integration to include LinkedIn Activity types natively in Dynamics 365.
- Why are there no tools in the Account entity of Dynamics 365 to target industries? If there were, we could rack them, sort them, filter them – so many possibilities.
- What about SMBs, Start-Ups or Medium-sized business? Based on the minimum seat number required for LinkedIn Sales Navigator Team (minimum of 10 – $11,988.80 per year) or LinkedIn Sales Navigator Enterprise (minimum license number unknown, but anytime you see Contact us on a website in the pricing section you know you’re going to have to sell a superyacht to cover the cost)
- Smart Notifications. If I am working with a company and there is a relationship between Dynamics 365 for Sales and the LinkedIn record, it should be possible to let me know when they increase in staff. It shows on the LinkedIn Company page, so why not start using that information proactively?
- Maybe we could start seeing some examples of ‘smart’ PowerApps Component Framework (PCF) on the roadmap showing Dynamics 365 for Sales and LinkedIn working together.
- Address the delay in the form load of the current component.
- Provide me with the ability to link a Contact or Account when your search/match tool fails (oh and it does fail from time to time).
- Is anyone asking the right question? How can we make the Dynamics 365/LinkedIn integration nothing short of amazing for people other than TSPs and SSPs doing their sales pitch?
- Is there a dedicated engineering team (R&D) with in-depth knowledge of sales or at least access to people that do represent Microsoft’s target customer base? Does coming up with ideas to make this better keep them up at night?
Sales Navigator Controls for the unified interface
Two flavors of LinkedIn Sales Navigator controls are available and can be placed on any desktop Unified Interface application form. You can configure the forms to display more than one control at the same time.
The LinkedIn Sales Navigator Lead control shows information about a LinkedIn member profile. This control has the following sections, which you can choose to show or hide:
- Top Card: shows information about the person like name, headline, and more. Additionally, it provides capabilities to message or save the person as a lead in Sales Navigator.
- News (Icebreakers): shows the person’s highlights, activities, conversation starters, and more.
- Connections (Get Introduced): shows the mutual connections and allows for a warm introduction to the person.
- Related Leads: shows potential Sales Navigator leads who are similar to the target person and might represent the relevant stakeholders around them. In a sales scenario, this insight is crucial to identify the potential decision-makers for a deal.
The LinkedIn Sales Navigator Account control shows information about a LinkedIn company profile. This control has 4 modules, which you can select to show or hide:
- Top Card: shows information about the company like company name, industry, location, and more. Additionally, provides capabilities to view the related account and save it in Sales Navigator.
- News: shows the latest news about this company.
- Connections: shows relevant connections for this company that can establish the first contact.
- Recommended Leads: shows the recommended potential leads in this company that may be opportunities open for the next deal.
Both controls also provide an alternate version, which takes a lookup (entity reference) attribute instead of the attributes described above.
- LinkedIn Sales Navigator Lead lookup control: the name of the referenced entity is used as the member’s first name and last name. The string is separated by white spaces and the first component is considered the first name while the remaining components are considered last names.
- LinkedIn Sales Navigator Account lookup control: the name of the referenced entity is used as the company name.
The control binds to a field that is used to match the record with a LinkedIn member profile or company account. Once a match is found, subsequent loads are done through the record GUID association. If the control does not load the correct profile on the first match, users can resolve the issue by finding the correct match with the provided search interface.