Additionally, CRM Sync needs to be explicitly enabled on LinkedIn Sales Navigator Admin Settings page. Although these solutions are preinstalled, the functionality and data transfer between the two systems will be disabled unless you enable LinkedIn Sales Navigator. Three solutions related to the LinkedIn integration appear in the All Solutions view in Settings > Customizations > Solutions. Here are a few things to consider if you don't plan to enable the integration: ![]() In the April 19 release, we introduced changes to how the Sales Navigator controls are enabled. Existing orgs that got updated with April 19 features To enable the CRM sync and activity writeback, follow the process as defined in CRM Sync & Activity Writeback for Dynamics 365. It also saves information you create in Sales Navigator directly in your Dynamics 365 Sales, including InMails and Messages. Enable CRM sync and activity writebackīy enabling the CRM sync and activity writeback, the Sales Navigator matches the Accounts, Leads, and Contacts in Dynamics 365 Sales. If you don't have MRS Solution or MRS Solution plus for LinkedIn Sales Navigator license, you'll need to sign up your team for LinkedIn Sales Navigator Team or LinkedIn Sales Navigator Enterprise.Īfter you have enabled the LinkedIn Sales Navigator solution, enable CRM sync and activity writeback. Microsoft Relationship Sales (MRS) solution includes Dynamics Sales Enterprise and LinkedIn Sales Navigator Team license. You have a Microsoft Relationship Sales subscription for Dynamics 365. Set Yourself Up for Success with Sales Navigator. Through App Settings Validate the installation. and build out your social sales strategy with the power of LinkedIn Sales Navigator. Install LinkedIn Sales Navigator: Through Advanced Settings. ![]() ![]() You can integrate LinkedIn Sales Navigator with Dynamics 365 Customer Engagement only and can't be integrated with a Microsoft Dataverse organization. Use the following steps to install and enable LinkedIn Sales Navigator: Review prerequisites. You have a System Administrator security role in Dynamics 365. Review the following prerequisites to install and enable LinkedIn Sales Navigator: Use the following steps to install and enable LinkedIn Sales Navigator: Dynamics 365 Sales (on-premises) doesn't support LinkedIn Sales Navigator.
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