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LinkedIn Integrates Sales Navigator with Microsoft Dynamics CRM

by Jason Gumpert
June 11 2015

Dynamics CRM integration actions for LinkedIn Sales Navigator 

LinkedIn has added an integration from its Sales Navigator product to Microsoft Dynamics CRM, the company announced today.

"This new upgrade will help open up new market opportunities for Microsoft customers that are interested in connecting their social selling activities to their pipeline and workflow efforts to improve performance and productivity," writes LinkedIn's Steven Kaplan.

The integrated app will embed LinkedIn profile and company information into Dynamics CRM. Sales professionals using Dynamics CRM can use the Sales Navigator integration to send connection requests, messages, and use InMail directly from Dynamics CRM. When a CRM user views Account, Lead, Opportunity, and Contact Profiles within Dynamics CRM, LinkedIn will show others with similar decision-maker profiles. And Sales Navigator shows a CRM user others on their own team who are connected to a prospect's LinkedIn profile to improve networking and introductions.

"This new integration means you can easily connect with leads, ask team members for warm intros, send messages, and get new lead recommendations-all within Dynamics," Kaplan writes.

"I'm excited to see that our friends over at LinkedIn are building deeper integration between LinkedIn Sales Navigator and Microsoft Dynamics CRM, enabling companies to easily connect their social selling activities to their customer engagement efforts," writes Microsoft corporate vice president for Dynamics CRM Bob Stutz in a related blog post.

Setting up the LinkedIn Sales Navigator integration requires the purchase of Sales Navigator and, of course, a ...

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About Jason Gumpert

As the editor of, Jason oversees all editorial content on the site and at our events, as well as providing site management and strategy. He can be reached at

Prior to co-founding, Jason was a Principal Software Consultant at Parametric Technology Corporation (PTC), where he implemented solutions, trained customers, managed software development, and spent some time in the pre-sales engineering organization. He has also held consulting positions at CSC Consulting and Monitor Group.

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Submitted by MichaelXY on Fri, 06/12/2015 - 11:35 Permalink

This isn't really an integration. It is a view only I-frame that allows users to see LinkedIn content within a window. A true integration shares content between the platforms, not simply embeds a subset of functionality within another platform. In fact, when you flag a Lead or Account in Sales Navigator, you are doing so within LinkedIn. No data is shared with the host service. Thus, you are failing to store information in your CRM, which should be your system of record.

In reply to by anonymous_stub (not verified)