This new feature provides the ability to create a contact record in Microsoft Dynamics 365 from a LinkedIn Sales Navigator (LISN) Lead Page or Lead List.
Individual users are required to authenticate with Microsoft Dynamics 365 in order to create contacts. Users must associate a Contact record to an Account record in Microsoft Dynamics 365 and may optionally associate to an Opportunity record and related stakeholder role.
To save a contact in Dynamics 365 from LISN
Switch on CRM Sync and the Allow contact creation from Sales Navigator feature in LISN Admin
Navigate to a contact in LISN and save it to one of your lists.
Click Add to CRM (2) to save the contact to Dynamics 365
LISN checks to see if the contact exists already in Dynamics 365
In this example LISN didn’t find a contact and account in Dynamics 365S for the contact.
The fields for First Name, Last Name, Country, and Job Title are pre-populated in the dialog. Before we can save the contact we must associate the contact to an account in Dynamics 365.
Type the name for an account (1) and click Search (2)
LISN found an existing account in Dynamics 365. Click the account to select it.
If Email and/or Phone have already been entered directly into CRM or Sales Navigator, they will be pre-populated.
In this example the email address is not pre-populated. Hence we must add the email address for the contact (1) and then we can click Save (2)
The contact record is being created in Dynamics 365
The contact in LISN will now display a CRM label (1) to indicate that this contact is saved in Dynamics 365
Click Message (1) and then View in CRM (2) to navigate to the contact in Dynamics 365
In Dynamics 365 we can verify the contact fields are filled correctly
On the LinkedIn Sales Navigator tab all the LISN widgets are filled too.
- LinkedIn Sales Navigator Contact Creation for Microsoft Dynamics 365 – link