Install and enable LinkedIn Sales Navigator

As an administrator, you can install and enable the LinkedIn Sales Navigator for your organization in one of three ways, depending on your requirements:

• Advanced Settings: Use the Advanced Settings option to install and enable LinkedIn Sales Navigator for the organization that you're already signed in to. More information: Install through Advanced Settings.
• AppSource: Use the LinkedIn Sales Navigator for Dynamics 365 AppSource page to install and enable LinkedIn Sales Navigator if you're managing multiple organizations and want to enable it in an organization. To learn more, see Install through the AppSource page.
• App Settings: Use the LinkedIn Integration Settings option under App Settings in Sales Hub app to install and enable LinkedIn Sales Navigator for the organization that you're already signed in to. More information: Install through App Settings.

Important

Dynamics 365 Sales (on-premises) doesn't support LinkedIn Sales Navigator.

Use the following steps to install and enable LinkedIn Sales Navigator:

1. Review prerequisites.
2. Install LinkedIn Sales Navigator:
   • Through Advanced Settings.
   • Through the AppSource page.
   • Through App Settings
3. Validate the installation.
4. Enable LinkedIn Sales Navigator.
5. Enable CRM sync and activity writeback

Review prerequisites

Review the following prerequisites to install and enable LinkedIn Sales Navigator:

• You have a System Administrator security role in Dynamics 365.

• You can integrate LinkedIn Sales Navigator with Dynamics 365 Customer Engagement only and can't be integrated with a Microsoft Dataverse organization.

• You have a Microsoft Relationship Sales subscription for Dynamics 365. Microsoft Relationship Sales (MRS) solution includes Dynamics Sales Enterprise and LinkedIn Sales Navigator Team license.
  or
  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.

  Note

  We recommend having a Microsoft Relationship Sales solution Plus license that includes Dynamics 365 Sales Enterprise and LinkedIn Sales Navigator Enterprise license. To learn more, see the Dynamics 365 Sales section from the Microsoft Dynamics 365 Licensing Guide.

• You'll need to enable JavaScript in your browser.

• You'll need to disable your pop-up blocker for the Dynamics 365 domain.

Install through Advanced Settings

1. In your app, select Settings , and then select Advanced Settings.

   

   The Business Management settings page opens in a new browser tab.

2. Select LinkedIn Sales Navigator.

   

3. On the new Installation tab that opens, select Continue to install the required solutions. It takes a few minutes to complete the installation.

4. Verify that the installation is complete by following the steps in Validate the installation.

Install through the AppSource page

1. Go to the LinkedIn Sales Navigator for Dynamics 365 AppSource page, and then select GET IT NOW.

   

2. Read the terms and conditions, and then select Continue.

   

   The Dynamics 365 marketplace opens.

3. Choose the organization from the Organization to add the application to list, select the check boxes for Microsoft and Dynamics 365 legal terms and privacy statements, and then select Agree.

   

4. On the Manage your solutions page, verify the status of the installation.

   

5. Verify that the installation is complete by following the steps in Validate the installation.

Install through App Settings

1. Sign in to your Sales Hub app.

2. In the site map, at the lower-left, select the Change area icon , and then select App Settings.

   

3. Under General Settings, select LinkedIn integration and then select Manage.

   

4. On the LinkedIn integration page, select Enable LinkedIn integration.

   

5. On the Installation tab, select Continue to install the required solutions.

   Note

   The installation may take few minutes to complete.

6. Verify that the installation is complete by following the steps in Validate the installation.

Validate the installation

1. In your app, select Settings , and then select Advanced Settings.

   

2. Go to Settings > Customizations > Solutions.

3. Verify that the following solutions are installed in your organization.

   • LinkedInSalesNavigatorControlsForUnifiedClient
   • LinkedIn
   • msdyn_LinkedInSalesNavigatorAnchor

   

   Note

   If the LinkedInSalesNavigatorControlsForUnifiedClient solution is not available in the list, go to the LinkedInSalesNavigatorControlsForUnifiedClient solution is not available in the organization to configure LinkedIn Sales Navigator section and perform the steps.

4. When the installation is completed, select Go to Configuration and follow the steps to Enable LinkedIn Sales Navigator.

Enable LinkedIn Sales Navigator

When enabled, the Sales Navigator controls will appear on Account, Contact, Lead, and Opportunity pages by default. You can also customize other forms and entities to show Sales Navigator controls. Use one of the following procedures to enable default controls for LinkedIn Sales Navigator content.

• Advanced Settings
• App Settings

Advanced Settings

1. In your app, select Settings , and then select Advanced Settings.

   

2. On the Business Management settings page, select LinkedIn Sales Navigator.

   

3. Turn on the Enable Sales Navigator integration toggle.

   

4. Select OK.

App Settings

1. Sign in to your Sales Hub app and go to App Settings.

2. Under General Settings, select LinkedIn integration and then select Manage.

   

3. On the LinkedIn integration page, toggle the following options to enable:

   • Sales navigator integration
   • Daily profile picture updates
   • See personnel and employment changes

   

4. Select Save.

Note

After you have enabled the LinkedIn Sales Navigator solution, enable CRM sync and activity writeback.

Enable CRM sync and activity writeback

By enabling the CRM sync and activity writeback, the Sales Navigator matches the Accounts, Leads, and Contacts in Dynamics 365 Sales. It also saves information you create in Sales Navigator directly in your Dynamics 365 Sales, including InMails and Messages.

To enable the CRM sync and activity writeback, follow the process as defined in CRM Sync & Activity Writeback for Dynamics 365.

Existing orgs that got updated with April 19 features

In the April 19 release, we introduced changes to how the Sales Navigator controls are enabled. Here are a few things to consider if you don't plan to enable the integration:

• Three solutions related to the LinkedIn integration appear in the All Solutions view in Settings > Customizations > Solutions. Although these solutions are preinstalled, the functionality and data transfer between the two systems will be disabled unless you enable LinkedIn Sales Navigator. Additionally, CRM Sync needs to be explicitly enabled on LinkedIn Sales Navigator Admin Settings page.

  

• System customizers will see the new LinkedIn controls in Account, Contact, Lead, and Opportunity form editors. However, the visibility for these controls is turned off by default and users won't be able to see them on forms unless the feature is enabled by a system administrator. Customizers can remove these controls from pages as they'd remove any control that they consider too distracting.

  

• While using Advanced Find, users see the new entities introduced by these solutions (InMails, Messages, and Smart Links) even if the integration wasn't enabled. This is the intended behavior; users can ignore these entities if they aren't actively using LinkedIn Sales Navigator.

See also

Overview for LinkedIn Sales Navigator solutions
Customize forms to show Sales Navigator controls
Work with Sales Navigator controls on forms
See profile pictures