Integrating LinkedIn and Dynamics CRM

  • Article

As a sales technologist I work with customers and prospects across a variety of industries. There are four tools that I primarily use to do my job, and they are Microsoft Outlook, Skype for Business, Microsoft CRM Online and LinkedIn. Until now Outlook, Skype and CRM were tightly integrated and now LinkedIn is joining the party. Introducing the LinkedIn integration with Dynamics CRM, more details on how to get this setup is detailed out on the documentation at https://help.linkedin.com/app/sales-navigator/answers/detail/a_id/56320 

Thought I share a few screenshots here...

LinkedIn Member Profile in CRM

LinkedIn Company Profile

 

Few details you should know

This works seamlessly on the CRM 2015 release, however if you have the CRM Online Spring Release (Carina), then the turbo forms settings needs to be turned off otherwise you may get a JS error that it is not being loaded.

If you run into this issue, turn this option on Settings - Administration - System Settings and the general tab, select the following option to "Yes"