![]() View full LinkedIn profiles directly in the Sales Navigator to identify a prospect’s current company, position, tenure, and location, and receive notifications when prospects update that information.Generate lead recommendations based on your search history.Search the LinkedIn network to identify leads and save them as CRM records.LinkedIn Sales Navigator (also known as LinkedIn Sales Nav or just Sales Nav) allows your sales team to leverage the full power of LinkedIn directly through Dynamics 365: LinkedIn Sales Navigator. Microsoft bought LinkedIn in 2016, which means LinkedIn now fully integrates with Dynamics 365. PowerAutomate syncs with Office 365, Dynamics 365, and other Microsoft products, which means it’s capable of handling a slew of paperless tasks. However, Microsoft’s custom workflow builder ( PowerAutomate) allows you to create powerful and flexible workflows within the software and between the other applications you use for your business. ![]() It will also suggest emails from your Outlook account that you may want to track in Dynamics 365.Ĭustom-built workflows. Dynamics 365 CRM offers some flexibility to configure workflows in the system to automate processes like sending emails, scheduling follow-up activities, and updating record statuses. In addition to alerts and reminders, the assistant connects to Outlook and can track email activity like opens, replies, attachment views, and link clicks, storing this data in Dynamics 365. It can alert you to upcoming meetings, remind you to follow up on an opportunity, or notify you of a customer question or request. Based on this information, the assistant generates action cards that will appear on your dashboard and relevant records in Dynamics 365. If you’re working with a Microsoft-exclusive suite of programs, you don’t have to worry about managing integrations with third-party solutions.Īssistant. The assistant, known previously as Relationship Assistant, tracks your activities, opportunities, and messages. Furthermore, Microsoft takes responsibility for upgrading its software. If you ever want to add another Microsoft software solution, it’s a simple matter of updating your Microsoft license. ![]() This means you have the power to pick and choose which applications your business will use. Just as Dynamics 365 CRM integrates with Office 365, it also integrates with all of the other Dynamics 365 applications, including Marketing, Customer Service, Field Service, and Business Central.
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