LinkedIn Sales Insights CRM Writeback allows you to establish a foundation of real-time firmographic and function-level data in your CRM from Sales Insights. You can do this through manual export, or by enabling daily export to your CRM.
Review these frequently asked questions to learn more about CRM Writeback for Microsoft Dynamics:
- Microsoft Dynamics 2016 online (including 0.1 and update 1 releases)
- Microsoft Dynamics 365 (online only), running on version 8.2 or higher
No, exporting data from Sales Insights into CRM fields won't count against any quotas in Microsoft Dynamics.
We make batch calls to the Microsoft Dynamics API for every 100 accounts, one call for account data and one call for persona data.
- A custom entity called LinkedIn Sales Insights will be created in your CRM and will appear in a new tab on the account record.
- Firmographic, persona, and custom LinkedIn fields will be available on the LinkedIn Sales Insights entity.
To view a report in Dynamics:
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Open the Microsoft Dynamics instance that is connected to Sales Insights.
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In the Advanced Find screen navigate to the Look For filter, where two reports are available:
- The LinkedIn Sales Insights Personas report comes with two saved views: LinkedIn Sales Insights Company Personas Count and Growth and LinkedIn Sales Insights Personas by Account. This report produces a list of accounts with LinkedIn Sales Insights data appended to it so you can effectively analyze your accounts within Dynamics. You can export this report to CSV.
- The second report available is the LinkedIn Sales Insights Company Profiles report comes with two saved views: Active LinkedIn Sales Insights Company Profiles and Inactive LinkedIn Sales Insights Company Profiles. This report produces a list of company profiles that have been enriched by LinkedIn Sales Insights.
Learn more in the LinkedIn Sales Insights for Microsoft Dynamics Installation Guide.
General CRM Writeback Questions
Learn more about LinkedIn Sales Insights CRM Writeback.