Sales Navigator with Dynamics 365 Sales: Setup and Sync

How Sales Navigator works with Dynamics 365 Sales

To use Sales Navigator with Dynamics 365 Sales, an admin installs the LinkedIn Sales Navigator solution in Dynamics 365 and a Sales Navigator admin turns on CRM Sync. The Sales Navigator controls then show LinkedIn profile and company insights, mutual connections and recommended people on Account, Contact, Lead and Opportunity forms. CRM Sync imports your Dynamics records into Sales Navigator every 12 hours, auto-saves the accounts and contacts on open opportunities, and writes InMails, messages, calls and notes back to Dynamics as activities. Microsoft lists Sales Navigator Advanced Plus as the license for the integration, and CRM Sync is Advanced Plus only. Only online Dynamics 365 is supported, not on-premises.

Requirements: license, Dynamics version and admins

• Sales Navigator license: Advanced Plus. Microsoft's overview says the Dynamics 365 Sales integration is available only with Advanced Plus, and LinkedIn's CRM Sync, activity writeback and Data Validation are Advanced Plus features. Microsoft's install guide also accepts Advanced for the form controls alone.
• Microsoft Relationship Sales: Microsoft recommends the Relationship Sales solution Plus license, which bundles Dynamics 365 Sales Enterprise with Sales Navigator Advanced Plus. A Relationship Sales subscription does not provision LinkedIn seats automatically: both the Dynamics 365 and the LinkedIn license must be active and assigned to each user.
• Dynamics version: Dynamics 365 Sales online (the solution is also available in the Sales Professional app), or Dynamics CRM 2016 online, with API access enabled. It must be a Dynamics 365 Customer Engagement environment, not a standalone Dataverse environment. Dynamics 365 Sales on-premises is not supported.
• Admins and access: a user with the System Administrator role in Dynamics 365, a Sales Navigator administrator, the "LinkedIn for Dynamics CRM" enterprise app enabled in Azure, and an integration user with the permissions LinkedIn lists. Browsers need JavaScript on and pop-ups allowed for your Dynamics domain.
• CRM Sync enabled by LinkedIn: your LinkedIn account representative switches it on for your contract.

How to set up Sales Navigator in Dynamics 365, step by step

1. Confirm licenses are active and assigned in both Dynamics 365 and Sales Navigator.
2. Install the solution. In the Sales Hub app, go to App Settings, then General Settings, then LinkedIn integration, and select Enable LinkedIn integration. You can also start from Advanced Settings (Business Management, LinkedIn Sales Navigator) or from the LinkedIn Sales Navigator for Dynamics 365 listing on Microsoft Marketplace. Choose your environment, accept the terms and select Install.
3. Validate the install. Under Customization, Solutions, check that LinkedInSalesNavigatorControlsForUnifiedClient, LinkedIn and msdyn_LinkedInSalesNavigatorAnchor are installed.
4. Enable the integration. On the LinkedIn integration page, turn on Sales navigator integration, which puts the controls on Account, Contact, Lead and Opportunity forms by default. Optionally turn on daily profile picture updates and personal and employment changes.
5. Enable the LinkedIn for Dynamics CRM app in Azure and create the integration user.
6. Ask your LinkedIn rep to enable CRM Sync, then connect the org in Sales Navigator Admin Settings. You can connect a sandbox first to test.
7. Choose sync preferences: which users get auto-save and writeback, the opportunity stage from which accounts and contacts are imported, and which field holds revenue. Use custom field mapping if your data lives in custom fields.
8. Confirm activity writeback. Writeback is now on by default for every user once the admin enables it, and each user can switch it off. Choose which activities to log.
9. Optionally switch on Data Validation to flag contacts who have changed companies (covered below).
10. Tune your forms and check match rates in the Sales Navigator admin console, and fix wrong matches from the controls.

Sources: Microsoft Learn: Install and enable LinkedIn Sales Navigator, Microsoft Learn: Integrate LinkedIn Sales Navigator with Dynamics 365 Sales and LinkedIn: CRM Sync Dynamics technical guide.

What you see inside Dynamics

The Lead control (on a person)

• Top Card: name, headline and more, with options to message or save the person as a Sales Navigator lead.
• News (Icebreakers): highlights, activity and conversation starters.
• Connections (Get Introduced): mutual connections who could introduce you.
• Related Leads: similar people who may be other stakeholders on the deal.

The Account control (on a company)

• Top Card and News for the company.
• Connections: people who could make a first contact.
• Account IQ: AI-generated summaries of the account's priorities, challenges and financials.
• Find Key People: recommended leads; persona-based search and TeamLink detail need Advanced Plus.

Both controls also come in lookup versions that let users search for the right LinkedIn profile, and a user can fix a wrong match from the control.

What syncs and what does not

From Dynamics into Sales Navigator (CRM Sync)

• Imports Opportunity, Contact, Account, Lead, Team, user and activity (ActivityPointer) data and matches it to LinkedIn people and companies, at setup and then every 12 hours, mostly through bulk APIs to limit API usage.
• Auto-save: accounts and contacts on open opportunities past the stage you choose are saved in Sales Navigator for the opportunity owner, so they get alerts.
• CRM badges and filters: Sales Navigator shows which people are in your CRM, not in it, or out of date, links to the record, and filters lead searches to in-CRM or not-in-CRM.
• Shows CRM contact details on lead pages, and lets admins assign seats based on Dynamics users.

From Sales Navigator back into Dynamics (activity writeback)

• InMails and LinkedIn messages are logged as activities, notes are logged as notes, calls from the Sales Navigator mobile app are logged as tasks, and Smart Links views are logged too. Each user writes back their own activity, instantly, to the matched Lead or Contact. Writeback to Accounts supports notes only.
• Reps can push updates to a Dynamics lead or contact from Sales Navigator in a few clicks.

Job changes: Data Validation

• With CRM Sync and Data Validation on (Advanced Plus; Microsoft lists the Relationship Sales Plus license), Dynamics flags contacts whose LinkedIn profile shows they have left the account's company. The first run covers company changes from the past two years; after that, updates arrive every 24 hours.
• Sellers see the flag as a red dot in the account org chart, in the "All Opportunities at Risk - Contact left" and "All Contacts Not at Company" views, and on the Relationship Assistant card.
• A seller confirms the change in the Verify Contact Details pane and selects Update contact, or chooses Ignore Update.

What does not sync

• Existing Dynamics data is never overwritten or merged. Writeback only appends new activities and notes.
• LinkedIn company data is not pushed into your Account fields, and titles are not rewritten automatically. Data Validation flags a move; a seller updates the record.
• Each LinkedIn profile links to one CRM record, and auto-saves are not removed when ownership changes.
• Everything is LinkedIn data: the controls show LinkedIn connections, not who on your team has actually met or worked with the buyer.

Where the LinkedIn view stops

"Get Introduced" and TeamLink show LinkedIn connections. The strongest warm paths in most revenue teams are not LinkedIn connections: the CSM who runs a customer's quarterly reviews, the executive who worked with the buyer at a previous company, the investor on the buyer's board, the partner already selling into the account. None of those appear in the LinkedIn controls, and the controls do not say how well someone knows the buyer or who should make the ask.

Where Boomerang fits

Boomerang covers the warm-introduction step. Its AI agent, Rudy, maps who your executives and employees, investors and board, customer champions and partners know at your target accounts, using 80+ relationship signals from systems you already have and public sources. On a live deal, Rudy proposes who should ask whom and drafts the ask. The rep and the relationship owner approve, and the connector reviews and sends from their own account. Rudy never sends anything, and he tracks each ask to a booked meeting.

Armis created 26,000 warm-intro paths with Boomerang and saw 10x ROI on revenue booked in one year.

Boomerang and Dynamics 365: API, not a native integration

Boomerang's native CRM integrations are Salesforce, HubSpot and Attio. It does not have a native Dynamics 365 integration. Teams on Dynamics 365 connect the two through the Boomerang REST API and webhooks: send target accounts and open opportunities from Dynamics to Boomerang, and receive warm paths and intro outcomes to record on the Dynamics account or opportunity. Day to day, reps work with Rudy in Slack. Boomerang does not update, enrich or clean Dynamics contact records; that stays with Sales Navigator Data Validation and your own data processes. If Dynamics is your system of record, ask us how to wire it.

Same guide for Salesforce and HubSpot

If part of your team runs another CRM, see the LinkedIn Sales Navigator Salesforce integration guide and the Sales Navigator and HubSpot guide. For the product itself, read how LinkedIn Sales Navigator works.

Related reading

• LinkedIn Sales Navigator Salesforce integration guide
• Sales Navigator for HubSpot: how to sync LinkedIn into your CRM
• How LinkedIn Sales Navigator works
• LinkedIn Sales Navigator alternatives (2026)
• Boomerang vs Sales Navigator

Want to see it on your own accounts? Book a walkthrough.

Related reading: The Anatomy of a Buying Committee: Buyers Missing from CRM, Manufacturing CRM: The 2026 Comparison Guide