How to Integrate LinkedIn with Dynamics Marketing for Seamless Campaigns

With LinkedIn Integration, you put your marketing and sales data together. You can find new leads, watch what they do, and keep your records fresh. Here’s how this helps you:

1. Find new leads with special filters and send them to your CRM. 2. See LinkedIn profiles inside Dynamics 365. Save time because you do not need to switch tools. 3. Keep contact details up to date and notice when someone gets a new job. 4. Track LinkedIn outreach and view reports in Dynamics 365.

A single customer profile helps you send personal messages and get better campaign results. You reach customers in many ways and use analytics to make smarter choices.

Key Takeaways

• Link LinkedIn Sales Navigator with Dynamics Marketing to find leads. This helps keep contact info updated by itself.

• Use LinkedIn Lead Gen Forms to get leads easily. Their data goes right into Dynamics Marketing for fast follow-up.

• Split your audience using LinkedIn data to find the right people. This helps you run better ad campaigns.

• Watch campaign results in Dynamics Marketing to see what works. This helps you make your lead conversion rates better.

• Keep your data safe by using secure logins and the right permissions. Check your integration setup often to make sure it is safe.

Prerequisites

Accounts Needed

You need the right accounts to use LinkedIn Integration with Dynamics Marketing. You must have a LinkedIn Sales Navigator Advanced Plus license. This license lets you use CRM integration features. Other plans like Core or Advanced do not work for this. You also need a Dynamics 365 Sales Enterprise license. If you have a Microsoft Relationship Sales subscription, you get both licenses together. These accounts help you sync data and see LinkedIn activities in Dynamics 365. Make sure you turn on CRM sync and activity writeback. This keeps your records matched and up to date.

Permissions and Licenses

You need certain roles and permissions to set up LinkedIn Integration.

• Give the LinkedIn Lead Gen Forms Administrator role to people who manage the integration. This role lets them set up lead matching and field mapping.

• Give the LinkedIn Lead Gen Forms Salesperson role to users who only need to view leads or sync their profiles.

• Keep the LinkedIn LeadGen S2SInbound role and service users like D365 Marketing. These roles help the system work well.

Do not remove or change these service users. If you do, the integration might stop working.

If you use LinkedIn Recruiter with Dynamics ATS, you must be an admin in both systems. You also need a Hiring Project Creator license in LinkedIn Recruiter.

Connector Setup

You need the Dynamics 365 Connector for LinkedIn Lead Gen Forms to connect your accounts. Only this connector works with Dynamics Marketing. You must have global admin rights in Microsoft 365. You also need system admin or customizer roles in Dynamics 365. You need a LinkedIn Advertising Account with permission to manage ads. Install the connector from Microsoft AppSource. Sign in with your Dynamics 365 admin account. Assign the right security roles, like LinkedIn Lead Gen Forms Administrator and Salesperson. This connector lets you run lead generation campaigns like Sponsored Content and Dynamic Ads on LinkedIn.

LinkedIn Integration Setup

Access Integration Features

First, open Dynamics 365 Marketing. Go to the settings area. Find the LinkedIn Integration section. This is where you manage LinkedIn features. You need admin rights to see these options. If you do not see the menu, check your permissions. You can also ask your system administrator for help.

Tip: Always use a safe network when using integration features. This helps keep your data safe.

Connect LinkedIn Account

To connect your LinkedIn account, do these steps:

1. Click the LinkedIn Integration option in Dynamics 365 Marketing.

2. Pick "Add LinkedIn Account" or a similar button.

3. Log in with your LinkedIn Sales Navigator details.

4. Use OAuth to sign in. This keeps your login safe and private.

5. If you have not logged in before, your Azure Global Admin may need to allow OAuth.

6. Use the same CRM instance that is linked to CRM Sync. If you use a different one, the connection will not work.

7. If your group uses Single Sign-On, you can sign in faster if you already logged in.

8. The LinkedIn Sales Navigator Writeback app must be allowed in Dynamics 365.

9. Make sure you have API access and the right CRM permissions.

Note: OAuth and SSO keep your login safe. Data is encrypted when sent and stored. Only users with the right access can see or change data. Admins can turn off the integration or remove CRM data from LinkedIn if needed.

Configure Data Sync

After you connect your account, set up data sync. This keeps your leads and contacts up to date between LinkedIn and Dynamics Marketing.

• Only turn on and sync the tables you need for your goals. This saves time and system power.

• Learn how tables connect to each other. Make sure the tables you sync link to Contact or Lead tables. This helps with segmentation, dynamic email content, and lead scoring.

• Give enough time for data to sync after changes. Big data sets may take up to 30 minutes or more.

• Use synced tables for three main things: segmentation, dynamic email content, and lead scoring.

• Table links can be direct or indirect. This lets you make advanced lead scoring rules.

• Be careful when you publish changes to sync tables. You cannot undo this action.

Common Mistake: Many people make mistakes in data mapping. Always check that fields from LinkedIn match the right fields in Dynamics Marketing. Bad mapping can send data to the wrong place.

A custom solution now helps you keep LinkedIn lead sync working, even after some old features were removed. This solution uses Microsoft tools for both real-time and outbound marketing. You can keep your lead generation and data sync running well.

Security Reminder:

• OAuth 2.0 keeps your login and data safe.

• All tokens and secrets must stay private and never be in public files or logs.

• Only use safe HTTPS connections for all data moves.

• Admins can do security checks and remove access if needed.

By following these steps, you set up LinkedIn Integration safely and easily. You keep your marketing data fresh and ready for your next campaign.

Campaign Management

Lead Gen Forms

You can use LinkedIn Lead Gen Forms to collect leads quickly and easily. These forms pull information from a user’s LinkedIn profile, so people do not need to type their details. Here is how you use Lead Gen Forms in your campaigns:

1. Log in to LinkedIn Campaign Manager.

2. Go to Account Assets and select "Lead Generation Forms."

3. Create a new form template. Choose the fields you want to collect, such as name, email, or job title.

4. Add a call-to-action that tells people what to do next.

5. Save your form. You can now use it in Sponsored Content or Sponsored InMail campaigns.

6. When someone submits the form, their data goes straight into Dynamics Marketing.

7. Use this data to follow up with leads and start nurturing them right away.

Tip: Lead Gen Forms help you set up campaigns faster and manage leads more efficiently.

Audience Segmentation

You can target the right people by segmenting your audience with LinkedIn data in Dynamics Marketing. Follow these steps to create and use segments:

1. Build static or live segments in Customer Insights - Journeys.

2. Make sure each segment has at least 300 contacts.

3. Open the LinkedIn Matched Audience tab and start the matched-audience wizard.

4. Sign in and connect to LinkedIn Campaign Manager.

5. Sync hashed email addresses to LinkedIn. LinkedIn matches these to its members for targeting.

6. Use your matched audience to run LinkedIn ad campaigns.

Note: If you change a segment, you need to create a new matched audience for updates. LinkedIn keeps privacy by hashing emails before matching.

Performance Tracking

You need to track your campaign’s results to see what works best. Dynamics Marketing gives you many ways to measure performance:

• Track clicks, impressions, and click-through rate (CTR) to see how many people interact with your ads.

• Measure conversions, conversion rate, and cost per conversion to check how many leads turn into customers.

• Watch cost per lead (CPL) and leads from Lead Gen Forms to manage your budget.

• Use video metrics like viewable rate if you run video ads.

• Check performance by job function, company size, industry, and location for B2B campaigns.

• Use automated reports to compare ad formats and device performance.

• Set up conversion tracking to link leads and sign-ups to specific campaigns.

Pro Tip: Accurate tracking helps you improve your campaigns and boost lead conversion rates.

Best Practices

Optimize Integration

You can make your setup work better by doing a few things. Check your sync settings often. Only sync the data you need for your campaigns. This keeps your system fast and simple. Use clear field mapping between LinkedIn and Dynamics Marketing. Make sure each field goes to the right place in your CRM. Test your lead flow with sample data before you start a campaign. This helps you find mistakes early. Review your integration on a regular schedule. Watch for new features or updates from Microsoft and LinkedIn. These updates can help your campaigns and keep your data safe.

Tip: Train your team on both platforms. This helps everyone use the tools well and spot problems fast.

Troubleshoot Issues

Sometimes, you might have trouble with syncing or lead data. You can fix most problems by following these steps:
1. Log into Dynamics Marketing and open the LinkedIn Lead Gen section.
2. Go to User Profiles in the LinkedIn Lead Gen menu.
3. Use the Reset Synchronization option. This will re-sync all LinkedIn accounts, campaigns, forms, and submissions.
4. Check that the form you changed in LinkedIn shows the right questions and fields in Dynamics.
5. Resubmit test leads to make sure syncing works.

If you still have problems, check your permissions and look for any recent changes in your accounts. Keeping a log of changes can help you find the cause faster.

Data Privacy

You must keep your customer data safe at every step. Here are some important privacy rules:

• Your CRM data stays private and never leaves your company.

• Data is stored on secure U.S. servers with limited, checked access.

• All data is encrypted when stored to keep it safe.

• OAuth controls login, so you can stop access at any time.

• Communication between LinkedIn and CRM uses SSL for safety.

• LinkedIn does security tests and yearly reviews for integrations.

Note: These steps help you keep your data private and safe when you sync CRM data with LinkedIn and Dynamics Marketing.

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Now you can see how LinkedIn Integration helps your teams work together. This setup lets you get leads, watch their progress, and improve your results. Try these cool features to get even more out of it:

1. Use Sales Navigator to capture leads automatically.

2. Get alerts and score leads right away.

3. Send emails that match what people do on LinkedIn.

4. Let sales reps save time with task automation.

5. Track and work together across different platforms.

Check out these helpful resources:

• Microsoft guides for setup and security roles.

• How-to guides for matching leads and mapping fields.

• Tips for making good lead-scoring models.

Try a pilot campaign first. You might see more people join in and faster sales.

FAQ

How do you update LinkedIn credentials in Dynamics Marketing?

Open LinkedIn Integration settings. Click on your account. Choose "Update Credentials." Sign in with your LinkedIn info. This keeps your connection working and safe.

Can you sync custom fields from LinkedIn Lead Gen Forms?

Most standard and custom fields can be mapped. Go to field mapping in Dynamics Marketing. Match LinkedIn fields to CRM fields. Always test mapping with sample leads.

What happens if you remove a user from LinkedIn or Dynamics?

If you remove a user, they lose access to integration features. Their synced data stays in Dynamics Marketing. You can give leads to someone else or change permissions.

How often does data sync between LinkedIn and Dynamics Marketing?

Data usually syncs every few minutes. Big data sets may take up to 30 minutes. You can check sync status in the LinkedIn Integration dashboard.

Do you need admin rights to set up LinkedIn Integration?

Yes, you need admin rights in both Dynamics Marketing and LinkedIn. This lets you connect accounts, manage permissions, and set up data sync.