When Microsoft first purchased the professional social media site LinkedIn back in 2016 I remember the excitement amongst my Microsoft Dynamics clients. LinkedIn was, and still is, the holy grail of social networking in the business world. It’s basically a giant customer relationship management (CRM) database of business professionals that not only includes vital demographic information about these people (marketers love this) but the ability to communicate with anyone both in and out of your network.
Expectations were high back then. Many people I know were hoping that Microsoft would basically turn LinkedIn into another CRM offering and build deep integration with its existing CRM applications so that users could access its treasure trove of data and leverage it for prospecting, sales and marketing.
Well, it’s been almost five years and guess what? That didn’t happen. For now, Microsoft Dynamics and LinkedIn are still separate, mostly-independent entities.
There is a LinkedIn for Microsoft Dynamics CRM application that will allow users who own both Microsoft Dynamics and LinkedIn’s Sales Navigator application to view LinkedIn information about leads, contacts, accounts, and opportunities directly in Microsoft Dynamics. The company touts this as a benefit because it avoids having to “switch between multiple tabs and browsers to gather key profile, connection, and activity information about your…