Integrating Sales Navigator into Microsoft Office 365 helps you build better relationships with your prospects and customers. With this integration, insights surface directly within Outlook for web and you won’t spend time toggling between multiple tools.
As an admin, you can enable Microsoft Office 365 integration for your team via Sales Navigator.
Before enabling Sales Navigator integration, follow the steps below to ensure that the Microsoft Office 365 Profile Card is installed:
Select a contact or lead in Microsoft Outlook for web, and access the Microsoft Office 365 Profile Card.
View the
Notice the Sales Navigator section at the top of the card.
You can now proceed to enable Sales Navigator integration with Microsoft Office 365 products and accounts.
To enable integration with Microsoft Office 365 products for your team:
Click Admin at the top of your Sales Navigator homepage and select Admin Settings.
Scroll down to the bottom of the Admin Settings page.
Click Change next to Microsoft Office 365, and change the toggle to view Yes.
Click Close.
To allow users to connect their Microsoft Office accounts with LinkedIn:
Under the Home tab on your Microsoft Office page, select User Settings.
Scroll down to the bottom of the User Settings page.
Under LinkedIn account connections, select one of the options - Yes to allow all users to connect, Selected to allow connection for only a group of selected users, and No to remove the option to connect.
Save your settings to ensure that users can connect their accounts with LinkedIn.
If you’re on multiple dashboards, your integration and connections will be saved on the dashboard you last logged in with.