Join Gini von Courter for an in-depth discussion in this video Install the LinkedIn Sales Navigator app (widget), part of Dynamics 365: Set Up the LinkedIn Sales Navigator Integration.
- [Instructor] Our first step is to download the ZIP file that includes the widget. And if you are using the installation guide in electronic form, you'll find a link to the LinkedIn solution for Dynamics on page two. If you're using the guide in a printed version, or you're not using it at all, you can use this Bitly link to get there, take you to the same page, LinkedIn Dynamics. And when we get here, we want to save this ZIP file.
And we're not going to extract it, because when we add solutions, Microsoft Dynamics is not looking for an extracted solution, it's looking for the ZIP file. So, you can right click here and save the link as, I'm simply going to save it in my Downloads folder and it will take no time at all to get here. Next, we'll switch to Microsoft Dynamics. And if you are using Dynamics 2016, then you'll see a menu on the left hand side, and when you expand the drop-down, you'll see, for example, Settings, Solutions, and so on.
I'm using 365, so I'm going to go to Sales and Settings. However you get to Settings, we're looking for Solutions, and this will bring up the list of currently installed solutions. Most of these were installed at one time when I didn't upgrade to Dynamics 365, a couple were installed about 10 days earlier. And we'd like to install another, and to do that, we're going to import, and it's this button here to the right of Delete. Click Import and it will allow you to browse and it's going to take you wherever you last were when you browsed, but I left this in Downloads.
And there's my MSDynamics_2016_and_365_Widget.zip file. Click Open, then click Next. And note that we have some Solution Information provided. We know that this is the widget that we're looking for. It was published by LinkedIn, it's a Managed solution. If you'd like to see more information, you can view the solution package details. Notice that you're being prompted by Dynamics to say this solution is an integration solution, you're going to be exchanging information with an external system that would be a LinkedIn Sales Navigator, all of that is as we expect, click Next.
Make sure to leave the Enable Any SDK Message Processing Steps Included in the Solution checkbox enabled, don't turn it off, click Import. The Importing Customizations dialog box appears. I have installed this several times. It typically takes about four to eight minutes for this importing step to finish for me. And I will join you again when it is done. You don't need to watch the progress bar, I'll take care of that. I'm now on the Importing Solution screen.
It says this has completed, that's the good news. It completed with a warning. I can download this log file, it'll come as an XML file that I can view in a browser any other tool that I would use. It completed, so I'm not concerned about this particular warning at this point. I'm going to click Close. And note that the LinkedIn solution is here and is totally installed. At this point, if you are installing in Dynamics 365, you're done, and you're ready to test the solution, which we will do in the next movie.
If you are using Dynamics CRM 2016 On-Premises, then you have some additional steps that you need to take, because you're in an On-Premises install. You need to obtain and install an API key, for example, and you'll find the steps to do that, the On-Premises steps, in the installation guide that we downloaded earlier, starting on page seven. Go ahead and finish those steps and, when you're ready to test, I'll see you in the next movie.