Join Gini von Courter for an in-depth discussion in this video Test the LinkedIn solution, part of Dynamics 365: Set Up the LinkedIn Sales Navigator Integration.
- [Instructor] To test our integration we're going to go to any company record, any contact opportunity or lead and look for the application widgets. There are two. One of them will contain information about people, for example someone's LinkedIn profile, and the second will be for company profiles. I'm going to return to sales and go to my leads and go to Simon Lodine and here's this lead and this is for a CRM implementation for Simon and when I scroll down notice, LinkedIn member profile.
There's Simon and there's Simon's company. Now you could further customize your forms and further customize how or whether the LinkedIn member profile and the LinkedIn company profile appear in different forms. You can make those forms role-based so if some of your users should have access to member profiles and company profiles, you can modify your forms to reflect that and simply create a user role for access to the LinkedIn forms.
When you modify these parts, the company profile and the member profile, you have the choice to collapse them and force and expand when people want to see them, to move it elsewhere in the form, it's down a ways, if you wanted to have it for example, higher up above company you could in this form by customizing the form. You can also hide or even remove this section from the forms if you wish and you'll find more information on that type of customization both in the help files for Dynamics 365 and in the installation guide for LinkedIn Sales Navigator for Microsoft Dynamics.
But before we do any customization, we've done the necessary test. We know that we have created the connection between LinkedIn Sales Navigator and Dynamics 365 because we are pulling Sales Navigator data back into Dynamics.