Establish a connection between Dynamics 365 Connector for LinkedIn Lead Gen Forms and LinkedIn
Before we can sync leads from LinkedIn campaign accounts to a Customer Engagement organization, a LinkedIn member with access to LinkedIn Campaign Manager is required to authorize their LinkedIn accounts in Customer Engagement. This user requires at least a LinkedIn Lead Gen Forms Connector Salesperson security role.
More information about assigning security roles to users: TechNet: Create users and assign Microsoft Dynamics 365 for Customer Engagement (online) security roles.
Authorize Customer Engagement apps to sync data from LinkedIn Campaign Manager
Go to Sales > LinkedIn Lead Gen Forms > LinkedIn User Profile.
To add a new LinkedIn user profile record, select New, enter a Name, and then select Save.
To add LinkedIn accounts to this user profile, select Authorize.
Enter the credentials for your LinkedIn profile, and then select Sign In.
In the permissions dialog box, select Allow.
Check and confirm the Customer Engagement organization you want to sync your LinkedIn data to.
After successful authorization, the LinkedIn accounts appear on the LinkedIn User Profile record. You can review the details of the LinkedIn accounts in the form. It might take a few seconds to get the accounts; try refreshing the view if you don’t see them.
LinkedIn form submissions are now synced automatically to the destination system. You’ll be able to see the data in Customer Engagement apps as soon as the sync is complete, which might take a few minutes.
See the sync status for LinkedIn data
When you go to Sales > LinkedIn Lead Gen > Sync Status, you'll find an aggregated overview about the data that was pulled from all LinkedIn user profiles to Dynamics 365 for Customer Engagement. At a glance, you can see when the most recent synchronization took place and find out how many leads were created or updated in total.
If you want synchronize the LinkedIn data retroactively after migrating to a to a newly created Dynamics 365 for Customer Engagement organization, you can trigger an optional, on-demand sync of all data from LinkedIn by selecting Reset Synchronization. This will pull all lead data from LinkedIn again. We don't recommend this action if you already have a working synchronization set up because the matching will fail for all leads that were matched earlier. Additionally, it can take a long time to complete as it's syncing all leads again and thus shouldn't be used frequently.