Install Dynamics 365 Connector for LinkedIn Lead Gen Forms from AppSource
To enable the synchronization of lead data from LinkedIn to Customer Engagement apps, a system administrator needs to install Dynamics 365 Connector for LinkedIn Lead Gen Forms from Microsoft AppSource.
To install, update, or remove the solution, you’ll need global admin permissions in Office 365, and be a system administrator or have a customizer security role in Customer Engagement apps.
The capabilities in this solution require at least the December 2016 Update for Dynamics 365 (online).
To sync leads from LinkedIn and run campaigns on LinkedIn, you need access to a LinkedIn Advertising Account that can manage ads by using LinkedIn Campaign Manager.
More information: LinkedIn: Campaign Manager Overview, LinkedIn: Creating an Account for Campaigns, LinkedIn: Adding, Editing, and Removing User Permissions on Advertising Accounts
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Download and install the solution from AppSource
First, an administrator needs to install the solution.
Get the app package from Microsoft AppSource.
Sign in to your Customer Engagement system admin account.
Select Get to start installing the solution.
Review and accept the disclaimer, required permissions, and service terms to install Dynamics 365 Connector for LinkedIn Lead Gen Forms. You need to be a global admin in this Office 365 tenant to authorize S2S inbound. More information about S2S: MSDN: Build web applications using Server-to-Server (S2S) authentication
It takes a few minutes to install the solution. To monitor the status of the installation, or update or remove a managed solution, go to the Microsoft 365 admin center. More information: TechNet: Use the Microsoft 365 admin center to manage your subscription.
In Dynamics 365 (online), version 8.2 settings, go to Settings > Customization > Solutions and select LinkedIn Lead Gen Forms Connector to see the solution details.
The solution creates two new security roles, which you assign to users so they can work with LinkedIn Lead Gen Forms in Dynamics 365 (online), version 8.2 apps. A third role, LinkedIn Lead Gen S2S Inbound, is an internal security role used by the solution to sync data.
LinkedIn Lead Gen Forms Administrator—Users with this role can configure lead matching strategies, LinkedIn field mapping, and solution settings for Dynamics 365 Connector for LinkedIn Lead Gen Forms.
LinkedIn Lead Gen Forms Salesperson—These users can authorize LinkedIn user profiles to sync data to Dynamics 365 (online), version 8.2, and view details about the synced submissions.
Assign these security roles to users you want to provide access to the LinkedIn Lead Gen menu item. To learn how to assign a security role to users, see TechNet: Create users and assign Microsoft Dynamics 365 for Customer Engagement (online) security roles.
More information about installing or removing a solution: TechNet: Install or remove a preferred solution.
Update the solution
After installing the solution, you can visit the Microsoft 365 admin center to see if an update is available. You'll need global admin permissions to start the update process.
Go to the Microsoft 365 admin center and sign in with your global admin credentials.
Under Admin centers, select Dynamics 365.
In the Dynamics 365 Administration Center, select the Instances tab.
Under Solutions, click Manage your solutions.
Select LinkedIn Lead Gen Forms and click Upgrade.
Review the Terms of service and click Upgrade.