Add LinkedIn Sales Navigator controls to forms
For Dynamics 365 Sales Professional, the lead and contact forms must be treated as custom forms and add the controls to these forms.
- You have Customizer or System Administrator security role in Dynamics 365.
- To test the controls, you need to be a LinkedIn Sales Navigator seat holder.
Add Sales Navigator controls to a form
You can use the web app to add custom controls on any form or entity of a Unified Interface app in Dynamics 365 that contains a field for last name, primary contact, or account name.
There are different types of LinkedIn controls which are added automatically when using the latest version of the out-of-box integrations:
- LinkedIn Sales Navigator Lead (member profile): Shows information about a LinkedIn member profile using a specific lead or contact name.
- LinkedIn Lead Lookup Control: Shows member profile information using the name of the primary contact related to the record.
- LinkedIn Sales Navigator Account (company profile): Shows information about a LinkedIn company profile using a specific account name.
- LinkedIn Account Lookup Control: Shows company profile information using the account name related to the record.
- LinkedIn InMail Control: Shows a form where you can send an InMail message to another LinkedIn member.
The Sales Navigator controls can be added by modifying field on a form in Dynamics 365. Modify the following fields according to the control type. Optionally, you can add multiple fields to match the control to make the matches more relevant. Keep in mind that this requires all fields to match before a member profile or company profile is suggested. If no match, or in rare cases a wrong match is found, you can use the search interface to find the right profile.
Add a member profile to a Lead form
This procedure shows an example of how to add a LinkedIn Sales Navigator Lead (member profile) on the Lead form by modifying the Last Name field. Other controls can be configured in the same way on other entities where the controls aren't placed by default.
In the web client of Dynamics 365, go to Settings > Customizations.
Select Customize the System. For this example, we'll customize the default solution. Learn more about customizing Dynamics 365 apps.
Expand the Entities node and select the entity you want to customize. You can use virtually any entity, but for this example, we'll select the Lead entity and expand the node.
Select Forms and then select the default Lead form.
To add a reference to a custom control, begin by opening a field on the form, which will be bound to the primary attribute of the control (“Last Name” field for the member profile control and “Company Name” for the company profile control). In this example, we already have the Last Name field to the form.
Member profile and company profile controls are read-only controls. We recommend that you create a copy of the two fields ("Last Name" and "Company Name") that you're binding these controls to, so that you can continue to edit the fields.
Select the Last Name field and then select Change Properties in the ribbon.
By default, controls on the Unified Interface show in two columns with the label and value side by side. To maximize the control so that it takes the full horizontal space available on the column, clear the Display label on the form check box on the Display tab.
In the Field Properties window, switch to the Controls tab and select Add control.
Select the LinkedIn Sales Navigator member profile control and select Add.
Now you need to configure the Sales Navigator control. In the Control area, select Web form factor for the LinkedIn control.
Currently, the controls are available on desktop form factors. On mobile (phone and tablet) scenarios, the controls fall back to the default platform control. To hide the default controls from the forms on mobile scenarios, select the Hide Default Control check box.
In the property area, make sure all required properties (with a red asterisk) have a binding configured. You might need to scroll down in the list to find additional required properties. For this example, we need to configure one additional property. We recommend binding the remaining parameters (first name, email, job title, and company name) to the corresponding fields on the Lead entity. The more parameters are passed to the control, the greater will be the accuracy to find the right match.
Select the First Name property with the description and select the pencil icon. Use this optional field to specify the LinkedIn member’s first name for the matching query. Specifying this attribute increases the match accuracy.
In the Bind to a value on a field list, select firstname (SingleLine.Text) and select OK.
Select Add in the Field Properties window.
In the Form Editor, select Save to apply your changes to the form.
- Select Publish to make your customizations available to the organization.
When using the Microsoft Edge browser, add your Dynamics 365 domain as a trusted site. This is required to read cookies from the linkedin.com domain. To
- Select the lock icon in the address bar on a Dynamics 365 record with Sales Navigator controls.
- Select Manage for all sites under Tracking prevention.
- Select Exceptions and add your Dynamics 365 domain to the list.