If you haven’t heard of LinkedIn Sales Navigator, you aren’t alone. You can segment from millions down to the most relevant leads for your business making you into a social selling rockstar. While LinkedIn can be used for social selling to some degree of success, LinkedIn Sales Navigator offers many more filters and tools that will allow you to further narrow your search and find your ideal customer profile, build the perfect list of customers and greatly increase your chances of conversion. Getting started with social selling can be a daunting task, but in today’s day and age, it is vital to the success of your B2B business.
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Select Publish to make your customizations available to the organization.LinkedIn has revolutionized the way over 500 million business people from 200 plus countries connect with one another, making it an incredibly valuable resource for B2B businesses.In the Form Editor, select Save to apply your changes to the form. Select Add in the Field Properties window. In the Bind to a value on a field list, select firstname (SingleLine.Text) and select OK. Specifying this attribute increases the match accuracy. Use this optional field to specify the LinkedIn member’s first name for the matching query. Select the First Name property with the description and select the pencil icon. The more parameters are passed to the control, the greater will be the accuracy to find the right match. We recommend binding the remaining parameters (first name, email, job title, and company name) to the corresponding fields on the Lead entity. For this example, we need to configure one additional property. You might need to scroll down in the list to find additional required properties. In the property area, make sure all required properties (with a red asterisk) have a binding configured. To hide the default controls from the forms on mobile scenarios, select the Hide Default Control check box. On mobile (phone and tablet) scenarios, the controls fall back to the default platform control.
In this example, we already have the Last Name field to the form.Ĭurrently, the controls are available on desktop form factors. 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). Select Forms and then select the default Lead form. You can use virtually any entity, but for this example, we'll select the Lead entity and expand the node. Learn more about customizing Dynamics 365 apps.Įxpand the Entities node and select the entity you want to customize. For this example, we'll customize the default solution. In the web client of Dynamics 365, go to Settings > Customizations. Other controls can be configured in the same way on other entities where the controls aren't placed by default.
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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. If no match, or in rare cases a wrong match is found, you can use the search interface to find the right profile. Keep in mind that this requires all fields to match before a member profile or company profile is suggested. Optionally, you can add multiple fields to match the control to make the matches more relevant. Modify the following fields according to the control type. The Sales Navigator controls can be added by modifying field on a form in Dynamics 365. LinkedIn InMail Control: Shows a form where you can send an InMail message to another LinkedIn member.LinkedIn Account Lookup Control: Shows company profile information using the account name related to the record.LinkedIn Sales Navigator Account (company profile): Shows information about a LinkedIn company profile using a specific account name.LinkedIn Lead Lookup Control: Shows member profile information using the name of the primary contact related to the record.LinkedIn Sales Navigator Lead (member profile): Shows information about a LinkedIn member profile using a specific lead or contact name.There are different types of LinkedIn controls which are added automatically when using the latest version of the out-of-box integrations:
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. To test the controls, you need to be a LinkedIn Sales Navigator seat holder.You have Customizer or System Administrator security role in Dynamics 365.For Dynamics 365 Sales Professional, the lead and contact forms must be treated as custom forms and add the controls to these forms.
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