LinkedIn Sales Navigator Lead (Member Profile) Control
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You are a Dynamics 365 for Sales system customizer.
You need to set up LinkedIn Sales Navigator Lead (member profile) on the Lead form.
Solution: Add the LinkedIn Sales Navigator Contact (member profile) control.
Does the solution meet the goal?
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A. B.A.
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/linkedin/add-sales-navigator-controls-formsThe solution provided in the question is not correct, as it mentions adding the LinkedIn Sales Navigator Contact control instead of the LinkedIn Sales Navigator Lead control.
LinkedIn Sales Navigator is a feature of Dynamics 365 for Sales that allows users to connect their LinkedIn accounts to their Dynamics 365 account and import LinkedIn profile data for leads and accounts. The LinkedIn Sales Navigator Lead control is used to display LinkedIn profile data for leads on the lead form.
To set up the LinkedIn Sales Navigator Lead control on the Lead form, you need to follow these steps:
- Navigate to the Lead entity in the Dynamics 365 for Sales customization area.
- Select the Forms tab and open the form where you want to add the LinkedIn Sales Navigator Lead control.
- In the form editor, select the Insert tab and then select the LinkedIn Sales Navigator Lead control from the list of available controls.
- Drag and drop the control onto the desired location on the form.
- Save and publish the form changes.
Once you have completed these steps, the LinkedIn Sales Navigator Lead control will be displayed on the Lead form and users will be able to view LinkedIn profile data for leads directly within Dynamics 365 for Sales.
In summary, the correct solution to set up LinkedIn Sales Navigator Lead on the Lead form is to add the LinkedIn Sales Navigator Lead control, not the LinkedIn Sales Navigator Contact control. Therefore, the solution mentioned in the question does not meet the goal.
