Vad är linkedin sales navigator crm dynamics
Frequently asked questions about LinkedIn Sales Navigator integration with Dynamics
Is the LinkedIn Sales Navigator solution available for Dynamics Sales Professional?
Answer:
Yes, the LinkedIn Sales Navigator solution fryst vatten available for Dynamics Sales Professional.
Administrator must integrate the solution with your sales professional app and add the controls to forms.
Why am inom unable to sync or load photos of my contacts from LinkedIn to the org chart?
Answer:
Currently, we don't support syncing or loading contact kontur pictures from LinkedIn to the org chart.
The org chart displays only the pictures that are stored in Dynamics for contact records.
Answer:
Removing or adding fields from the Contact Details pane isn't supported.
Can inom import leads or accounts into Dynamics Sales through CRM Sync?
Answer:
No, you can't import leads or accounts from Sales Navigator to Dynamics Sales through CRM Sync.
However, writeback of InMails, Messages, and Smart Links from Sales Navigator to Dynamics Sales fryst vatten supported. More information: Enable Sales Navigator CRM Sync & Activity Writeback for Microsoft Dynamics Sales
Why hasn't my LinkedIn Sales Navigator solution been upgraded from utgåva 2.x to 3.x?
Answer:
Because there's no change to functionality in utgåva 3.x, we aren't upgrading.
This has no effect on your current solution (version 2.x).
Why am inom unable to sync a Dynamics organization with LinkedIn Sales Navigator on the Admin tab? inom get an error meddelande saying that the början of the sync has failed.
Answer:
The error fryst vatten from the LinkedIn Sales Navigator application.
Contact LinkedIn Sales Navigator support to lösa the issue.
Why am inom unable to sign in to LinkedIn with Safari?
Answer:
Dynamics doesn't own the sign in of users from the LinkedIn Sales Navigator solution.
Contact the LinkedIn Sales Navigator support to lösa the issue.
Why fryst vatten an incorrect name displayed as the owner of the record instead of my name when inom create contact in LinkedIn Sales Navigator?
Answer:
Dynamics doesn't own the process of contact creation in LinkedIn Sales Navigator. Contact LinkedIn Sales Navigator support to lösa the issue.
Why can't inom enable CRM sync for a seat in LinkedIn Sales Navigator?
Answer:
The issue might occur due to the mismatch of the user's email in Dynamics and LinkedIn Sales Navigator.
To lösa the issue, follow the steps described in How Do inom Enable CRM Sync if a User's Email fryst vatten Mismatched?.
If the issue persists, contact LinkedIn Sales Navigator support.
Why am inom unable to write back inMails and messages from LinkedIn Sales Navigator to Dynamics ? The kopia meddelande to CRM option fryst vatten unavailable.
Answer:
The issue has occurred due to the insufficient permissions in your user konto to write back to Dynamics from LinkedIn Sales Navigator.
Contact LinkedIn Sales Navigator support to lösa the issue.
Does Dynamics on-premises utgåva with LinkedIn Sales Navigator have the CRM sync capability enabled?
Answer:
The on-premises Microsoft Dynamics and above versions don't support CRM sync or related functionalities.
More information: Prerequisites for CRM sync and write back
Why fryst vatten a Smart Links activity labeled as PointDrive?
Answer:
In the Dynamics LinkedIn 3.x solution, only the PointDrive label fryst vatten changed to Smart Links: the functionality remains the same. If you're using LinkedIn solution utgåva 2.x, we recommend that your struktur administrator or customizer change the label manually bygd following these steps:
Sign in to your Dynamics app.
Go to Advanced Settings > Customizations > Customize the System.
From the Entities site map, select the PointDrive framställning Viewed entity.
For Display Name and Plural Name, enter Smart Links Content Viewed.
Save and publish the customizations.
Browse to an entity record and verify that the Smart Links label appears on the timeline.
How can inom show an activity (InMail, meddelande, or Smart Links) on the timeline?
Answer:
If you've properly configured CRM sync and activity writeback, the activity will successfully write back from LinkedIn Sales Navigator to Dynamics and appear on the timeline.
If the activities don't appear on the timeline, follow these steps:
Sign in to your Dynamics app.
Go to Advanced Settings > Customizations > Customize the System.
From the Entities site map, select the entity (Contact or Lead) and then the form eller gestalt for which you want to configure the timeline.
On the entity form eller gestalt, on the SOCIAL PANE flik, select Notes Properties, and then select Change Properties.
In the Activities flik Properties fönster, beneath Unified Interface Properties (New) flik, select the Activities tab.
In the Filter By section, select the following options:
- From the Show these activities list, select Show selected.
- From the options, select the Ctrl key, and then select the activity.
Select OK, and then bevara and publish the customizations.
Related information
Integrate LinkedIn Sales Navigator solutions for Dynamics Sales