Background

Our D365 Online Instance has enabled the integration with LinkedIn Sales Navigator, and a lot of Tasks/InMail was created through LinkedIn.

We found that for Tasks created from LinkedIn, the title would be “Message Sent from Sales Navigator”.

Using the title to identify if the Task was created from LinkedIn is not a good option, because the Title field type is Text. the end user may add the word "Sales Navigator" in the task title, these tasks will be included incorrectly.

I’m curious do we have a field on the Task entity that can be used to identify the source?

Solution

After further investigation, we have the following findings.

1, No specific field can be used to do the identification.

2, Earlier all LISN activities (InMail, Message, PointDrive or Smart Links) writeback were being created as a separate activity in Dynamics but now as per latest changes from the LinkedIn side, all writeback activities are being created as Task with a LinkedIn activity subject.

3, Please use the Title containing “Sent from Sales Navigator” as the filter condition.

The End.