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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / LinkedIn Sales Navigator
Customer experience | Sales, Customer Insights,...
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LinkedIn Sales Navigator

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Posted on by MattPPi 45

We have installed LinkedIn Sales Navigator on Dynamics 365, and it works fine for the person who installed it, however, none of the other users can see the linkedin tabs in the account, contact, or lead forms.  The users have the security roles enabled for all linkedin settings, yet they don't see the linkedin data.

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  • Suggested answer
    Johnny Yun Profile Picture
    Johnny Yun 455 on at

    Hi MattPPi,

    I noticed you mentioned 'they don't see the linkedin data'. Do you mean they even couldn't see Linked In control tab under account, contact, or lead forms?

    From official doc, the Sales Navigator controls will appear on Account, Contact, Lead, and Opportunity pages by default if default controls for LinkedIn Sales Navigator content has been enabled by admin
    https://docs.microsoft.com/en-us/dynamics365/linkedin/install-sales-navigator#enable-the-default-sales-navigator-controls

    https://docs.microsoft.com/en-us/dynamics365/linkedin/view-sales-navigator-forms#view-controls-on-the-form

    In addition, to use the Sales Navigator controls, an admin needs to enable the Sales Navigator integration and you need to be a LinkedIn Sales Navigator Seat Holder.

    Regards

    Johnny

  • Verified answer
    MattPPi Profile Picture
    MattPPi 45 on at

    I figured it out.

    I created my forms by using a default form, and then doing a 'save as' to create my new form. If you do that before you enable the LinkedIn stuff, it won't be added to the form that you create.  It added it to the system forms, so I had to do a 'save as' again to create my new form.

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