Dynamics 365 integration with Adobe Sign and LinkedIn Sales Navigator enables Dynamics 365 users to view LinkedIn profiles’ agreement’s recipients.
Enable Adobe Sign and LinkedIn Sales Navigator
From Adobe Sign app in Dynamics 365 and the “Admin Setting, then from the configuration tab as shown in the snapshot below.
Check the Enable LinkedIn Sales Navigator feature from the “Optional Features” section.
For more information about configuring Adobe Sign for Dynamics 365 and the user guide by Adobe, check the link.
LinkedIn Sales Navigator Widget
After enabling LinkedIn Sales Navigator in Adobe settings, the LinkedIn Sales Navigator will show in the agreements. In the recipients’ tab, the agreement recipients list all the agreement recipients with their role in the understanding and their email address.
When selecting any of the recipients, the LinkedIn Sales Navigator widget will show the LinkedIn member profile below.
A LinkedIn Sales Navigator account is required, and if the user is not signed in, the widget will need the user to log in to his Sales Navigator team or enterprise account.
Using the recipient’s information, such as the name and the email address, the recipient will be matched with a LinkedIn Profile.
Only one recipient will show the LinkedIn profile in the widget. To show another recipient LinkedIn member profile, we have to select in the list.