LinkedIn Lead Generation Ads

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  10. Option 5: Set up MS Dynamics CRM as Data Destination for LinkedIn Lead Generation Ads

Option 5: Set up MS Dynamics CRM as Data Destination for LinkedIn Lead Generation Ads

Video Walkthrough

Description  :

Microsoft Dynamics 365 is a portfolio of intelligent business applications that helps organizations achieve operational efficiency and deliver superior customer experiences. With Dynamics, businesses can reduce complexity, improve agility, and streamline processes without increasing costs.

By integrating LinkedIn Lead Ads with MS Dynamics, leads collected on LinkedIn are automatically synced into Dynamics CRM for sales and marketing workflows.

Prerequisites:  

  • A valid MS Dynamics account
  • Dynamics Domain Name
  • Web API Endpoint
  • Application Client ID
  • Tenant ID
  • Client Secret
  • Before starting, ensure your MS Dynamics account is set up with a defined field to capture the LinkedIn Lead ID in the CRM module you want to integrate.

Getting Started:  

Authentication  

  • Choose the Authentication Type.
  • Enter the following details:
    • Dynamics Domain Name → Found in the address bar after logging into Dynamics 365.
    • Web API Endpoint → Go to Microsoft Power Apps → Settings → Developer Resources.
    • Application Client ID → Obtained during Azure Active Directory (AAD) app registration.
    • Client Secret → Created during Azure AD app registration (used to verify app identity).
    • Tenant ID → Unique identifier for your Azure AD instance (also called Directory ID).
  • Click Validate Credentials.

Select Source Type  

  • Choose LinkedIn Lead Ads as the source type.
  • Select the LinkedIn Lead Ads connection you want to integrate (already set up as a Source).
  • Provide a name for this new destination connection.
  • Map your LinkedIn Lead Form fields to the respective MS Dynamics schema fields.
  • The following rules apply:
    • LinkedIn Lead ID field is mandatory and must be mapped.
    • All CRM mandatory fields (marked with an asterisk) must also be mapped.
    • You can map additional fields as required.
  • Click Test Connection to validate the mapping.

Complete Setup  

  • Once validation is successful, click Finish.
  • The connected instance will now appear in your dashboard.  

Managing Instances  

Adding a New Instance  

  • Start the setup process again by selecting LinkedIn Lead Ads as the source type.
  • Provide a new connection name.
  • Map the required lead form fields to CRM fields (ensure all mandatory fields are mapped).
  • Click Test Connection.
  • Click Finish.
  • The new instance (e.g., Ads Connection 2) will appear in the Manage Connections table.

Editing an Existing Instance  

  • In the Manage Connections table, click the instance name.
  • Click the Edit icon (top-right corner).
  • Update the required field values.
  • Click Test Connection to validate.
  • Click Finish to save changes.
  • Note: If you click Cancel during editing, the previous configuration remains active. Updates are only applied once you click Finish.

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