Sunday 2 April 2017

LinkedIn Integration with Dynamics CRM Portals or Adxstudio Portals

LinkedIn plays a big role in the professional industry as this application really has a huge network, and lots of businesses uses this to build new relationships with customers, as well as prospect companies.  LinkedIn integration with CRM Portals or Adxstudio Portal lets you Sign In on Portals with LinkedIn Account as a External or Federated Account.

CRM Portals provide you the provisions of authentication mechanism using External Providers like :

  • Microsoft Account
  • Twitter
  • Facebook
  • Google
  • LinkedIn
  • Yammer
  • Yahoo

Today in this article, I am going to explain steps to configure CRM Portals to logged In with LinkedIn account.

Step 1: Create a new Dynamics CRM 365 trial instance (if you have not already made).

Step 2: Configure and Install CRM Portal as per your need (I have installed Customer Self-Service Portal). You can go through below link to configure Portal in Dynamics CRM 365.

http://arpitmscrmhunt.blogspot.in/2016/12/set-up-crm-portal-in-dynamics-crm-365.html

Step 3: Open LinkedIn Developer Network

Step 4 : Click 'Create Application' with below details :

  • Specify an Application Name, Description, etc.
  • Website URL: http://portal.contoso.com
  • OAuth User Agreement/Default Scope: r_basicprofie and r_emailaddress
  • OAuth 2.0 Redirect Urls: http://portal.contoso.com/signin-linkedin
  • Click Add Application
Step 5 : Once your are done by creating Application, You will be able to see below screen:




Step 6 : Now it's time to create some Site Settings in CRM:

You can get the below site settings from Adxstudio Community.

Site Setting NameDescription
Authentication/Registration/ExternalLoginEnabled
Enables or disables external account sign-in and registration. Default:true
Authentication/OpenAuth/[provider]/ClientId
Required. The client ID value from the provider application. It may also be referred to as an "App ID" or "Consumer Key".
The following setting names are allowed for backwards compatibility:
  • Authentication/OpenAuth/Twitter/ConsumerKey
  • Authentication/OpenAuth/Facebook/AppId
  • Authentication/OpenAuth/LinkedIn/ConsumerKey
Authentication/OpenAuth/[provider]/ClientSecret
Required. The client secret value from the provider application. It may also be referred to as an "App Secret" or "Consumer Secret".
The following setting names are allowed for backwards compatibility:
  • Authentication/OpenAuth/Twitter/ConsumerSecret
  • Authentication/OpenAuth/Facebook/AppSecret
  • Authentication/OpenAuth/LinkedIn/ConsumerSecret



Step 7: Once you done with these Site Settings configurations (under Portal > Site Settings) in CRM. You will be able to see LinkedIn Option on CRM Portal Sign In page.

























Step 8: As soon as you will click on LinkedIn, you will be redirected to LinkedIn Authenticated page for authentication



Step 9: Enter your credentials and click on 'Allow Access'. You will redirected now to Portal Profile page in order to complete your Registration.
Complete your registration by filling the given information and do click on 'Update', You will be redirected to Portal home page











7 comments:

  1. LassoIn [com] is a very new site that was launched recently. I registered on it as an experiment. So far no issues, it does offers some of the basic features that have been making the job of posting simpler. Comment, follow, subscribe are a few features that the site offers. The site makes it easy for me to post content from my website to LinkedIn followers.

    ReplyDelete
  2. Great job for publishing such a beneficial web site. Your web log isn’t only useful but it is additionally really creative too. Kennected

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  3. I love the way you write and share your niche! Very interesting and different! Keep it coming!
    Acheter des abonnés linkedin

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  4. The problem with paid advertising is that although it works the price helps it be beyond the reach of numerous small businesses and it does not focus on the career level for employees. It could be also argued that in several professional services business advertising simply does not work - people need trust or personal referrals to do business. This is exactly where LinkedIn has its strongest point. Kennected.org reviews

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  6. Yeah, linkedin is the most dominant social networking platform that is keeping its continuous contribution to the professional Industries and numerous business venture. This is absolutely an amazing place to stay connected to make any business or service for high growth. It's totally a happy news that it's now being integrated with dynamics CRM portals. Definitely this will bring more facilities and functionality. The steps for configuring CRM portals were tremendously useful, knowledgeable and educative too. I appreciate this great work. Anyway, here I would like to add a marketing software that works for LinkedIn business connectors fantastically and it's Kennected LinkedIn software. BTW I enjoyed your brilliant help.

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