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This article describes the data validation capabilities of the LinkedIn Sales Navigator solution for Dynamics 365 Sales that help you keep the organizational structure of your matched contacts up to date. It uses the LinkedIn information to validate the contact records in Dynamics 365 Sales and enables you to check back on pending opportunities or have a useful icebreaker when getting in touch with a contact.
Prerequisites
To ensure timely updates if a matched contact changes the company, the following prerequisites must be met:
An administrator activates the CRM sync capability in LinkedIn Sales Navigator. To learn more, see CRM Sync & Activity Writeback for Dynamics 365.
An administrator enables the data validation LinkedIn in Sales Navigator. To learn more, see Sales Navigator Data Validation for Dynamics 365.
You have a Microsoft Relationship Sales solution Plus license. To learn more, see the Dynamics 365 Sales section from the Microsoft Dynamics 365 Licensing Guide.
You turn on the data validation settings in Settings > Business Management > LinkedIn sales navigator. When you turn on the data validation feature for the first time, you get updates about the company change status for the past two years. Afterwards, the updates are sent to the system on a daily basis, every 24 hours.
Access the data validation capabilities Dynamics 365 Sales
Several methods help you find out if a contact's company changed.
From the org chart on an Account record: A red dot next to a contact's name in the org chart indicates that their company changed since you built the org chart.
From the Relationship Assistant card in the Sales Activity Social Dashboard. To turn on the Relationship Assistant card, go to Settings > Sales Insights > Insight cards.
From the Opportunities > All Opportunities at Risk - Contact left view in Dynamics 365 Sales.
From the Contacts > All Contacts Not at Company view in Dynamics 365 Sales.
Update the contact details
To update the org chart for a specific contact, perform the following steps in the Verify Contact Details pane.
In Dynamics 365 Sales, open the Verify Contact Details pane as described in the preceding section.
Under the LinkedIn Sales Navigator widget, search for the new account of this contact by using the Change Account field.
Select Update contact to change the company information of the contact.
Ignore the proposed update to a contact
Note
Your administrator must enable the Personnel and employment changes setting in the Sales Navigator Integration Settings to ignore a contact's company change. To learn more about the setting, see Enable LinkedIn Sales Navigator.
To ignore a proposed update of an org chart, select Ignore Update in the Verify Contact Details pane. This option ignores only the current update. If the contact has changes in the future, you're notified again.
When your administrator enables the Hide employment notification setting in the Sales Navigator Integration Settings, selecting Ignore Updates ignores all current and future updates for the contact.
Related information
Integrate LinkedIn Sales Navigator solutions for Dynamics 365 Sales