LinkedIn Sales Navigator + Microsoft: Phase 2

Deeper integration with Dynamics 365 for Sales. New integrations with Power BI and PowerApps.

September 25, 2017

  • linkedin-microsoft-announcement

Today at Microsoft Ignite, we announced a new set of Sales Navigator integrations with Microsoft products. These integrations will let business and IT professionals harness the power of Sales Navigator’s data and features within multiple Microsoft applications, including Dynamics 365 for Sales, PowerApps and Power BI.

Deeper integration of Sales Navigator with Microsoft Dynamics 365 for Sales

In Phase 1 of our integrations earlier this year, we updated the display of Sales Navigator information within Dynamics 365 for Sales and introduced a new sync feature, which automatically matches people and companies in the CRM to LinkedIn identities. This sync feature also automatically saves people and companies associated with open opportunities to Sales Navigator, and allows notes, InMails, messages and calls from Sales Navigator to be written back to Dynamics 365 for Sales.

Now, we are moving to the next phase of integration - a more deeply embedded user experience. This deeper integration breaks apart the all-in-one display windows in our previous integration into smaller, bite-sized chunks, so you get relevant Sales Navigator insights throughout the Dynamics user interface. In addition, you will be able to send LinkedIn messages and InMails directly from Dynamics 365 for Sales, without having to open a separate Sales Navigator tab.

Microsoft will also be expanding Relationship Analytics within Dynamics 365 for Sales to include InMail activities, PointDrive interactions and Relationship Assistant cards that are triggered with LinkedIn data. 

Lastly, this integration will provide an improved experience by incorporating LinkedIn profile photos of your leads and contacts directly within the Dynamics 365 for Sales interface. 

New Sales Navigator Integration with PowerApps

One of the requests we’ve commonly heard from enterprise customers is the ability to display Sales Navigator data within their own internal applications. PowerApps is a platform that enables you to build and deploy custom business applications for web and mobile across Office 365, Dynamics 365 and beyond - with little to no coding required. We are working on a set of Sales Navigator controls for PowerApps that will allow you to embed profiles of people and companies from Sales Navigator directly into your custom applications, with just a few clicks. 

If you are interested in being a part of an early access program to try out this integration, please sign up at https://aka.ms/snpowerapps.

New Sales Navigator Integration with Power BI

Power BI is a cloud-based business analytics service that enables you to visualize and analyze data with greater speed and efficiency. Power BI brings a wide range of data to life through easy-to-use dashboards, interactive reports and compelling visualizations. We are working together to integrate Sales Navigator with Power BI, which will allow customers to create advanced reports on Sales Navigator usage metrics to set goals, share best practices and track how Sales Navigator usage aligns to business outcomes from your CRM. This will let you do more sophisticated analysis of Sales Navigator usage, and augment the existing in-product usage reporting currently available from within Sales Navigator. This integration will be available with Sales Navigator Enterprise Edition.

We are thrilled to announce our next set of Microsoft integrations, launching in 2018. If you're at Ignite this week, check out these sessions to learn more about these integrations: 

 Stay tuned for more details in the months to come.