LinkedIn Sales Navigator Integration with Dynamics 365 for sales from the Dynamics 365 Public Roadmap

In my post yesterday, I discussed the LinkedIn Connector for LinkedIn Lead Gen Forms as highlighted in Microsoft’s public Dynamics 365 Roadmap website:
Microsoft is presenting that the LinkedIn Sales Navigator integration with Dynamics 365 for Sales enables organisations to improve the performance of their sales processes by taking advantage of the information richness available on LinkedIn’s company and person public profiles.
As I’m sure you must have heard, LinkedIn data is the Golden Dust everyone wanted and only Microsoft managed to get (which made SalesForce really annoyed). This direct integration between Dynamics 365 and LinkedIn is surely just the first step in a number of enhancements, capabilities and features that will massively differentiate and advance Dynamics 365 over and above Saleforce and other competitors.
This capability is promising to bring LinkedIn data such as company and person public profiles across to Dynamics 365. You can imagine how many beneficial uses such feature can bring from data cleanliness to data enrichment to competitor advantage due to data and relationship knowledge that your organisation will have while integrating Dynamics 365 with LinkedIn.
Microsoft further explains the feature as follows:
  • Display Sales Navigator person and company information on every Dynamics 365 for Sales lead, contact, account and opportunity page. This is just the start but I guess everyone will agree there is a lot more expected including the ability to bring in LinkedIn information into custom Dynamics CRM entities as well.
  • Automatically perform daily updates between systems so the accounts and contacts sales reps are actively working on in Dynamics 365 for Sales are saved to Sales Navigator. In addition, sales reps can see in Sales Navigator what people and companies are already saved in Dynamics 365 for Sales, and vice-versa. Again an excellent feature that could make real difference to many organisations and sales teams.
  • With a single click, write select Sales Navigator activities (InMails, messages, notes and call logs) to Dynamics 365 for Sales providing better communication, connectivity and full 360 degree view of customers including your communication through LinkedIn messages and InMails.

Personally, I think this connector is a winner and will massively differentiate Dynamics 365 way above its competitors such as Salesforce. I have been in CRM selection meetings where clients are already finding it a “no-brainer” to choose Microsoft Dynamics 365 just for the sole reason of having LinkedIn data in their CRM system.

With that said, we expect a lot more from Microsoft when it comes into LinkedIn integration with Dynamics 365.

Full details and source can be found at the public Dynamics roadmap here:


Microsoft Dynamics 365 Connector for LinkedIn Lead Gen Forms – From Dynamics Roadmap

I strongly recommend that everyone regularly checks the publically available Dynamics Roadmap website:

Most recently, Microsoft announced the improved integration between Microsoft Dynamics 365 CRM and LinkedIn. Now on the public Dynamics Roadmap, you can see more details about the Dynamics 365 connector for LinkedIn Lead Generation forms.

Using this upcoming feature, we will be able to bring our LinkedIn leads into Dynamics 365 (online / cloud) to follow-up and nurture these leads as well as applying your CRM Sales processes onto them. This also means you can bring in your sales and marketing teams to qualify, develop and nurture these leads.

Here are some of the features Microsoft announced will be included in the Dynamics 365 Connector for LinkedIn:

  • Support for multiple LinkedIn member accounts: You will be able to setup your Dynamics 365 organization to access and bring leads from campaigns run by multiple employees using different LinkedIn member profiles.
  • Ability to customise lead creation and matching: We should be able to configure how lead submissions captured on LinkedIn are associated with and updated on Dynamics 365.
  • Measure and Analyse leads performance across multiple sources: This includes to track and analyse the performance of leads captured on LinkedIn versus other sources.

Microsoft also noted that the LinkedIn integration app is useful only if you use the Lead Gen Forms capability of LinkedIn to capture leads on LinkedIn.

The Dynamics 365 connector is promised to be available as a separate standalone solution which can be installed from AppSource optionally onto your Dynamics 365 for Sales. The connector will be bundled by default with Dynamics 365 for Marketing (Business Edition).

More details and source:


Microsoft positions Dynamics 365 For Financials towards Accountants to work efficiently with their clients

This in my view is a good move from Microsoft to start target small and medium size businesses by targeting their accountants directly. Microsoft is interestingly positioning Dynamics 365 for Financials towards accountants allowing them to collaborate efficiently and as a complete Microsoft accounting software platform for accounting professionals.

You can see all details about this offering at the Dynamics 365 for Financials dedicated page for accountants software solution:

If you require any support on this package, please get in touch directly through the blog contact page or through my LinkedIn profile:


Microsoft Dynamics 365 and Cortana Integration – the way forward from the Dynamics 365 roadmap

The publicly available Dynamics 365 Roadmap is showing some interesting new features between Dynamics 365 and Cortana. This is an integration that we have always been looking forward to but have yet to materialise into a significant feature that differentiates Dynamics 365 over its competitors.

Microsoft is saying that they are taking their Cortana integration with Microsoft Dynamics 365 to the next level by embedding your typical Dynamics 365 sales activities, your customers accounts and Dynamics 365 opportunities all of them into Cortana. This will allow Cortana to surface the most relevant to your organisation’s sales people at any time – across both personal and professional sources. So instead of going to run a report (even if it is a nice Power BI report), you could literally be asking your phone / mobile device Cortana app for your latest Sales figures or to show the latest Sales performance and activities.

Microsoft has highlighted that this feature will include the ability for Cortana to present:

Microsoft has stressed that all experiences are released globally per Cortana’s availability in English-speaking countries. Release for other Cortana supported languages will be done once translations are finalised.

More details and source can be found on the Dynamics Roadmap here:


Hope this helps!

Microsoft introduces public preview of the Dynamics 365 for Financials

Microsoft has now made available the public preview of Dynamics 365 Financials which means anyone can now go to have a trial account and try the various functionality. For context, Microsoft Dynamics 365 for Financials is the official name (at least for now) for what was used to be called project Madeira. Some may refer to it as the “Cloud first version” of Microsoft Navision. Microsoft Dynamics 365 for Financials is built for the cloud and with a mobile first objective.

I highly recommend getting access to the public preview to explore the business application that is promised to “connect people and processes” with a single system that has intelligence built-in to make financial management, sales, service, and operations easier for your small or midsize business—right from the start

It is expected that Microsoft will be investing a lot in this product and it will get a lot of focus especially for accountants dealing with small and medium size businesses. For this reason, it is worth giving it a try now as early as possible.

You can find all details here:


Digital Transformation of the Property & Housing Market using Dynamics 365: Global webinar on #MSDyn365 #PropTech #MSDynCRM

Digital Transformation of the Property & Housing Market using Dynamics 365:

Please join me in my next Microsoft CRM User Group webinar on the 19th May discussing the Digital Transformation of the Property & Housing Market using Microsoft Dynamics 365.

This is a global webinar which will cover successful digital transformations delivered through Dynamics 365 in the Property Market. The session will also discuss regulatory and compliance challenges including Housing Regulations, GDPR and Data Protection.

The session is supported by Microsoft’s Ben Sandall (TSP – Housing Sector) with a chance for questions and answers about Microsoft Dynamics 365 focus in the Property & Housing market.

CRMUG have kindly accepted to make this session Free for everyone as an exception. Please register to attend using the following link (any problems please comment below and I’ll be happy to help you register):

Looking forward for your participation.



GDPR Series: Protecting Dynamics 365 Customer Sensitive Data and Personal Identifiable Data in the new GDPR world

In the new world of Europe’s General Data Protection Regulation (GDPR), businesses, organisations and delivery partners are now directly responsible for the protection of Customers Data and everything related to processing it including: Who, How, Where and Why. This is another article in my series on GDPR and Dynamics 365 Compliance for this data protection regulation. You can find all articles on this subject here.

Customer Data can be divided into two main categories:

  1. Personal Identifiable Data (PID for short): This any data that a customer can be identified with. This may include customers first and last name, email address, phone number, address, National Insurance number, GPS / Geographical & location data, etc.
  2. Sensitive Data: This is any data that is regarded as sensitive by Customers which businesses may need to capture for regulatory reporting purposes or for their own operational and diversity reporting needs. This includes: Sexuality (Sexual orientation), Religion, Ethnicity or Race, Disability, etc.

Many businesses need Personal Identifiable Data (Category 1) for their daily operations so this data is normally accessible by all its employees. However, some businesses do not need to know of or capture sensitive data unless for operational, reporting or regulatory compliance reasons as stated above. If a business doesn’t need sensitive data, they are encouraged not to capture it. However, it is obviously essential for all businesses to have some PID about their customers.

Now, how can Dynamics 365 security model help you ensure your business or solution GDPR compliant.

Dynamics 365 CRM security model have a number of features that allows a business to protect, hide and separate customers sensitive data from customers PID so that the former is only accessible by a subset of employees. However, the latter (PID) will need to be available to all employees who needs this information to perform their work activity with the added protection that prevents PID and any customer data loss.

Every business needs to rigorously protect their Customer Data from loss and should invest in all the necessary resources, controls and systems to prevent data loss with all its consequences of brand damage, compensation payments and hefty fines especially with the new Data loss fines. Robust data protections controls in Dynamics 365 solutions can be achieved in many ways and various flavours. The Dynamics 365 provide an array of capabilities to utilise including Security Roles, Access Teams, Field Level Security, Business units / teams / users ownership that can all be used to apply robust security measures on your data in Dynamics CRM solutions.

Protecting Customer PID and Sensitive data should include considerations of who can export data into excel to avoid data loss. This is a very important consideration and locking down this privilege in security roles allocated to users who don’t need this functionality should always be a high priority as part of your Solution Security Design.

Here is the “Export to Excel ” privilege in security roles:


Additionally, Sensitive data (category 2 above) should only be presented to organisation employees who require access to it. To achieve this in Dynamics 365 CRM, you can do the following:

  1. Setup two forms for your Dynamics CRM Contact (Customer) entity: One form is the Main Form that is accessible by the whole organisation and another form which additionally includes sensitive data. This form should then be only allocated to a special Security Role that allows access to this sensitive data. For example: Sensitive data security role.
  2. This first step only protects the display of the data but it does not protect sensitive data from being searched or reported on. To actually protect the sensitive data fields completely, you will need to create a Field Level Security Profile and allocate it to the Team / Security role you have allowed access to sensitive data.
  3. Once this is done, you can then allocate a selected number of users to this team / security role so they can access your sensitive data.


The above approach is obviously just one way of achieving this requirement of protecting customers sensitive data for GDPR compliance. However, there are many other ways of achieving this and you can always adjust your Dynamics 365 solution design to your exact business and solution requirements.

Hope this helps!


Disclaimer: I’m not a GDPR or Data Protection expert but a Dynamics 365 one. All posts on this blog including the GDPR series are provided as is with no warranty and are the product of my research and understanding. Please speak to a legal or regulatory advisor if you need an expert GDPR opinion. However, you can speak to me if you need an expert #MSDyn365 opinion! 🙂

Dynamics 365 Learning, Training and Resources Series: Partner Next Free Available training videos and material

In this series of post regarding Dynamics 365 Learning and Personal Development, I discussed some of the basics for learning Microsoft Dynamics 365 including an Introduction to Learning Dynamics 365, setting up trial Dynamics 365 Online instances and Creating your Learning Plans in Dynamics Learning Portal

In the last post in this series, I also talked about gaining access to Dynamics 365 Talent Portal through various ways.

In this post, I’d like to introduce Partner Next and its free training videos section. You can see the full list of Dynamics 365 training videos on this Partner Next section. The Videos cover various Dynamics areas including Customer Service, Operations, Sales, Financials and a lot more.

Here is a list of each Video on this page:

Module 1: Getting started with Dynamics 365
Module 2: The market opportunity with Dynamics 365
Module 3: Dynamics 365 workload 101 – Customer service and sales
Module 4: Dynamics 365 workload 101 – Operations and financials
Module 5: Dynamics 365 workload 101 – Customer insights and marketing
Module 6: Dynamics 365 workload 101 – Field service and project service automation
Module 7: Building a Dynamics 365 practice
Module 8: Key industry scenarios for Dynamics 365
Module 9: Dynamics 365 transactional options
Module 10: Next steps

Finally, Talent 365 Portal has an interesting Dynamics 365 Readiness guide, and you can also review their current Dynamics Learning Portal course catalogue for Dynamics 365

Hope this helps all new Dynamics 365 Learners! Always remember you can join the CRM Boutique Mentoring programme if you want a Mentor to support you through your career development.

Microsoft is due to make important Dynamics 365 Announcements on 3rd May 2017 Business Forward event – link to register free

Please make sure you register free and join Microsoft Business Forward event on the 3rd May 2017. Here is a link to the event so you can register:

Speakers include Satya Nadalla and Microsoft is promising to provide details on the “new generation” of Dynamics 365 applications, LinkedIn, Power BI, and the Microsoft Cloud.

This should be an important event not to miss.

Microsoft becomes the first Cloud Provider to offer GDPR contractual commitment publicly

In an official Microsoft blog post, Microsoft has guaranteed contractual public commitment for the European Union’s General Data Protection regulation (GDPR), a privacy regulation which goes into effect on May 25, 2018.

If your organization collects, hosts or analyses personal data of EU residents, GDPR provisions require you to use third-party data processors who guarantee their ability to implement the technical and organizational requirements of the GDPR.

Microsoft is making its contractual commitments available so that it provides key GDPR-related assurances about Microsoft services. Microsoft contractual commitments guarantee that any organisation using Microsoft cloud can:

  • Respond to requests to correct, amend or delete personal data.
  • Detect and report personal data breaches.
  • Demonstrate compliance with the GDPR.
This is great news for all Microsoft Azure cloud customers and equally significant for Microsoft Dynamics 365 CRM Customers in Europe who are directly impacted by all the new GDPR regulations.
Read the full blog post at


Earning your trust with contractual commitments to the General Data Protection Regulation