Install the Social Selling Assistant
Applies to Dynamics 365 for Customer Engagement apps version 9.x
Applies to Dynamics 365 for Customer Engagement apps version 9.x (on-premises)
Set up the Social Selling Assistant and onboard your users in just a few minutes. First, a Microsoft Dynamics 365 admin needs to install the Social Selling Assistant in Dynamics 365 for Customer Engagement apps and connect it with Microsoft Social Engagement. Then, a Microsoft Social Engagement admin refines the configuration in Microsoft Social Engagement to enable the best possible experience when users are working with the Social Selling Assistant.
To install and set up the app, make sure you meet the following prerequisites.
Your organization updated to December 2016 Update for Microsoft Dynamics 365 (online) or a later version.
You have a license assigned for both Microsoft Dynamics 365 (online) and Social Engagement
You have a system admin or a customizer role in Microsoft Dynamics 365 (online).
To update the additional configuration in Microsoft Social Engagement, you need at least the following permissions.
An administrator configuration role to configure custom tags in order to promote posts.
At least a power analyst configuration role to create search topics or edit topics you own.
At least a responder interaction role to share social profiles you own.
More information: Understand user roles
Install the Social Selling Assistant app from AppSource
Before users can start working with the app, you need to install it from AppSource in Customer Engagement apps.
Get it from Microsoft AppSource
As a system administrator in Customer Engagement apps, go to Settings > Dynamics Marketplace.
In the AppSource dialog, search for Social Selling Assistant.
Click Get to start the installation, accept the disclaimer and follow the dialog guiding you through the installation.
Access the Social Selling Assistant
When you install the app, the system configures a new mobile-friendly dashboard in Customer Engagement apps.
Get to the Social Selling Assistant dashboard
As a system administrator in Customer Engagement apps, go to Sales > Dashboards.
In the drop-down list under System Dashboards, select Social Selling assistant dashboard.
Configure the dashboard according to your user's needs.
Alternatively, you can access the Social Selling Assistant using the app module in Customer Engagement apps or using the main navigation in Microsoft Social Engagement.
Establish the connection between Customer Engagement apps and Microsoft Social Engagement
The data in the Social Selling Assistant comes from Microsoft Social Engagement. To access this data from within Customer Engagement apps, you need to connect the two services. You can skip this step if you already connected Customer Engagement apps and Microsoft Social Engagement from another integration scenario.
You must ensure that your Customer Engagement apps domain is added to the list of allowed domains in Microsoft Social Engagement.
More information: Connect Social Engagement to other domains
For instructions how to set up the connection, see: Connect to Social Engagement, Integrate Social Engagement with Dynamics 365 for Customer Engagement