Configure Social Engagement for the Social Selling Assistant


Microsoft Social Engagement will be discontinued on January 16, 2020. Additionally, starting October 1, 2019, the service will no longer support Twitter as a data source. For more information, see Changes coming to Dynamics 365 Market Insights preview and Microsoft Social Engagement.

Before you invite users to work with Social Selling Assistant, we recommend that an administrator configure Microsoft Social Engagement, so users get the most out of the recommendation experience. The personalized content feeds are based on the configuration in the connected Social Engagement solution. Users can choose from the available search topics and social profiles to personalize their Social Selling Assistant settings.In the personalization process, users get to choose the search topics to get insights and recommendations for sharing. Also, they can add their own social profiles or view shared profiles for sharing the recommendations.

After a system administrator installs the Social Selling Assistant in Microsoft Dynamics 365 apps, an administrator in Social Engagement can optimize its configuration. Start by flagging search topics that gather posts which are owned by your organization or create a special tag to promote certain posts to users in Social Selling Assistant. Finally, you can share social profiles with other users to allow them post on their behalf.

Flag social profiles in search rules as “owned”

If you configured a search rule for posts from social profiles owned by your organization, you can flag them accordingly. This enables the recommendation model to clearly distinguish between content from profiles your organization owns and content owned by others, and process it accordingly.

Flag owned profiles

  1. In Social Engagement, go to Search Setup.

  2. Select the search topic you want to update.

  3. Select the search rule that contains the social profiles or create a new rule.

    Screenshot of the Summary page in the Search Setup area

  4. In the social profiles list, set Owned to Yes if your organization owns the profile.


As an ongoing process to ease maintenance, consider setting the Owned flag when new search topics and/or search rules are created in your organization.

Share social profiles with other users

Users of the Social Selling Assistant can either add their own social profiles or choose from shared profiles to share recommended content. To add a social profile or to share a social profile you own with other users, see Manage social profiles.

Configure a custom tag to promote posts

Enable your organization to amplify specific messages on social media. Build on the functionality of the Social Selling Assistant by manually promoting such messages to your salespeople by adding a specific tag to a post in Social Engagement.

Specify a promotion tag

  1. As an administrator in Social Engagement, go to Settings > Custom Tags.

  2. Select the tag you want to use to promote posts.

  3. Set the Social Selling Assistant setting to On. More information: Work with tags

All posts that have the one or more of these tags will be promoted automatically to Social Selling Assistant. To promote a specific post to Social Selling Assistant, apply any of the tags that you marked here to that post. More information: Promote a post to the Social Selling Assistant

Screenshot of the Custom Tags page in the Global Settings area. Promoted to Social Selling Assistant is turned on

See Also

Increase your influence using the Social Selling Assistant
Personalize the Social Selling Assistant for individual users
Set up searches to listen to social media conversations
Work with the Social Selling Assistant
TechNet: Extend Dynamics 365 for Customer Engagement with integration and solutions