Learn how to set up the connection between Dynamics 365 and Microsoft Social Engagement so you can link social posts to Dynamics 365. Linking posts to Dynamics 365 lets you automatically create Dynamics 365 records from social posts that were found in Social Engagement by using the Automatic Record Creation and Update Rules feature in Dynamics 365.
Prerequisites to establish a connection with Dynamics 365
The following prerequisites apply to both Dynamics 365 (online) and Dynamics 365 (on-premises). Prerequisites specific to Dynamics 365 (online) or Microsoft Dynamics 365 are listed later in this topic.
You have a license assigned for both Dynamics 365 and Microsoft Social Engagement.
You have a System Administrator security role in Dynamics 365.
Contact your system administrator if you need an upgrade to your licensed products or an update to your permissions. More information: Find your CRM administrator or support person, CRM Help & Training: View your user profile
You have an Administrator user role in Social Engagement.
To find out your user role in Social Engagement, go to Settings > Personal Settings > Your Preferences. More information: Understand user roles
Your browser is likely to block any pop-ups opened by Social Engagement when authenticating to Dynamics 365, Twitter, or Facebook. Learn more about the recommended browser settings to manage authentication pop-ups: Optimize browser settings for Social Engagement
Additional prerequisites to connect with Dynamics 365 (online)
Your organization’s Dynamics 365 (online) instance is upgraded to Dynamics CRM Online 2015 Update 1 or a later release.
Your Dynamics 365 instance is ready to receive social data. More information: TechNet: Control social data
Additional prerequisites to connect with Dynamics 365 (on-premises) (IFD enabled)
You have upgraded to at least Microsoft Dynamics 365 (on-premises) and the deployment is IFD enabled.
Your Dynamics 365 (on-premises) instance is an Internet-facing deployment (IFD) with a public IP address. More information: TechNet: Installing on-premises CRM 2016, TechNet: Configure IFD for Microsoft Dynamics CRM
Follow post-installation and configuration guidelines for Microsoft Dynamics CRM to enable OAuth support.
Register your Social Engagement solution so that it can connect to and authenticate with the Microsoft Dynamics 365 server, and access the web services. Each solution that you want to connect with Dynamics 365 (on-premises) (IFD enabled) should be registered as a RedirectUri. Use the following command to register the desktop client.
Add-AdfsClient -Name MSE -ClientId e8ab36af-d4be-4833-a38b-4d6cf1cfd525 -RedirectUri @("https://listening-prod.dynamics.com/api/connect/version/1.0/solutions/<solution id>/crm/oauthRedirect ", "https://listening-prod.dynamics.com/api/connect/version/1.0/solutions/<solutionid>/crm/oauthRedirect") -Description "OAuth 2.0 client for MSE".
More information: TechNet: Walkthrough: Register a CRM app with Active Directory
Establish a connection between Social Engagement and Dynamics 365
To connect Dynamics 365 (online) and Social Engagement, both services must be part of the same organization’s Office 365 subscription. If you have licenses assigned to both Dynamics 365 (online) and Social Engagement, you will find both products in the Office 365 app launcher. More information: Meet the Office 365 app launcher
If you're a Microsoft Social Engagement administrator interested in exploring Office 365 services and how to integrate them with Dynamics 365 or to connect Social Engagement to other domains, see Integrate Social Engagement with Office 365.
Connect Social Engagement and Dynamics 365
In Microsoft Social Engagement, go to Settings > Connections > Microsoft Dynamics 365.
Click the Add connection button .
Select the Connection type from the drop-down list.
Provide the connection information for your Dynamics 365 (online) instance.
For Dynamics 365 (online), select Dynamics 365 (online) and then click Check Instances to automatically discover all available Dynamics 365 (online) instances from around the globe in your Office 365 tenant.
Select the Dynamics 365 (online) instance you want to connect to from the list of discovered Dynamics 365 (online) instances for the selected location. For more information about the discovery process, see Discover the URL for your organization using the Web API.
Based on the selected Dynamics 365 (online) instance, the value in the Name field changes. You can update the Dynamics 365 (online) name if required.
If the Dynamics 365 (online) discovery service endpoint is unresponsive, or results not returned, add the Dynamics 365 (online) instance and name manually.
For Dynamics 365 (on-premises), select Dynamics 365 (On-Premises) and add the details of your Dynamics 365 instance and provide a unique name to the connection.
Click Next .
The Dynamics 365 Instance pane opens and shows you the details about the connected instance if the connection is successful.
You can set the Set as default control to ON to have this instance selected by default when creating new links to Dynamics 365 records from social posts.
If you changed a value in the Dynamics 365 Instance pane, click Save to apply your changes.
The connected Dynamics 365 (online) instance is now listed in the main pane when you go to Settings > Connections > Microsoft Dymanics Dynamics 365.
Now that you've connected Dynamics 365 and Social Engagement, you can define entity details in Social Engagement to specify information for the Social Activity entity that is created when you link a post to Dynamics 365. More information: Manage the connection between Dynamics 365 and Social Engagement
When you are satisfied with the configuration of the entities, configure the Record Creation Rules in Dynamics 365 to automatically create Dynamics 365 records from Social Activity entities. More information: Create a new Dynamics 365 record from a social post
By enabling Microsoft Social Engagement to connect to Dynamics 365, you will allow data to be sent to Dynamics 365 using an individual action on a post or automation rules.
Dynamics 365 stores the data from Microsoft Social Engagement as a SocialActivity and a SocialProfile entity, and subsequently may convert the SocialActivity into a different record type based on predefined rules. Any Dynamics 365 user with the required permission to access Dynamics 365 records will be able to access and/or process this data.
Note that the data sent from Microsoft Social Engagement includes both Social Content and customer data. Specifically, the data includes Social Content information about the social post (author and text) as well as customer data in the form of enriched information, such as sentiment and tags. For complete information about the content of the data sent to Dynamics 365, please see the payload properties topic.
Link posts from Social Engagement to Dynamics 365
Create a Dynamics 365 record from a social post
Manage the connection between Dynamics 365 and Social Engagement
Administer Microsoft Social Engagement