Install Microsoft Dynamics 365 - Social Selling Assistant

Enabling the Social Selling Assistant for users of Microsoft Dynamics 365 is a two-step process. First, a Microsoft Dynamics 365 admin needs to install the Social Selling Assistant in Dynamics 365 and connect it with Microsoft Social Engagement. More information: TechNet: Install the Social Selling Assistant

Note

You need to add the URL of your organization's Dynamics 365 instance to the list of Allowed Domains in Microsoft Social Engagement to see the data in Dynamics 365.

More information: Connect Social Engagement to other domains

Next, a Social Engagement admin refines the configuration in Social Engagement to enable the best possible experience when users are working with the Social Selling Assistant. More information: Configure Social Engagement for the Social Selling Assistant

See Also

TechNet: Extend Dynamics 365 with integration and solutions
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