Integrate Microsoft Social Engagement with Dynamics 365

For social Dynamics 365 scenarios, you can integrate Microsoft Social Engagement with the Dynamics product family. Integrating Social Insights from Social Engagement with Dynamics 365 or Microsoft Dynamics Marketing helps businesses analyze social media data to spot emerging trends in people’s comments, whether they’re positive, negative, or neutral. You can drill down into the data and see exactly what people said. By consolidating the details from Dynamics 365 or Dynamics Marketing, you can find out what you’re doing right, and address potential issues before bigger problems arise.

When you look for detailed analysis of your data, usually, you work directly in Social Engagement.

Connect with Microsoft Dynamics 365 (online)

Review the buzz or the sentiment for your searches directly in Microsoft Dynamics 365 (online) by connecting your Dynamics 365 (online) instance with a Social Engagement solution.

Note

You need to have a System Administrator security role or equivalent permissions in Dynamics 365 (online).

As an administrator, you configure the connection to Social Engagement and add the Social Insights controls to the entity forms and system dashboards. After you have connected Dynamics 365 (online) to Social Engagement, you can use the Social Insights controls on Dynamics 365 forms and dashboard editors to specify the social data that you want to see and in the form in which you want this data presented.

More information: TechNet: Connect to Microsoft Social Engagement

Set up search topics from within Dynamics 365

Note

Search topics are usually created by Administrators or Power Analysts directly in the settings of Social Engagement. However, to get up and running quickly, users with Administrator or Power Analyst user roles in Social Engagement can set up searches from within Dynamics 365.

To have the full set of options for creating a search topic available, it’s a good idea to work directly in Social Engagement.

More information: CRM Help & Training: Set up your own searches for Social Engagement, Marketing Help & Training: Maintain your Social Engagement search terms

Add Social Engagement visuals to Dynamics 365

Dynamics 365 (online) users can add Social Engagement charts and visuals to dashboards, or they can add them to account, contact, or competitor forms. You can also add Social Engagement charts and visuals to other entity type forms.

More information: CRM Help & Training: Add Social Engagement visuals to a dashboard or account

Download the eBook: Microsoft Social Engagement for CRM

Connect with Microsoft Dynamics Marketing

Connect Microsoft Social Engagement with Microsoft Dynamics Marketing to monitor social media reactions from inside your marketing solution. With an integrated solution, you'll be able to place Social Engagement widgets on your home page and side dock to get a global view. Or, you can place widgets on your company or campaign maintain pages to keep an eye on social media reactions to specific marketing initiatives.

More information: Marketing Help & Training: Connect to Microsoft Social Engagement

Troubleshoot sign-in problems

Having trouble signing in to Social Engagement or another Dynamics 365 (online) service? Read CRM Help & Training: Troubleshoot sign-in problems for available resolutions.

See Also

Get started with Social Engagement
Administer Microsoft Social Engagement
Assign permissions and user roles
ebook: Microsoft Social Engagement for CRM