Link posts from Social Engagement to Dynamics 365

Microsoft Social Engagement provides a platform for capturing public posts from social media. You link posts in Social Engagement to a Dynamics 365 instance and turn them into new records in Dynamics 365.

When you link a post from Social Engagement to a Dynamics 365 instance, a Social Activity record is created in Dynamics 365. Dynamics 365 can turn these social activities into other types of Dynamics 365 records, for example into a lead, an opportunity, or a case.

Steps for linking posts from Social Engagement to Dynamics 365

  1. First, set up the feature to link social posts to a Dynamics 365 instance as social activities. As a Social Engagement Administrator, you need to connect Social Engagement with Dynamics 365.
    More information: Connect Dynamics 365 and Social Engagement

  2. Next, you can define the attributes for the Dynamics 365 entities that you want to display in Social Engagement.
    More information: Create a new Dynamics 365 record from a social post

  3. As a system administrator or customizer in Dynamics 365, you can configure rules to handle newly created social activities by using the Automatic Record Creation and Update Rules feature in Dynamics 365.
    More information: Configure Record Creation and Update Rule in Dynamics 365 to process Social Actity entities from Social Engagement

  4. When everything is set up, your users can start to link social posts to create or update Dynamics 365 records.
    More information: Create a new Dynamics 365 record from a social post

  5. Optionally, you can configure automation rules in Social Engagement to create new Dynamics 365 records for posts that match a specified data set.
    More information: Route posts using automation rules

  6. Understand how to delete or disable a connection between Dynamics 365 and Social Engagement, and understand how this might affect existing linkages or linking newly acquired social posts.
    More information: Manage the connection between Dynamics 365 and Social Engagement

Privacy notice

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.

See also

Administer Microsoft Social Engagement
Set up the connection between Dynamics 365 and Social Engagement
Create a new Dynamics 365 record from a social post