Manage licenses for Social Engagement

Using the Office 365 admin center, you can manage Microsoft Social Engagement user licenses and other services. This topic provides information about the steps to give users access to Microsoft Social Engagement.
You must be your organization's Office 365 administrator to perform the following tasks.

Prepare your organization

For step-by-step instructions on adding a service to an existing Office 365 subscription, see Office help: Manage a subscription.

As a Dynamics 365 customer, review Microsoft Dynamics 365 pricing and licensing if the organization is eligible for Microsoft Social Engagement user licenses.

If your school or work organization doesn't have an Office 365 subscription yet, you need to create an Office 365 tenant for your organization.

Sign up for a new organization on Office 365

  1. Sign up on Office 365.

  2. Follow the wizard to create your organization and your administrator account.

  3. Optionally, select the number of users that you plan to provide access for.

  4. Optionally, select add-ins to enhance your post quota.

  5. Complete the purchase process to start provisioning Social Engagement.

It takes a few minutes to complete the provisioning process before you can start using Social Engagement. You'll receive an email with the details to access your Social Engagement instance when it's set up. You are now ready to sign in and set up Social Engagement.

Assign a license to a user

Enable users to work with Social Engagement by assigning Social Engagement licenses to them. As an administrator you can always modify the user's permissions to use certain features.

  1. In the Office 365 Admin center, select Users > Active Users, and then select the user.

  2. In the Product licenses tab, select Edit.

  3. Set the toggle for Dynamics 365 Customer Engagement Plan or Microsoft Social Engagement to On.

  4. Select Save to confirm your change and update the user's product licenses.

Remove a license from a user

When you create an Office 365 user account, you normally assign a license to users so that they can use certain features.

When you remove the assigned license from a user in your subscription, the license assigned to that user automatically becomes available for assignment to a different user. If you want the user to still have access to other applications that you manage through Office 365, for example Microsoft Exchange Online or SharePoint, don't delete the user. Instead, remove the Social Engagement license you've assigned to the user.
Removing a user's license from Social Engagement deletes all related custom settings, alerts, and any owned or shared streams. Deleted custom settings can't be restored. Search topics owned by a removed user will remain.

  1. In the Office 365 Admin center, select Users > Active Users, and then select the user.

  2. In the Product licenses tab, select Edit.

  3. Set the toggle for Dynamics 365 Customer Engagement Plan or Microsoft Social Engagement to Off.

  4. Select Save to confirm your change and update the user's product licenses.

Purchase licenses or add other Office 365 plans

You can purchase and add licenses and other plans to your subscription any time. You must be a global or billing administrator for your company's account to purchase licenses or add other Office 365 plans to your subscription.
More information: Microsoft Dynamics 365 pricing and licensing

Purchase additional licenses

  1. In the Office 365 Admin Center, select Billing > Purchase Services.

  2. Select the Microsoft Social Engagement add-in or user licenses you want to purchase, and then select Change license quantity. Customize your order by choosing the number of licenses you'd like to order.

  3. Follow the checkout procedure to confirm your purchase.

Privacy notices

Microsoft Social Engagement uses session cookies to allow users to move from page to page without having to sign in again on each page. At the user’s direction, we may use cookies to store credentials to facilitate authentication for future sessions.
Session cookies are essential to operate Microsoft Social Engagement; there is no option to opt out of these cookies. However, sign-in cookies are stored only at the user’s request.

If you designate a Microsoft partner (for example, by trying or purchasing Microsoft Social Engagement in response to a partner request or quote, or by designating a partner to assist in the use or administration of Social Engagement), Microsoft will make your information available to the partner as you direct.

By enabling Social Engagement to connect to Azure Event Hubs, you will allow social data to be streamed to event hubs using automation rules. Azure Event Hubs stores the social data streamed from Social Engagement for a pre-configured period of time and any application that can listen to the event hub will be able to access, store and/or process this data.

Note that the social data sent from Social Engagement includes information regarding the social post (author and text) as well as enriched information such as Language, Location, Sentiment, Tags, etc. For complete information on the content of a social post sent to event hubs, please see the JSON schema definition.

See Also

Get started with Social Engagement
Assign permissions and user roles
Integrate Social Engagement with Dynamics 365
Connect Social Engagement to other domains