Administer Microsoft Social Engagement


Microsoft Social Engagement will be discontinued on January 16, 2020. Additionally, starting October 1, 2019, the service will no longer support Twitter as a data source. For more information, see Changes coming to Dynamics 365 Market Insights preview and Microsoft Social Engagement.

Setting up the solution for your users is crucial for the effective usage of Microsoft Social Engagement. To learn more about the main tasks for administering your solution, review the topics listed here.


You need to have an Administrator configuration role in Social Engagement to perform the tasks below.

Configure global settings for other users

Outcome: Prepare the system to get your users started quickly and efficiently.

Set the default values for all users including the default search configuration and the look and feel of the application. More information: Manage Global settings

Set up searches to gather relevant data

Outcome: Get from no data (or bad data) to good data.

Defining good search topics is one of the most important concepts when using Social Engagement. Learn how you gather relevant posts, refine your search topics, and make sure you stay within the post quota. More information: Set up searches to listen to social media conversations

Optionally, you can extend the coverage of the data sources by adding RSS feeds as custom sources. More information: Create or delete custom sources

Integrate Social Engagement with other applications

Outcome: Build workflows between Social Engagement and Customer Engagement and export data to other third-party applications using Azure Event Hubs.

When establishing the first connection, make sure to add the target application's URL to the Allowed Domains settings page in Social Engagement. More information: Connect Social Engagement to other domains

Microsoft Social Engagement lets admins connect to and share social data with other applications, such as Microsoft Dynamics 365 or Azure services. To work with social data in other applications, you can connect them on the Connections page in the Social Engagement Settings area. More information: Manage connections in Social Engagement

Add social profiles to engage in conversations

Outcome: Enable your team to answer and interact in the name of your organization.

Set up social profiles to interact with other users on the social web and to engage with customers, fans, or critics. You can share these with other users, or use them to acquire data from specific sources. More information: Manage social profiles

Work with machine learning features

Outcome: Let the algorithms adapt to you organization's use cases. Benefit from intelligence features to identify relevant posts and authors more efficient.

Some tagging and sentiment capabilities in Social Engagement are based on algorithms that learn from your inputs.

To reset and review your organization's sentiment model, see Adaptive learning based on changes to organization’s sentiment values.

To configure the automated tagging of posts, see Work with tags.

Manage licenses and users

Outcome: Enable your team to access Microsoft Social Engagement and work on sales, customer care, or marketing scenarios.

Get to know how you can give users access to Social Engagement and how you can add user licenses and post quota to your subscription. More information: Integrate Social Engagement with Office 365

There are two types of user roles in Social Engagement: Configuration roles and Interaction roles. Assign users of your solution the appropriate roles for analyzing data and engaging publicly on social media. More information: Understand user roles

See Also

Integrate Social Engagement with Office 365
Integrate Social Engagement with Dynamics 365 for Customer Engagement
Connect with customers. Empower your organization. Create real results.