Explore more options with your data set


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.

Your search topics usually gather more data than you want to analyze at a given moment. When narrowing the data for the most relevant posts in Microsoft Social Engagement, data sets are often key to an accurate and detailed analysis.

In some areas of Social Engagement, you can copy a given data set over to a different area to save time. For example, you can have a stream in Social Center that shows an overwhelming amount of posts. You decide to analyze those posts in the Analytics area to drill down into the information using the filtering functionality. You find a set of important posts and choose to get informed of any similar new posts. By passing your data set over to the Alerts area, you can create an alert with a single click.

The following table shows the areas in Social Engagement between which you can pass a data set.

Area Create stream View/Open in Analytics Create alert Create activity map Create automation rule
Social Center -- Yes Yes Yes Yes
Analytics No -- Yes Yes Yes
Activity Maps No Yes No -- No
Automation rules No Yes No No --

To pass a data set to a different application area

  1. Click the More options with current filters button More options with current filters.

    • Analytics: In the filter section, below the nav bar.

    • Social Center: In a stream’s header.

    • Activity Maps: In the filter section, next to the KPIs.

    • Automation Rules: In the list of automation rules and in the rule details pane.

  2. You can choose from the following options, depending on the area you work in:


If you use the nav bar to switch to a different area of the application, your filters are reset. To persist the filters, pass your data set to a different area per the instructions and availability above.

See Also

Analyze social data using widgets
Get relevant data using filters