Publish and react to posts

Important

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.

Staying in touch with customers, prospects, and other stakeholders through social media channels is a key factor in business success. Take action on posts that you find with Microsoft Social Engagement. Start a conversation by writing new posts from within Social Engagement.

Prerequisites

Before you start to engage with your audience, make sure you meet the following prerequisites:

  1. You have an Interaction user role of Responder or Manager, which allows you to publicly post on social networks from Social Engagement.

  2. You own at least one social profile or have it shared with you for the social networks that you want to interact on.

  3. Social data is already available in your Social Engagement solution. You can find it in the Posts area in Analytics, or through streams in the Social Center.

Engage on a post in Social Engagement

Social Engagement lets you proactively engage on social media or react to social data that you gather. In no time, you can compose a post, answer questions, share information, or socialize with your audience on social networks.

Note

If you apply several actions on posts in the same post list, the system queues all planned actions so that you can seamlessly proceed with your work. If a queued action fails, you’ll get notified directly in the application. If you switch to a different area in Social Engagement while some actions are still in the queue, the application warns you before interrupting the actions.

Posts that you send from Social Engagement are not picked up automatically by your search topics. Create a Facebook page rule to capture all posts from a specific Facebook page.

Let users know you appreciate a post they wrote

When you find a post in Social Engagement that you appreciate, show its author your support and like it. You can easily do this directly from within Social Engagement.

Like a post

  1. Go to Social Center.

    --OR--

    When you're working in Analytics pages, select Posts.

  2. Select the post you want to interact with.

  3. At the bottom of the post, select Like.

    Note

    On Facebook, you can only like posts with a Facebook page profile.

  4. Select the check box for the social profile that you want to like this post with.

  5. Select Confirm.

Share a post with your audience

Some posts you find may be relevant to your audience, too. To spread the word, retweet or share them with a few selects directly from within Social Engagement.

Share a post

  1. Go to Social Center.

    --OR--

    When you're working in Analytics pages, select Posts.

  2. Select the post you want to interact with.

  3. At the bottom of the post, select Share Facebook share button in Social Engagement.

  4. Select the check box for the social profile that you want to share this post with.

  5. Type your message in the text field.

  6. Select Share Facebook share button in Social Engagement.

Reply to a conversation

Reply to questions, requests, and feedback on Facebook pages directly from within Social Engagement.

Comment or reply to a post

  1. Go to Social Center.

    --OR--

    When you're working in Analytics pages, select Posts.

  2. Select the post you want to interact with.

  3. At the bottom of the post, select Comment Facebook comment button in Social Engagement.

  4. In the header of the text box, select the social profile that you want to post with.

  5. Type your message in the text box.

  6. Optionally, you can add a photo to the reply.

    Photos need to be in .png, .jpg, or .gif format. Maximum file sizes apply, depending on which social network you want to post to.

  7. To publish the message on behalf of the selected social profile, select Comment Facebook comment button in Social Engagement.

    You'll see a star symbol added to the Comment/Reply symbol (Facebook comment button in Social Engagement) if another user has already replied to this post from within Social Engagement.

Post a link to another post

Share a link to a public post along with your own comments as a new post directly from within Social Engagement.

Create a new post with a link to a post found in Social Engagement

  1. Go to Social Center.

    --OR--

    When you're working in Analytics pages, select Posts.

  2. Select the post you want to interact with.

  3. At the bottom of the post, select the Post Link button Post a link button in Social Engagement.

  4. Select the check box for the social profile that you want to send this post with.

    Note

    When you share to LinkedIn, you can choose between two visibility options: Either share the post with everyone on LinkedIn or only with your network.

    You can't share the URL of a Facebook comment on Facebook, and we'll hide the social profiles for Facebook when you try to post a link to a Facebook comment.

  5. Optionally, type additional text in the text field.

  6. Select Post.

Start a new conversation

Start the conversation with your audience and publish new posts directly from within Social Engagement.

You must have at least one owned or shared social profile to see the Publish button.

Compose a new post in Social Center

  1. Go to Social Center.

  2. To show the compose form, select Publish.

    Tip

    If you want to publish the same content with a different social profile, in the Publish pane, select Include the content from the previous post. This prepares the same post for your convenience so you can easily edit it for your targeted audience.

  3. Select the message type for this post.

  4. Select the check box for the social profile that you want to send this post with.

  5. In the text entry field, type the text for the post.

  6. Optionally, you can add a photo to the post.

    Photos need to be in .png, .jpg, or .gif format. Maximum file sizes apply, depending on which social network you want to post to. More information: Add media to posts

  7. To publish the post on the corresponding social network, select Send.

Add media to posts

Social Engagement lets you add a single photo to posts while replying ot commenting from within the application. You can't add media to direct messages.

Supported file types: .png, .jpg, .gif

Depending on the social network that media is posted to, different limitations in file sizes apply.

Read more about the maximum file size on Facebook.

Note

When you use a large file, it can take a long time to upload. Also, timeouts can happen when the upload takes too long due to limited bandwidth. If this happens, try resizing the image to reduce the file size, or try again with more bandwidth.

Engage in private conversations

Quickly respond to a private conversation through one of your social profiles directly from Social Engagement. You can allow the data acquisition of your private messages so that other users of your organization’s solution can see the full context of the conversations.

If data acquisition for private conversation from a social profile is allowed, and a search topic contains a Private Messages rule for the same social profile, all direct messages, including attachments, are visible to other users of the same Social Engagement solution. More information: Data retention in Social Engagement

Send a direct message on Facebook from Social Engagement

  1. Go to Social Center.

    --OR--

    When you're working in Analytics pages, select Posts.

  2. Select a private message that your search topics found.

  3. At the bottom of the post, select Private Message.

    Note

    When you reply to a private message, you can reply to a single recipient only with the social profile that received the private message. Group conversations aren’t supported in private messages.

  4. Type your message in the text entry field. Microsoft Social Engagement limits direct messages to 10,000 characters. When you get close to the character limit, Social Engagement will show a counter so you can optimize the length of your content.

  5. Select Send Private Message to post on behalf of the selected social profile.

See Also

Engage on social networks
Work with posts
Manage social profiles