Install the Social Selling Assistant

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Applies To: Dynamics 365 (online), Social Engagement

Note

The information provided here is for versions of Dynamics 365 prior to Dynamics 365 (online), version 9.0. For the latest documentation, see Install the Social Selling Assistant.

Set up the Social Selling Assistant and onboard your users in just a few minutes. First, a Microsoft Dynamics 365 admin needs to install the Social Selling Assistant in Dynamics 365 and connect it with Microsoft Social Engagement. Then, a Microsoft Social Engagement admin refines the configuration in Microsoft Social Engagement to enable the best possible experience when users are working with the Social Selling Assistant.

Prerequisites

To install and set up the app, make sure you meet the following prerequisites.

  • Your organization updated to December 2016 Update for Microsoft Dynamics 365 (online) or a later version.

  • You have a license assigned for both, Microsoft Dynamics 365 (online) and Microsoft Social Engagement

  • You have a system admin or a customizer role in Microsoft Dynamics 365 (online).

  • To update the additional configuration in Microsoft Social Engagement, you need at least the following permissions.

    • An administrator configuration role to configure custom tags in order to promote posts.

    • At least a power analyst configuration role to create search topics or edit topics you own.

    • At least a responder interaction role to share social profiles you own.

More information: Social Engagement Help & Training: Understand user roles

Install the Social Selling Assistant app from AppSource

Before users can start working with the app, you need to install it from AppSource in Dynamics 365.

Get it from AppSource

  1. As a system administrator in Dynamics 365, go to Settings > Dynamics Marketplace.

  2. In the AppSource dialog, search for Social Selling Assistant.

  3. Click Get to start the installation, accept the disclaimer and follow the dialog guiding you through the installation.

Access the Social Selling Assistant

When you install the app, the system configures a new mobile-friendly dashboard in Dynamics 365.

Get to the Social Selling Assistant dashboard

  1. As a system administrator in Dynamics 365, go to Sales > Dashboards.

  2. In the drop-down list under System Dashboards, select Social Selling assistant dashboard.

  3. Configure the dashboard according to your user's needs. More information: Dynamics 365 Help & Training: Create or customize dashboards

Alternatively, you can access the Social Selling Assistant using the app module in Dynamics 365 or using the main navigation in Microsoft Social Engagement.

Establish the connection between Dynamics 365 and Microsoft Social Engagement

The data in the Social Selling Assistant comes from Microsoft Social Engagement. To access this data from within Dynamics 365, you need to connect the two services. You can skip this step if you already connected Dynamics 365 and Microsoft Social Engagement from another integration scenario.

Note

You must ensure that your Dynamics 365 domain is added to the list of allowed domains in Microsoft Social Engagement.

More information: Social Engagement Help & Training: Connect Social Engagement to other domains

For instructions how to set up the connection, see: Connect to Microsoft Social Engagement, Social Engagement Help & Training: Integrate Microsoft Social Engagement with Dynamics 365

See Also

Extend Dynamics 365 with integration and solutions
Connect to Microsoft Social Engagement
Install or remove a preferred solution