Get started with Market Insights

(This topic is pre-release documentation and is subject to change.)

This topic introduces common user-interface elements and useful tips to work efficiently with Microsoft Dynamics 365 Market Insights. You'll get a basic understanding of the application’s logic and conceptual approaches to help you start to work with the various features and areas.


To provide you the best experience with Market Insights, it's a good idea to keep your browser updated to the latest version.

  • Supported browsers

    • At least Internet Explorer 11

    • Latest version of Google Chrome

    • Latest version of Mozilla Firefox

    • Latest version of Apple Safari

  • Supported mobile devices

    • Windows Phone 8 and Windows Phone 8.1 devices with Internet Explorer mobile

    • Apple iPad and iPhone running at least iOS 7 with Apple Safari browser

    • Tablets and phones running at least Android 4.2 with Google Chrome Mobile browser

Sign in to Market Insights

Sign in to Market Insights directly or review additional options to access Market Insights


The first user, usually the global admin, needs to sign in to Market Insights and confirm the solution isn’t used by or on behalf of a government customer before other users can access the service.

Use the bar at the top of the page to move between all of the different areas of Market Insights. Pages that you see depend on the permissions that your system administrator assigned to you.

navigation bar in market insights

The navigation controls are as follows:

  • App launcher: Quickly go to your Office 365 portal and select from your available services.

  • Open default page: Start a fresh analysis on Analytics > Overview and reset all active filters.

  • Navigation: Click this button to see the application areas and quickly switch to the area that you are looking for.

  • Sign out/Change Profile: You can change your profile by clicking the View Office 365 profile option or Sign out from Market Insights and your Office 365 user account.

  • User options: Get one-click access to the My Preferences area, and see further information about Market Insights.

  • Help options: See context-sensitive help topics that apply to the area you’re working in, and quickly access the Market Insights forums and support contacts.

  • Application areas: The main areas to work in Market Insights.

  • Search Setup: Create and edit search topics, defining the posts that Market Insights acquires. Get an overview of your solution’s data acquisition status and its progress towards the post quota. Maintain lists of blocked content to optimize the quality of your data.

    More information: Set up searches to listen to social media conversations

  • Analytics: See widgets that show the data in your solution. Switch between different pages in Analytics to see more detailed information about the areas that matter the most to you. Add filters to slice and dice your data according to your business needs.

    More information: Analyze social data using widgets

  • Private Messages: Find all private messages in the solution with a single click. This is not an application but a shortcut to a view on the post list with the filter for private messages enabled.

    More information: View posts and conversations in Market Insights

  • Social Center: Create and manage real-time streams of posts that match a selected data set. Depending on your user role and license type, you can share streams with other users of your solution.

    More information: Keep track of live data streams with Social Center

  • Activity Maps: Create and manage activity maps to see real-time visualizations of posts with location information. Show this on a large screen and let your audience know where in the world your topics are discussed.

    More information: Define activity maps to view real-time data

  • Alerts: Create and manage alerts to get the most recent posts or significant changes delivered by email to the specified recipients.

    More information: Stay up to date with alerts

  • Settings: All users can define how the application displays for them. Administrators can manage user roles, set system-wide settings, and configure many more options.

    More information: Administer Market Insights

  • Help: Visit the Microsoft Dynamics 365 Market Insights Help Center (opens a new website) to see the latest help topics.

Get around in the Analytics area

In most cases, the first thing you’ll see when you sign in to Market Insights is the Analytics area. By default, you’re looking at a data set that contains all posts that all search topics gathered in the specified time frame.

analytics area in market insights

All pages in the Analytics area share the following structure:

  • Analysis focus: Define the data that your current analysis focuses on, and select a search topic, a category of search topics, or all search topics. You can switch between the different options at any time to narrow or extend your data set.

  • Filter section: Add or edit filters to slice and dice your data set according to your needs. At a glance, see the filters that are applied to your current data set, and quickly edit or remove them.

  • More options: Use the current filters to work with the same data set in another area of Market Insights. More information: Explore more options with your data set

  • Time frame: Select the dates for which you want to analyze your data. You can select a custom date or predefined values.

  • Data summary: See the number of posts and the trend of your current data set.

  • Page navigation: Move between the different pages of the Analytics area. Each page provides a more detailed view of important aspects of your data.

    • Overview: See at a glance what’s happening in your selected data set before you drill down into the more detailed pages. More information: Understand widgets on the Overview page

    • Conversations: Find phrases that are driving the social conversations in your data set. See more detailed analysis about trending phrases, and dive into the posts that mention them. More information: Find out what people are talking about

    • Sentiment: See the public perception of the posts toward a search topic. Find phrases that get mentioned in a positive or negative context and track your sentiment index over time. More information: Understand the public perception using sentiment analysis

    • Location: Gain insights about the geographical location of authors and posts, and learn more about where social conversations are most active. More information: See the locations for the posts

    • Sources: Find sources that are used most in your data set. See detailed analysis, and drill down into the details of source-specific analysis. More information: Analyze the sources for the posts

  • Dynamic widgets: This area of the page contains widgets that display when certain criteria are present. For example, a map on the Location Insights widget shows when you select filters that may include posts with location data. When you change your data set by editing filters or changing the analysis focus, the widgets may refresh with the updated data, may disappear if the display conditions are no longer met, or may appear if the display conditions apply. More information: Analyze social data using widgets

  • Static widgets: The widgets in this area of the page are always there. When you change your data set by editing filters or changing the analysis focus, the widgets refresh with the updated data. More information: Analyze social data using widgets

  • Post list: Expand this area to see the most recent posts that match your current data set. Update your data set or your time frame, or load more posts to dive deeper into the contents. Take action and engage with your audience directly from within the application.

    More information: View posts and conversations in Market Insights

Get around in the Settings area

Administer your Microsoft Dynamics 365 Market Insights solution, and set the options for your solution and its users. To set up your solution and get your users started quickly, see Set up Market Insights.

settings area in market insights

Privacy notices

Microsoft Dynamics 365 Market Insights offers hosted online services available to a wide variety of customers and comprises the following social capability components within the software application:

Social Media Monitoring – ability to listen to and monitor publicly available social communications across public and managed networks administered by third parties.

Social Analytics – ability to identify, compute, and project queries related to publicly available documents and posts.

Please note that Market Insights may enable access to third-party services, such as Twitter, Facebook, Tumblr, YouTube, and blogs whose privacy practices may differ from Market Insights. Your use of such services, and any information you provide to them, is governed by their service-specific privacy statements. When establishing these connections, certain data, such as the search query used to retrieve the Social Content and your IP address, may be shared with those services. You are encouraged to review these other privacy statements. You are also encouraged to review the Microsoft Online Services Terms.

Market Insights stores customer search configurations and data curations in tenant-separated databases (customer data). The customer data is then cached on the server side in an internal application, to allow common retrieval indexing for the sole purpose of maximizing solution performance.
Access to index cached data (customer data) is handled exclusively by the internal application, and does not allow users to access or modify index cached data interactively in the internal application. After a subscription license agreement is terminated, customer index cached data is removed after a period of 180 days, according to our data retention policies.

See Also

Manage global settings
Set up searches to listen to social media conversations