Administer Microsoft Dynamics 365 Market Insights

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

Setting up the solution for your users is crucial for the effective usage of Microsoft Dynamics 365 Market Insights. 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 Market Insights 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 Market Insights. 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 Market Insights with other applications

Outcome: Build workflows between Market Insights 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 Market Insights. More information: Connect Market Insights to other domains

Microsoft Dynamics 365 Market Insights 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 Market Insights Settings area. More information: Manage connections in Market Insights

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 Market Insights 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 users

There are two types of user roles in Market Insights: 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

Market Insights overview Integrate Market Insights with Dynamics 365