Social Engagement Integration with D365

In Dynamics 365, you can get powerful social insights by performing Social Engagement Integration to Dynamics 365. Social Engagement Integration puts social media at the fingertips of your sales teams, customer service agents, and everyone across the organization.

With Social Insights, you bring social media data directly into Microsoft D365 dashboards and entity forms. As an administrator, you configure the connection to Social Engagement and add the Social Insights controls to the entity forms and system Microsoft D365 dashboards. When you are done with the set up of Social Engagement Integration and Social Insights controls, you choose a search topic or search topic category and visuals.

The Social Insights widgets in your Microsoft Dynamics 365 forms and Microsoft D365 dashboards provide convenient access to social data right where you work. Whenever, you click on any widget that has to be taken into an Social Engagement to drill down and explore the data further.

To configure the connection, you need to have a subscription to Microsoft Social Engagement, be an authorized Social Engagement user, and have a Social Engagement instance provisioned for this Dynamics 365 instance.

Prerequisites

You need a System Administrator security role or equivalent permissions in Dynamics 365 (online).
You should guarantee that your Dynamics 365 domain is added to the list of allowed domains in Social Engagement.

Connect Dynamics 365 (Online) to Social Engagement

In Dynamics 365, click on Settings > Administration > Microsoft Social Engagement Configuration.
Select Continue to accept the legal disclaimer.
In Microsoft Social Engagement Configuration page, in the Select the Microsoft Social Engagement solution to connect to drop-down box, Select the Social Engagement instance to which you want to connect. Choose the Select button next to the drop-down box. The Select button becomes dim to indicate that you choice is confirmed.

Prerequisites

You need a System Administrator security role or equivalent permissions in Dynamics 365 (online).
You should guarantee that your Microsoft Dynamics 365 domain is added to the list of allowed domains in Social Engagement.

Connect Dynamics 365 On-Premises to Social Engagement

In Dynamics 365, Click on Settings > Administration > Microsoft Social Engagement Configuration.
Select Continue to accept the legal disclaimer.
Follow the instructions on the Microsoft Social Engagement Configuration page.

Add Visuals to an Entity Form

To include Social Insights controls to an entity form, you have to use the form editor provided in the Dynamics 365 Customization area. You can position the Social Insights control panel anywhere on the form and resize it, just like you would do with the iFrame controls. Even you have a rights to make the control bigger by increasing the number of rows and spanning the control over several columns. This is most important if you want to make a graph or a chart in the control appear larger and be more readable. More information: Use the form editor.

Select Settings > Customizations > Customize the System.
In the navigation pane, under Components, expand Entities.
Expand any entity that you want to add the Social Insights control to. Select Forms.
Select the Insert tab. At the top of the entity form, on the ribbon, choose the Social Insights icon. In the setup dialog box, fill out the necessary fields, such as the unique name of the control and the label name.
Choose to enable unique identifier as parameters and pass record object-type code.
Select OK. The Social Insights control panel is now added to the entity form. You can able to resize the control or move the control to another location on the form.
Switch back to the Home tab. Click Save and then Click on Publish to publish the added customizations. The search categories, search topics and visuals can be added to the control.

Add Visuals to Dashboards

You can add the Social Insights controls to the existing system Microsoft D365 dashboards or to a new dashboard. Let’s create a new Microsoft D365 dashboards and add the Social Insights control to it. We will use this Set Up Social Insights wizard to lead us through the setup. Soon after the setup is finished and customizations are published, the charts and graphs with social data will appear on your dashboard.

Select Settings > Customizations > Customize the System.
In the Navigation Pane, under Components, select Microsoft D365 Dashboards.
Select New on the command bar. Choose a layout and select Create.
On the dashboard, enter the name of the dashboard in the Name text box and click Save.
To add the controls, click on Insert Social Insights icon in the center of the section on the dashboard form, or select More Commands … on the command bar and then select Social Insights in the drop-down list. The Set up Social Insights wizard appears.
In the set-up Social Insights wizard, Click Advanced. The Add Social Insights dialog appears. Fill in the required fields and select OK. Now you can also use the default values and Click OK or Cancel to close the dialog box.
In the set-up Social Insights wizard window, select Search topic category or Search topic, and then select Next.
To Choose the search topic category or the search topic, in the drop-down list, select the topic or the category, depending on what you chose in the previous step and then select Next.
In the visuals drop-down list, click on widgets or charts you want to display in the component. You can include as many visuals as you want and move them up and down the list using the MOVE UP and MOVE DOWN arrows. Now you can also delete a visuals by selecting the delete icon displayed to the right of the visual. Select Finish.
On the command bar, Click on Save and then select Close.
To publish the customizations, Click on Publish All Customizations on the command bar. After that customizations are published, you can see the Social Insights on your dashboard.

Locus IT has a thorough knowledge of some of the well-known industries and the particular challenges that exist in this industry. We provide Microsoft social upgrade or Social Engagement upgradation, Social Engagement Integration, Microsoft Social training services. For more information please contact us and we’ll be happy to consult with you.