Social Media on D365 Marketing

Hello Marketing people,

 Social Media is the chat for today.

Social media channels

D365 currently has integration with LinkedIn, Twitter and Facebook, which means you can post to all 3 of them directly from your CRM.

Where do we start?

 The first thing you need is a social configuration. 

Settings > Social Configuration > Create Configuration > Fill in name and the channel field. Don’t forget the T&C checkbox at the bottom > Click Create. This displays a pop up (make sure you have not blocked pop ups!) asking you to log in to Facebook / LinkedIn or Twitter and more T&C-s to accept. When done a new configuration should appear in your list with active configurations.

And with this done, you are good to go.

Social Posts

Go back to the home screen > Click on Social Posts under Marketing Execution. This displays a nice-looking calendar view of your social posts. On the right you have the options to change the calendar view between Today, Agenda, Day, Week, Month or Year.

On the left you can change the data set displayed in the calendar. The OOTB views include Social Posts, Draft social posts, live social posts, failed and scheduled.

Click New > Give your post a name (this doesn’t get posted on social media and is just the D365 name of the post you will see in your calendar view.  > Select a channel, which displays a new drop down with the available configurations

Media

Go ahead and craft your post. Don’t forget to add a picture. Clicking the media picture at the bottom, opens your D365 file selector, which you know how to work with as it’s the same as adding a picture to marketing email.

Scheduling

Another really useful thing you can do is schedule posts in just 3 clicks. On your post, click Schedule > Select the preferred day and time > Click Done. And that’s it.

Why is this important?

This is really important because it gives you the tools to use your pre-compiled knowledge of when your audience likes to interact with you and your business on social medial. Let’s say you have seen the biggest response rate when you post in the morning, but you have more downtime to compose your posts in the afternoon. With the scheduling feature, now that’s absolutely fine.

Our take on it

We love it! And it gets better and better.

Resolving placeholders - @ and #

Last thing we want to show you here is how well Twitter resolves placeholders and hashtags within the posts.

Yesterday we posted the same message both on Twitter and LinkedIn. The # worked great on both, and Twitter did slightly better in resolving the user handle, even when the LinkedIn automated post seemed the more popular one. 

LinkedIn

Twitter

Good luck.

This blog is part of the  Dynamics 365 Marketing series. Also, in the series:

• What’s new in the 2019 Release Wave 2 (October release) – Early Access 
• Multi-column layouts for Marketing Emails – Early Access
• Know your audience – Segments Explained – Early Access
• Adding Website Preview to a URL field in D365 for Marketing in 4 clicks
• Let AI check the spam score of your emails – Preview Feature – Dynamics 365 for Marketing with an AI twist