Social Engagement & CRM Integration [Auto Create Records]

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Posted on by CRM Konrad

Good Day,

With the latest release of SE we’ve been excited to be able to create lead or case records automatically based on clicking “Link to CRM” in Social Engagement. There are some situations where we would like this to happen automatically without human interaction. Two questions:

I’ve poked around and not seen a configuration level way to pick a search topic and indicate “link all social records” to this type of CRM entity automatically. Has anyone else found a way to do this, or no for a fact it’s not possible yet?

You can bulk (select all check box) assign, label, or remove records/posts in the steam view in S.E. but it appears you can’t bulk create CRM Records this way either. Has anyone else confirmed this limitation at the moment?

I suppose for the moment I could create an S.E. Alert and pipe it into an e-mail queue and auto convert, but that seems a bit Mickey Mouse.

I jumped the gun and posted this enhancement request on connect.microsoft so if you agree this isn’t possible today and it’s of interest please vote it up: connect.microsoft.com/.../2109865

Thank-you!

Categories:

Social Listening

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Lema Salamov 440 on at

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RE: Social Engagement & CRM Integration [Auto Create Records]

We are waiting for updates from you, Stefan:)
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Stefan Kummer on at

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RE: Social Engagement & CRM Integration [Auto Create Records]

Hi Konrad, Thanks for this valid request and surfacing this in connect too. The out-of-the box feature you are looking for to automatically create cases, leads etc in Dynamics CRM is currently in (closed preview phase) and General Availability of it will be announced very soon, supporting CRM online as well as Onprem (with the newest version of CRM).
Community Member on at

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RE: Social Engagement & CRM Integration [Auto Create Records]

Konrad, let me know once you get this figured out. We need it!
Stefan Kummer on at

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RE: Social Engagement & CRM Integration [Auto Create Records]

Hi Konrad Thiel. Thank you for valuable input. The feature you are looking for is automation rules to support CRM entity creation. This recent feature of Microsoft Social engement was live demo-ed at Convergence EMEA a few weeks ago, is currently part of the MSE preview program and will be publicly available soon.