Skip to main content

Notifications

Microsoft Dynamics CRM (Archived)

Is Microsoft Social Engagement Customer Specific ?

Posted on by 75

Hi Folks,

I am working on Microsoft Social engagement and wanted to know that is Social Engagement can be customer specific??  when we link to Dynamics 365 than can it be that customer just see its relevant posts. if yes than how we can go for it ? 

or is there any other way that we can get customer related social interactions ?

*This post is locked for comments

  • RE: Is Microsoft Social Engagement Customer Specific ?

    Hi Nicolas thanks for your response, but how can we make it customer centric? so that we can only get social interactions on customer level/Specific.its showing social interaction over all but the requirement is to achieve it to customer level.

  • Suggested answer
    nfernandezba Profile Picture
    nfernandezba 210 on at
    RE: Is Microsoft Social Engagement Customer Specific ?

    Hello Muhammad,

    The information that you will show in the Social Insight will be conditioned by the Categories and search topics that you configure on MSE.

    A correct strategy on the configuration of the search topics will help with that.

    Another approach is to generate social activities from MSE into CRM and add the sub-grid on the customer form.

    At last, but not least, you can integrate MSE with Power BI to create custom report and add contextual reports on the form (crmchartguy.com/.../contextual-power-bi-reports-on- dynamics-365-forms /).

    To integrate MSE with PowerBI you need to configure the connection with Azure Event Hub and then create a Stream Analytics Job in Azure to stream the data into Power BI.

    I hope some of this approaches help you to solve your question. If that is the case, please mark the suggedted answer as verified.

    Regards,

    Nicolás

  • RE: Is Microsoft Social Engagement Customer Specific ?

    Hi Guillaume thanks for your response, but how can we make it customer centric? so that we can only get social interactions on customer level/Specific. i got your point and its working to add Social insights on the form but its showing social interaction over all but the requirement is to achieve it to customer level.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Is Microsoft Social Engagement Customer Specific ?

    Hi,

    yes you can: technet.microsoft.com/.../dn659847.aspx

    "Add the Social Insights control to a Dynamics 365 entity form" => entity form can be every of your customer in your database

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,149 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans