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Dynamics 365 general forum

Social Engagement Set Up walk through

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Is there a video tutorial that walks a new user through the set up processes for Social Engagement? From start to finish, touching on the basic configurations and set up of each area? Or a series of them. Not the little 3 minute "announcement" videos or "Look What's New" videos, but a real tutorial?

  • RE: Social Engagement Set Up walk through

    Specifically for setting up Social Engagement. I guess what I need is to see what the capabilities are so I will know what I want the system to do. I have been working with narrowing my targeting so that I get the most relevant responses possible; it's a work in progress. One of the most frustrating things is that I can not find how to define a geographic area for targeting. For instance, we want to find our lead target words and phrases through social media, but I only ant hose in the are we actually service which is western Canada. I can not seem to figure out how to do this, or even if it is possible. I did find an online manual and am slowly pouring through that, but I will also go through the video playlist you sent. Thank you for your help, I really appreciate it :)

  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,304 User Group Leader on at
    RE: Social Engagement Set Up walk through

    Hi Becky Are you looking for specifically setting up Social Engagement or Integrating with CRM?

    The following list cover most the areas but if you don't find what you need I'm more than happy to help

    www.youtube.com/playlist

    Best Wishes, Raz

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