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Microsoft Dynamics CRM (Archived)

how to get social engagement number/chart related to one Account on main CRM form?

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Posted on by 687

Hi community,

Is there any work around to show Social Engagement charts/numbers on the main form of Account/Contact/Lead?

Any suggestions will be appreciated.

Thanks,

Hardik Chauhan

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  • Suggested answer
    Arun Vinoth Profile Picture
    11,615 Moderator on at

    You can do that. Go to form editor of any entity form & insert Social insights. Make sure to “Pass record object-type code and unique identifier as parameters”

    docs.microsoft.com/.../integrate-social-engagement-dynamics-365

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