Configure and authenticate social media accounts in outbound marketing

Social posting enables Dynamics 365 Customer Insights - Journeys users to author, schedule, and publish posts to a variety of social media channels and accounts. You must configure and authenticate each channel and account that you'd like to make available for use with this feature. In the current version, you can configure accounts for Twitter, LinkedIn, and Facebook.

To add and authenticate a social media account:

1. Go to Settings > Customer engagement > Social media accounts. A list view opens showing your existing social media accounts (if any).
2. Select Create configuration on the command bar.
3. A quick-create flyout slides in from the side of the screen. Make the following settings:
   • Name: Enter a name that you and others will easily recognize. Choose a name that gives a good idea what type of channel it is what type of content should be posted there, such as "Contoso Electronics LinkedIn."
   • Social channel: Choose the social-media site you want to connect to (such as LinkedIn or Facebook).
4. After you've selected a channel, links for the Privacy policy and Terms of service of your selected channel are provided. It's important that you read and understand these terms before you begin using this feature.
5. Provided you agree with the privacy policy and terms of service, select Create to continue.
6. Follow the instructions on your screen to sign in to your social media account and allow Customer Insights - Journeys to post through this account.

   Important

   If you are setting up a Facebook account that has more than one Facebook page associated with it, then pay extra attention to the settings offered while you are setting up the connection. One of the setup pages will ask you which of your Facebook pages you want to use—be sure to choose All pages first (to make all pages available) and then choose the specific page later on. Otherwise, Facebook will choose an arbitrary page from among those you have set up on the site. If you miss the All pages setting, then you must reauthorize the connection (as described in the following procedure) and try again.

If your sign-in times out, or if the password changes on one of your accounts, you can update an account by doing the following:

1. Go to Settings > Customer engagement > Social media accounts.
2. Select a social media configuration from the list.
3. Select Reauthorize on the command bar.
4. Follow the instructions on your screen to update your sign-in details.

You can delete a social configuration at any time to prevent Customer Insights - Journeys from posting through that account from now on. Use the Delete button on the command bar to delete the currently shown or selected configuration.