Add Social Engagement visuals to a dashboard or account

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

Microsoft Social Engagement scours social networks like Facebook and Twitter to help you monitor what people are saying about your products or brand, and then analyzes the data and presents it to you in easy-to-read charts and graphs.

These visuals help you spot emerging trends in people’s comments, respond to service issues before they escalate, track marketing campaigns, gain insights about your competitors, and more.

Microsoft Dynamics 365 (online) users can add Microsoft Social Engagement charts and visuals to dashboards, or you can add them to account, contact, or competitor screens. You can also add Microsoft Social Engagement charts and visuals to other types of records.

To help you get up and running quickly with Microsoft Social Engagement, a system administrator sets up lists of common search terms for your organization in advance. Everyone shares and can select from the same pre-set lists of search terms to listen for on social networks like Facebook and Twitter.

Or, you can Set up your own searches for Social Engagement for Microsoft Social Engagement to monitor on social networks.

Create a Social Engagement dashboard

You’ll use a wizard to set up the search terms to listen for on social networks like Facebook and Twitter, and to select the charts or visuals you want to include on a dashboard.

People in sales, service, or marketing can create their own dashboards. Dynamics 365 admins can create dashboards to share with the entire organization.

1. To start the Social Engagement wizard, follow the steps for your role.

   If you’re creating a dashboard for yourself

   1. Go to Sales > Dashboards.

   If you’re an admin creating a dashboard for your whole organization

   1. Go to Settings > Customizations.

   2. Choose Customize the System > Dashboards.

2. Choose New.

3. Choose the layout to use for the dashboard, and then choose Create.

   Tip

   The 2-column regular dashboard layout is a good place to start because it gives you a simple design for up to four different charts.

4. Type a name for the dashboard.

5. To start the wizard, choose the Social Engagement button () on the dashboard layout.

6. On the Set up Social Insights page, choose Search topic, and then choose Next.

7. In the Search topics list, select the list of terms to listen for, and then choose Next.

8. From the Visual name drop-down list, select the name of the chart or visual. Each one includes a brief description to help you select the one you want.

   Tip

   To add more than one chart or visual, choose Add visual, and then select another chart or visual from the list.

9. Choose Finish.

10. Choose Save, and then choose Close. If you’re the Dynamics 365 admin, on the command bar, choose Publish so that other people can use the dashboard.

Add a Social Engagement chart or visual to an account or other type of record

You’ll use a wizard to set up the search terms to listen for on social networks like Facebook and Twitter, and to select the charts or visuals you want to include for an account.

You can also add Social Engagement charts or visuals to contacts, competitors, or other types of records.

1. Go to Sales > Accounts.

2. You’ll see a list of accounts. You may need to scroll to see the whole list.

3. Choose the account you want.

4. To start the Social Engagement wizard, choose Configure Social Insights.

5. On the Set up Social Insights page, choose Search topic, and then choose Next.

6. In the Search topics list, select the list of terms to listen for, and then choose Next.

7. From the Visual name drop-down list, select the name of the chart or visual. Each one includes a brief description to help you find the one you want.

   Tip

   To add more than one chart or visual, choose Add visual, and then select another chart or visual from the list.

8. Choose Finish.