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The Microsoft Social Listening integration has been available in CRM Online since the Spring Wave, but now these features are available for On-Premises customers. This exciting feature will allow Microsoft Social Listening subscribers to embed Social Insights like Buzz Volume, Sentiment, etc directly into their CRM!

crm-2015

Configuration

In the CRM Online’s Spring Wave release, configuration started with a simple drop down since it could tell where the Social Listening instance was provisioned. However, since on-premises isn’t linked to Office 365, there are a few more steps.

  1. Navigate to Settings>>Administration>>Microsoft Social Listening Configuration

    Integrating Microsoft Social Listening with Dynamics CRM 2015 On-Premises

  2. You may get a disclaimer to click through

    Integrating Microsoft Social Listening with Dynamics CRM 2015 On-Premises

  3. Your CRM domain(s) will be listed on the Administration Page

    Integrating Microsoft Social Listening with Dynamics CRM 2015 On-Premises

  4. Copy the domain URL you wish to connect to Social Listening
  5. Log into the specific Social Listening site you wish to connect to CRM and navigate to Settings>>Allowed Domains
  6. Paste the copied CRM domain into the top box and the URL will appear in the “Allowed domains” box below

    Integrating Microsoft Social Listening with Dynamics CRM 2015 On-Premises

  7. Copy the Solution URL from this screen
  8. In CRM’s Social Listening Configuration page, paste the URL into the Connect this CRM instance box and press the Test URL button

    Integrating Microsoft Social Listening with Dynamics CRM 2015 On-Premises

    Note: If you aren’t already logged into Social Listening, you will get an error telling you to log in before you can test the URL

  9. Press the Save Settings button

Adding Social Insights to the Dashboard

Once configured, adding the component to the dashboard is as simple as pressing the new icon to launch the wizard to add Social Insights. The Wizard has three steps: and selecting the Topic or Category and choosing visuals.

  1. Select the topic

    Integrating Microsoft Social Listening with Dynamics CRM 2015 On-Premises

  2. Set topic or category

    Integrating Microsoft Social Listening with Dynamics CRM 2015 On-Premises

  3. Select Visuals

    Integrating Microsoft Social Listening with Dynamics CRM 2015 On-Premises

The actual controls are Iframe based, which allows for multiple controls on the same dashboard or form (each controlling different topics or charts).

Social Insights can be added to:

  • System Dashboards
  • User Dashboards
  • Entity Form

 

CRM 2015 has many great new features and enhancements. And we have all the details for you in our blog, with topics ranging from the “Top 10 List of New Features in CRM 2015” to “Enriched Business Process Flows.” Whatever your interest, PowerObjects has you covered.

Happy CRM’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.