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!
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.
Navigate to Settings>>Administration>>Microsoft Social Listening Configuration
You may get a disclaimer to click through
Your CRM domain(s) will be listed on the Administration Page
- Copy the domain URL you wish to connect to Social Listening
- Log into the specific Social Listening site you wish to connect to CRM and navigate to Settings>>Allowed Domains
Paste the copied CRM domain into the top box and the URL will appear in the “Allowed domains” box below
- Copy the Solution URL from this screen
In CRM’s Social Listening Configuration page, paste the URL into the Connect this CRM instance box and press the Test URL button
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
- 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.
Select the topic
Set topic or category
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.