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PowerSocial

PowerSocial

  • Date Created: February 17, 2015
  • Last Modified: June 27, 2015

Sorry, a post can only be sent to one profile when posting.

  • Date Created: February 17, 2015
  • Last Modified: June 27, 2015

When you create a new post, you choose which publisher (Twitter account) your message is coming from.

  • Date Created: February 2, 2015
  • Last Modified: March 24, 2015

A subscription to PowerSocial is $1/enabled CRM user/month. A user is defined as anyone enabled in your CRM system, including admin and read-only users.

  • Date Created: February 17, 2015
  • Last Modified: March 24, 2015

PowerSocial comes with a security role, so you get to decide who has the ability to post messages, who can see the messages that are posted within CRM, and who doesn’t have access to PowerSocial at all.

  • Date Created: February 17, 2015
  • Last Modified: June 27, 2015

Currently, PowerSocial supports Twitter.  Unfortunately, LinkedIn and Facebook are no longer allowing 3rd parties to integrate their platforms with Dynamics CRM.

  • Date Created: June 27, 2015
  • Last Modified: June 27, 2015

In the Setup tab of the PowerSocial solution, you can integrate a Bitly account to shorten any links you post through PowerSocial.

First you will need to select the ‘+ Bitly Token’ button at the top. This will prompt a new window where you can sign-in to your Bitly account and allow PowerSocial to access your account.

Once you select ‘Allow’ you will be brought back to the setup tab of the configuration screen, you will need to select the refresh token button and then your token will be populated.

  • Date Created: June 27, 2015
  • Last Modified: June 27, 2015

In order for CRM users that are not system administrators to be able to use PowerSocial, they will need to be assigned to one of the PowerSocial security roles that are automatically imported into the CRM.

PowerSocial Admin
PowerSocial Admin User role will allow the user to create Publishers, create Social Posts, and Monitor Social Feeds. The only CRM users that will be allowed to “Approve” social posts will be System Administrator(s) or a user that you have given the “Approve Posts” field security profile.

PowerSocial User
The PowerSocial User security role is meant to be assigned to any CRM user who you would like to have the rights to have read and write permissions for publishers and social posts.

System Administrators
System Administrators will automatically see PowerSocial in their navigation, be able to use PowerSocial, and approve posts without even having any PowerSocial security roles assigned.