Establish a connection between Social Engagement and Dynamics 365
To connect Dynamics 365 (online) and Social Engagement, both services must be part of the same organization's Office 365 subscription. If you have licenses assigned to both Dynamics 365 (online) and Social Engagement, you'll find both products in the Office 365 app launcher. More information: Meet the Office 365 app launcher
Connect Social Engagement and Dynamics 365
In Social Engagement, go to Settings > Connections > Microsoft Dynamics 365.
Click Add connection
.
Select the Connection type from the drop-down list.
-
Provide the connection information for your Dynamics 365 (online) instance.
- Dynamics 365 (online)
Select Dynamics 365 (online) and then click Check Instances to automatically discover all available Dynamics 365 (online) instances in your Office 365 tenant.
Select the Dynamics 365 (online) instance you want to connect to from the list of discovered Dynamics 365 (online) instances for the selected location. For more information about the discovery process, see Discover the URL for your organization using the Web API.
Based on the selected Dynamics 365 (online) instance, the value in the Name field changes. You can update the Dynamics 365 (online) name if required.
For Dynamics 365 (on-premises)
- Select Dynamics 365 (On-Premises) and add the details of your Dynamics 365 instance and enter a unique name for the connection.
Click Next
.
If the connection was successful, the Dynamics 365 Instance pane opens and shows you the details about the connected instance.
You can set the Set as default control to ON to have this instance selected by default when creating new links to Dynamics 365 records from social posts.
If you changed a value in the Dynamics 365 Instance pane, click Save
to apply your changes.
The connected Dynamics 365 (online) instance is now listed in the main pane when you go to Settings > Connections > Microsoft Dymanics Dynamics 365.
Next steps
Now that you've connected Dynamics 365 and Social Engagement, you can define entity details in Social Engagement to specify information for the Social Activity entity that is created when you link a post to Dynamics 365.
When you are satisfied with the configuration of the entities, configure the Record Creation Rules in Dynamics 365 to automatically create Dynamics 365 records from Social Activity entities.