With the latest release of Microsoft Social Engagement we can now connect Dynamics CRM up to it and create social activities inside of Dynamics CRM automatically.
I was going to blog on this great new feature but fellow blogger Jesper Osgaard has already compiled a fantastic detailed step by step guide to how to do this, so please refer to the link below for the in-depth details!
For more details and some great Microsoft Resources see links below:
- Set up the connection between Dynamics CRM and Social Engagement – link
- Create a new CRM record from a social post – link
- Set up rules to automatically create or update records in CRM – link
Filed under: Microsoft CRM - Functionality | Tagged: CRM 2015 U1, CRM online, Microsoft Social Engagement, Microsoft Social Listening | Leave a comment »