Microsoft Social Engagement and Dynamics CRM Integration Update

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!

Social CRM at its best – Leads or Cases in Dynamics CRM from Social Posts in Microsoft Social Engagement

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