Tag Archives: Microsoft Social Engagement
Creating Case in Dynamics 365 from Microsoft Social Engagement Posts
Introduction: This blog explains how to Create Case in Dynamics 365 from Microsoft Social Engagement Posts. Steps to be followed: Steps in Dynamics 365: Go to Settings –> Service Management –> Automatic Record Creation and Update Rule. Click on +NEW. Enter Name and Set the Source Type to Social Activity. Save the record Under Channel Properties … Continue reading Creating Case in Dynamics 365 from Microsoft Social Engagement Posts
Set up Dynamics 365 connection in Microsoft Social Engagement
Introduction: This blog explains how to Set up Dynamics 365 connection in Microsoft Social Engagement. Steps to be followed: Go to settings Under connections tab go to Microsoft Dynamics 365. Click in + to create connection and then click on Accept. Select the connection type. You can click on CHECK INSTANCES it will load the … Continue reading Set up Dynamics 365 connection in Microsoft Social Engagement
How to Configure Alert Configuration in Microsoft Social Engagement
Introduction: This blog explains how to Configure Alert Configuration in Microsoft Social Engagement. Steps to be followed: Go to Message Center Click on + to create alert configuration. Enter the following details: Name: Give name to your alert. Alert Type: select the type of alert you want. Post alert/Trend alert Email recipients: Enter the email … Continue reading How to Configure Alert Configuration in Microsoft Social Engagement
