Set up your own searches for Social Engagement
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016
To help you get up and running quickly with Microsoft Social Engagement, a system administrator sets up lists of common search terms (also referred to as “search topics”) for your organization in advance. Everyone shares and can select from the same pre-set lists of search terms to listen for on social networks like Facebook and Twitter.
However, if you want Microsoft Social Engagement to monitor different search terms, you can use a wizard to set up your own searches.
Set up your own search on a social Engagement dashboard
You’ll use a wizard to set up your own search terms to monitor on social networks, and to select the charts or visuals you want to include on a dashboard.
Go to Sales > Dashboards.
Choose New.
Choose the layout to use for the dashboard, and then choose Create.
Tip
The 2-column regular dashboard layout is a good place to start because it gives you a simple design for up to four different charts.
Type a name for the dashboard.
To start the wizard, choose the Social Engagement button (
.jpeg "Social Engagement button")
) on the dashboard.On the Set up Social Insights page, choose Search topic > Create a new search topic. Complete the fields on the screens.
To group this search by the type of record (for example, accounts, competitors, or contacts), in the Select a category for this search topic drop-down list, select the record type.
In the Keywords to search for field, enter the terms to search for, separated by commas. Social Engagement finds exact matches, but the terms aren’t case-sensitive. For best results, include variations on the terms (for example, “phone” and “phones”).
In the Keywords that must be INCLUDED in results field, enter additional terms that are required in results. These additional terms will narrow your search (think “AND”).
In the Keywords that must be EXCLUDED from results field, enter terms you don’t want in results. Use exclusions to avoid overwhelming your results with irrelevant keywords (think “NOT”).
Choose Next.
From the Visual name drop-down list, select the name of the chart or visual. Each one includes a brief description to help you find the one you want.
Tip
To add more than one chart or visual, choose Add visual, and then select another chart or visual from the list.
Choose Finish.
Choose Save, and then choose Close.
Set up your own search for an account or other type of record
If you want to monitor emerging trends on social media for an account, you can use a wizard to set that up.
You can also add Social Engagement charts or visuals to contacts, competitors, or other types of records.
Go to Sales > Accounts.
You’ll see a list of accounts. You may need to scroll to see the whole list.
Choose the account you want.
To start the wizard, choose Configure Social Insights.
On the Set up Social Insights page, choose Search topic, and then choose Create a new search topic. Complete the fields on the screens.
To group this search by the type of record (for example, accounts, competitors, or contacts), in the Select a category for this search topic drop-down list, select the record type.
In the Keywords to search for field, enter the terms to search for, separated by commas. Social Engagement finds exact matches, but the terms aren’t case-sensitive. For best results, include variations on the terms (for example, “phone” and “phones”).
In the Keywords that must be INCLUDED in results field, enter additional terms that are required in results. These additional terms will narrow your search (think “AND”).
In the Keywords that must be EXCLUDED from results field, enter terms you don’t want in results. Use exclusions to avoid overwhelming your results with irrelevant keywords (think “NOT”).
Choose Next.
From the Visual name drop-down list, select the name of the chart or visual. Each one includes a brief description to help you find the one you want.
Tip
To add more than one chart or visual, choose Add visual, and then select another chart or visual from the list.
Choose Finish.