Microsoft Dynamics CRM 2015 – Social Listening Coming to On-Premises CRM 2015 Installs

Greg Olsen, 23 September 2014

Currently Social Listening is available for Dynamics CRM Online instances only, but with the launch of Dynamics CRM 2015 with the ‘Fall Release’, you will be able to hook up your online Social Listening instance as an integration option with all Dynamics CRM 2015 On-Premises installations/instances.

Where to start

To find the new Social Listening configuration option, then Navigate to Settings > Administration

This configuration will allow you to embed Social Insights (as mentioned in the config option) from Social Listening into Dynamics CRM 2015.  Social Insights can be added to Dashboards, User Dashboards and Forms.

Privacy Disclaimer

Once you have clicked the configuration option, you will be presented with the following disclaimer to accept.

Configuration Process

Next step of the process is to connect your Dynamics CRM instance to Microsoft Social Listening instance. The admin screen below will show you your Dynamics CRM instance URL.

Follow steps in point 1. Configure Social Listening of this screen.

Once you have logged into Microsoft Social Listening instance and obtained the Social Listening Solution URL, then paste this into 2. Connect this CRM instance text box and click on Test URL.

Once tested, click Save Settings button to complete the configuration.