Realdolmen Education

Details

Social Engagement in Microsoft Dynamics CRM

This course is currently not scheduled on the open calendar, but can be organized on request.

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Duration

1 day(s)

Audience

Application consultants and people of the marketing, sales and pre-sales department who want to know the possibilities of this tool

Prerequisites

Some basic experience using Windows applications and Completion of the course "Introduction to Microsoft Dynamics Online and On Premise"

Objectives

Explore a number of possible business scenarios that could leverage Social Engagement within Microsoft Dynamics CRM 2015.

Methods

Class training with individual guidance and the possibility to ask questions. The student can immediately put the possibilities of the program into practice by means of exercises. Each student disposes of a workstation.

Description

​This course will guide you through the user experience of Microsoft Social Engagement. You will understand the navigation, uses and analytics as well as how to build search topics to gather the data that you need. In this course you will learn different strategies for engaging with your customers via many social channels. Additionally, this course will guide you through implementing Social Engagement with other Microsoft offerings, such as Dynamics CRM and Microsoft Dynamics Marketing.

Contents

  • Introduction of social engagement
    • What is Social Engagement?
      • Integration with Microsoft Dynamics CRM
      • Integration with Microsoft Dynamics Marketing
    • Sources and Capabilities
    • Social center and profiles
    • Geography and languages
  • Architecture and configuration
    • Navigation
    • Search setup
    • Analytics
    • Social center
    • Settings and help
    • Acquiring data
    • Post Estimations and Blocked Content
    • User Roles & Licenses
    • Connection Social to Other Domains
    • Customize User Interface
  • Strategy for Using Social Engagement
    • Listen before you speak
    • Social business opportunities
    • Manage brand reputation
    • Listen to competitors
    • Lead generation
    • Social: other opportunities
    • Connect with Customers
    • Social Profile Set-up
    • Analyze in Microsoft Dynamics Marketing
  • Building Search Queries
    • Best Practices for Your First Search
    • Anatomy of a Search
    • Types of Queries
    • Once You’ve Made Your Searches
    • Inclusions and Exclusions
  • Explore Analytics
    • Using Alerts
    • Trends
    • Analyzing and Processing Sentiment
    • Exporting
    • Working with Posts