Microsoft Social Engagement >Microsoft Social EngagementRegister

Microsoft Social Engagement

Module 1: Introduction

 

Introduction to Social Engagement

 

Product Versions and Updates

 

Module 2: Getting started with Social Engagement

 

Get around in the Analytics area

 

Get around in the Settings area

 

Sign in to Social Engagement

 

Get help with Social Engagement

 

Stay up to date with alerts

 

Optimize browser settings for Social Engagement

 

Module 3: Business Scenarios & Use Cases: Sales

 

Prerequisites

 

Social selling: grow your network and influence

 

Sales efficiency: create leads in Dynamics 365 from social posts

 

Sales automation: leverage intelligence to automatically find leads

 

Social trend scout: set up trend alerts to learn about significant changes

 

Social analytics: add widgets with social insights to entity forms in Dynamics 365

 

Module 4: Business Scenarios: Marketing

 

Manage your brand and reputation on social media

 

Prerequisites

 

Brand reputation

 

Campaign performance

 

Find leads for the sales team

 

Share your content on social media

 

Module 5: Business Scenarios: Service

 

Social customer care scenario overview

 

Manage social profiles to participate in conversations

 

Use intelligence to boost productivity

 

Create support cases in Dynamics 365 from social posts

 

Establish workflows and collaborate with other users

 

Module 6: Administer Microsoft Social Engagement

 

Administer Microsoft Social Engagement

 

Set up searches to listen to social media conversations

 

Analyze social data using widgets

 

Engage on social networks

 

Work with posts

 

Manage connections in Social Engagement

 

Stream data from Social Engagement to Microsoft Azure Event Hubs

 

Link posts from Social Engagement to Dynamics 365

 

Empower your salespeople with the Social Selling Assistant

 

Data retention in Social Engagement

 

Module 7: Set up searches to listen to social media conversations

 

Sources – Blogs, Custom sources, Disqus, Facebook, Forums, Instagram, LinkedIn, News, Reddit, Twitter, Videos

 

Create or delete a search topic

 

Add rules to a search topic

 

Acquire data from Facebook pages

 

Refine your search rules to find relevant content

 

Manage the quality of your search results

 

Create or delete custom sources

 

Group search topics into categories

 

Manage your post quota

 

Module 8: Analyze social data using widgets

 

Use filters to see relevant data

 

Get to know your filters

 

Perform visual filtering on widgets

 

Explore more options with your data set

 

Understand widgets on the Overview page

 

Gain insights from public conversations

 

Understand public perception by using sentiment analysis

 

See the locations where posts originated

 

Analyze the sources of posts

 

Define activity maps to view real-time data

 

Module 9: Engage on social networks

 

Manage social profiles

 

Manage access tokens

 

Check the health of your social profiles

 

Keep track of live data streams with Social Center

 

Publish and react to posts

 

Get the Social Engagement content pack for Power BI

 

Module 10: Work with posts

 

View posts and conversations in Social Engagement

 

Get details about specific authors

 

Work with tags

 

Manage author tags

 

Module 11: Manage connections in Social Engagement

 

Integrate Social Engagement with Dynamics 365

 

Stream data from Social Engagement to Azure Event Hubs

 

Link posts from Social Engagement to Dynamics 365

 

Connect Social Engagement to other domains

 

Module 12: Empower your salespeople with the Social Selling Assistant

 

Install Dynamics 365 - Social Selling Assistant

 

Configure Social Engagement for the Social Selling Assistant

 

Personalize the Social Selling Assistant

 

Work with the Social Selling Assistant

 

Module 13: Additional information

 

Data retention in Social Engagement

 

Accessibility for Social Engagement

 

Social Engagement Privacy Notices

 

Find leads Campaign performance

 

Share your content on social media

 

 

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