Enabling Social Listening for Dynamics Marketing

Enable the connection

  1. Purchase Microsoft Social Listening licenses and assign them to users as needed using your Microsoft Office 365 portal.
  2. Sign in to Microsoft Dynamics Marketing and go to Settings > Administration > Social Listening Options.
  3. Mark the Enable Social Listening check box to turn on the feature.
  4. Enter the URL for your Social Listening instance in the Social Listening Server URL field. You’ll receive the link required here in an email when you sign up for Microsoft Social Listening.
  5. Configure the roles and privileges for the relevant users of Microsoft Dynamics Marketing to grant them access to Social Listening features. (Grant the View All Social Listening privilege.) For more information, see Work with user accounts and staff contacts.
  6. Fold down the Additional Admin Options section and choose the Social Listening User Management link to go to the user-management page for Social Listening. From there, configure roles for the same users in Social Listening.
  7. Choose the Social Listening Terms link to view the license/subscription agreement for Microsoft Social Listening and read it carefully. If you agree to its terms, then return here and mark the I agreeā€¦ check box.
  8. Choose Submit to save your settings.

Test your Social Listening connection

To check whether your Social Listening connection is working, try one or both of the following:

  • As described in the previous procedure, go to the Social Listening Options page, fold down the Additional Admin Options section and choose the Social Listening User Management link under Configure User Roles. If the link works, then you have entered the correct URL for your Social Listening instance.
  • Go to the Home page and try to add a Social Listening widget. You may be asked to sign into Social Listening. If you are able to sign in and the widget works, then your connection is fully operational.

Release Social Listening licenses

If you need to free up some Social Listening licenses, you might consider removing Social Listening access from some of your Microsoft Dynamics Marketing users. To do so, you must remove access privileges from the affected users in both Microsoft Dynamics Marketing and Social Listening and, finally, remove the licenses in your Microsoft Office 365 portal. You can now reassign the licenses.