Connect Dynamics 365 and Social Engagement_Prerequisites

Set up the connection between Dynamics 365 and Social Engagement so you can link social posts to Dynamics 365. Linking posts to Dynamics 365 lets you create Dynamics 365 records from social posts that were found in Social Engagement by using the Automatic Record Creation and Update Rules feature in Dynamics 365.

Prerequisites to establish a connection with Dynamics 365

The following prerequisites apply to both Dynamics 365 (online) and Dynamics 365 (on-premises). Prerequisites specific to Dynamics 365 (online) or Microsoft Dynamics 365 are listed later in this topic.

• You have a license assigned for both Dynamics 365 and Microsoft Social Engagement.

• You have a System Administrator security role in Dynamics 365. Contact your system administrator if you need an upgrade to your licensed products or an update to your permissions.

• You have an Administrator user role in Social Engagement. To find out your user role in Social Engagement, go to Settings > Personal Settings > Your Preferences.

• Your browser is likely to block any pop-up windows opened by Social Engagement when authenticating to Dynamics 365, Twitter, or Facebook. Learn more about the recommended browser settings to manage authentication pop-up windows.

Additional prerequisites to connect with Dynamics 365 (online)

• Your Dynamics 365 (online) instance is upgraded to Dynamics CRM Online 2015 Update 1 or a later release.

• Your Dynamics 365 instance is ready to receive social data. More information: TechNet: Control social data

Additional prerequisites to connect with Dynamics 365 (on-premises) (IFD-enabled)

• You have upgraded to at least Microsoft Dynamics 365 (on-premises) and the deployment is IFD-enabled.

• Your Dynamics 365 (on-premises) instance is an Internet-facing deployment (IFD) with a public IP address.
  More information: TechNet: Configure IFD for Microsoft Dynamics CRM

• Enable OAuth support by following the post-installation and configuration guidelines for Microsoft Dynamics CRM.

• Register your Social Engagement solution so that it can connect to and authenticate with the Dynamics 365 server, and access the web services. Each solution that you want to connect with Dynamics 365 (on-premises) (IFD-enabled) should be registered as a RedirectUri. Use the following command to register with the desktop client:

  Add-AdfsClient -Name MSE -ClientId e8ab36af-d4be-4833-a38b-4d6cf1cfd525 -RedirectUri @("https://listening-prod.dynamics.com/api/connect/version/1.0/solutions/<solution id>/crm/oauthRedirect ", "https://listening-prod.dynamics.com/api/connect/version/1.0/solutions/<solutionid>/crm/oauthRedirect") -Description "OAuth 2.0 client for MSE".

  More information: TechNet: Walkthrough: Register a CRM app with Active Directory