We just implemented Customer Insights and Sales Hub but social integration is not showing up where it should. I keep seeing "Only applies to outbound marketing" on MS documentation. What is outbound marketing? Where do I get it?

Lauren Fox 0 Reputation points
2024-05-20T21:12:08.48+00:00

We just implemented Customer Insights and Sales Hub but social integration is not showing up where it should. I keep seeing "Only applies to outbound marketing" on MS documentation. What is outbound marketing? Where do I get it?

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Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
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  1. Kiran P 1,100 Reputation points Microsoft Vendor
    2024-05-21T03:38:10.3333333+00:00

    Hi Lauren Fox,Thank you for reaching out to us on Microsoft Q&A forum.

    Outbound Marketing: Outbound marketing involves employing strategies to actively engage potential customers and promote products or services. This can be done through methods like outbound calling, email blasts, and targeted advertising campaigns, all managed within the Dynamics 365 platform to streamline marketing efforts and track their effectiveness.

    Outbound marketing functionalities are often supported by tools and features designed to manage and automate various aspects of the marketing process, such as customer segmentation, campaign management, lead tracking, and performance analytics. These tools help organizations execute and monitor their outbound marketing efforts more efficiently, allowing them to target the right audience with the right message at the right time.

    In Unit 2, within the "Versions" topic, there is a documentation link provided. Clicking on this link will lead to further information about outbound marketing, as illustrated in the screenshot provided below.

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    Regarding the social integration topics covered in Unit 4, specifically under "Social Media Accounts," a hyperlink is provided. Navigating to this link will provide guidance on configuring and authenticating social media accounts within the context of outbound marketing. Please find the reference screenshot.

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    If you are still facing any issue, please let us know in the comments. We are glad to help you.

    If the information is helpful, please Accept Answer so that it would be helpful to community members.

    Thank you.


  2. Kiran P 1,100 Reputation points Microsoft Vendor
    2024-05-22T03:43:35.5366667+00:00

    Hi Lauren Fox,

    Could you kindly access the specified version as depicted in the screenshot.

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    Once accessed, navigate to the settings section. From there, proceed to "customer engagement," and under this category, locate the section titled "social media accounts," as illustrated in the provided screenshot.

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    If you are still facing any issue, please let us know in the comments. We are glad to help you.

    If the information is helpful, please Accept Answer so that it would be helpful to community members.

    Thank you.


  3. Megan V. Walker 0 Reputation points MVP
    2024-05-22T15:25:10.6033333+00:00

    Hi @Lauren Fox

    If you've installed Customer Insights - Journeys after September last year, you won't see any trace at all of the Social media functionality. It only exists for clients that installed prior to Microsoft changing it from D365 Marketing to Customer Insights - Journeys. It is unlikely to be added in to the Realtime area.

    The term Outbound is what the standard marketing functionality (emails, journeys, segments etc) was renamed to when Microsoft added their newer Realtime features. The app for many customers still contains both but eventually everything available will be the same for everyone and will be Realtime functionality only. I hope that helps!

    If you are wanting to know more about the app, or follow others who write about the marketing functionality, these links might be of interest:

    https://d365-marketing-weekly.com/

    https://meganvwalker.com/category/dynamics-marketing/