Control social data

 

Applies To: Dynamics CRM 2013

You can enable or disable your ability to receive social data in Microsoft Dynamics CRM. This capability is introduced in Microsoft Dynamics CRM 2013 Service Pack 1 (SP1) and Microsoft Dynamics CRM Online Spring ‘14.

Read about how to bring social data to Microsoft Dynamics CRM: Receive social data in Microsoft Dynamics CRM

Enable or disable social engagement

By default, social engagement is enabled and social data is received.

Note

If you disable social engagement, you can no longer create or update social data in CRM. If you try to convert a social activity to a case while social engagement is disabled, you’ll get an error message. The error occurs because the Convert To Case action tries to update the social activity Regarding field. The same error occurs if you try to assign a social activity record or a social profile record to another user.

1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions. 

   Check your security role

   • Follow the steps in View your user profile.

   • Don’t have the correct permissions? Contact your system administrator.

2. Follow the steps for the app you’re using.

   If using the CRM web application

   1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.

      Settings appears on the nav bar.

   2. Click or tap Settings > Administration > System Settings.

   If using CRM for Outlook

   1. In the Navigation Pane, expand your organization if necessary, and then click or tap Settings > System > Administration > System Settings.

3. Under Disable Social Engagement, select Yes to stop receiving social data in CRM. To receive data, select No.

4. Click or tap OK.

See Also

Administration Guide for Microsoft Dynamics CRM 2013
Connect to Microsoft Social Listening
Receive social data in Microsoft Dynamics CRM

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