Control social data

 

Applies To: Dynamics CRM 2015

You can enable or disable your ability to receive social data in Microsoft Dynamics CRM.

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

System_CAPS_noteNote

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. Go to Settings > Administration.

  2. Choose System Settings.

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

  4. Choose OK.

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