In order to use Microsoft Social Engagement in Microsoft Dynamics NAV on your customers, vendors, and/or items, some initial setup is needed in Microsoft Social Engagement. In Microsoft Social Engagement you set up the subscription, configure the server, and specify the users who need permissions to add search terms. For more information, see Get started with Social Listening.

Afterwards, in Microsoft Dynamics NAV you must also specify setup information by using the Social Engagment Setup Window window. In this window you accept license terms, enter the URL for the Microsoft Social Engagement server from where to collect data, and decide which objects to enable social listening for. For more information, see Social Engagment Setup Window.

When you have set up the necessary information, you must enter search topics per record. For more information, see How to: Add Social Engagement Search Topics.

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