Third Party Solutions to combine Microsoft CRM and Social Media

Some of the  Third party tools we explored.

1.       Social Integration for Microsoft CRM 2011 with Parrot

Ref Link: http://garethtuckercrm.com/2012/04/27/social-integration-for-microsoft-crm-2011-with-parrot/

Features:

Feature #1 is this consolidated view of your social networks inside your CRM system.  

Feature #2 is the ability to post to all of your social networks at the same time, from Microsoft CRM.   The post composer sits above the Timeline.  You can easily toggle which of your social networks you want your message to post to and you can see the number of characters remaining (constrained to the lowest limit of the networks selected):

Feature #3 is the ability to search LinkedIn, Facebook and Twitter’s feeds for keywords.  Search results appear in Tabs and you can have several on the go and can pin them for on-going reference:

Feature #4 with a click of a button you can create a new Lead, Case, Contact or Account in CRM based on a social media post.  

Licensing Cost:

Account Level             # of Users          Annual Price

Parakeet (Basic):         1-2 Users        Free

Cockatoo (Standard):   3-10Users    $599

King (Professional):    11-50 Users    $2599

Macaw (Enterprise):    51+ Users     $4599

2.       Vibe Social Networking for Microsoft Dynamics CRM by Sonama

 Ref Link: http://pinpoint.microsoft.com/en-us/applications/vibe-social-networking-for-microsoft-dynamics-crm-4295028209

Features:

Sonoma Partners created Vibe — an application driven by Microsoft Dynamics CRM data that enables users to see instant updates of the information they want to see, then comment and collaborate on it. Sales teams stay in the loop on key efforts from the marketing and customer service teams without having to click through multiple locations in Microsoft Dynamics CRM.

start with a collection of data feeds, specific to a user, team or other group. Users select the feeds they want to see, so they get the information most relevant to them. Posts to each feed are made automatically based on Microsoft Dynamics CRM data or manually as contributions from other users. The end result: An environment for communities and collaboration in your organization that helps drive user adoption of your Microsoft Dynamics CRM system

 New feed:

Users select the feeds to which they want to subscribe so they see the information most relevant to them. They also can opt to receive real-time notification of updates in Vibe, a daily or weekly e-mail report of their feeds, or access their updates from Vibe’s mobile client.

User and Group Feeds:

Updates are comments related to a feed, specific to a Microsoft Dynamics CRM user, business group or team. All feeds and entries are stored in Microsoft Dynamics CRM.

Automated Content:

In addition to status updates and comments posted by users, you can configure automated updates with Microsoft Dynamics CRM’s workflow engine for milestones such as launching a marketing campaign, winning an opportunity, or resolving a case.

Licensing Cost:

Mentioned as Free

33.       Social Media Connector for CRM 2011 by iotap

  Ref Link: https://www.iotap.com/productdetails/tabid/788/ProductID/27/Default.aspx

Features:

OTAP’s Social Media Connector for Microsoft Dynamics CRM provides integration with popular social media community like LinkedIn and Facebook. Allowing your internal sales and marketing teams to collaborate against these communities ‘databases help your organization to develop an online presence and also be in touch with your customers/prospects.

 Search for Companies within Linked In or Facebook 
• Search for People within Linked In or Facebook 
• Add Companies
 • Add People 
• Link companies 
• Link People 
• Send Invites for events or webinars 
• Send newsletters

Licensing Cost:

Price:

$349.00

Test Links : no Trail version

4.       MS CRM 2011 Twitter Integration by CodePlex

  Ref Link: http://twittinmscrm.codeplex.com/

Features:

MS CRM 2011 Twitter Integration : Display recent 10 twits related to customer in MS CRM 2011.

Pragmasys has built a HTML web resource which can be added to the account form in MS CRM. 

 

Only for Account  only

Licensing Cost:  Code plex solution for free

Test Links : Not tested

 

5.       LinkedIn for Microsoft Dynamics CRM by LinkedIn

 

 Ref Link: http://pinpoint.microsoft.com/en-us/applications/vibe-social-networking-for-microsoft-dynamics-crm-4295028209

Features:

•       View a lead or contact and automatically see his or her LinkedIn profile and company profile on the same page.
•   You can also search for your lead or contact, and once you've connected the lead or contact to a LinkedIn profile, the profile will be visible for all users in your environment.
•        You can search for your lead or contact's company, and once you've connected the company to a LinkedIn company profile, the profile will be visible for all users in your environment.
•       View an account or opportunity and automatically see the LinkedIn company profile on the same page.
•        View an activity stream for each of your accounts and opportunities.
•       Narrow down the activity stream to only show activity from contacts in your accounts.

Licensing Cost:

you will need to sign your team up for LinkedIn Sales Navigator or higher plan.

	Features	Sales Basic From INR 800 a month Continue		Recommended for You Sales Plus From INR 1,900 a month Continue		Sales Executive From INR 3,500 a month Continue
	Integrate LinkedIn with Microsoft Dynamics CRM**			Yes		Yes
Sales Basic From INR 800 a month Continue			Recommended for You Sales Plus From INR 1,900 a month Continue		Contact Us Sales Executive From INR 3,500 a month Continue
Integrate LinkedIn with Microsoft Dynamics CRM**					Yes		Yes

how to combine Microsoft CRM and Social Media

how to combine Microsoft CRM and Social Media

Posted on 16/07/2010 by FrankvanDelden

Customer satisfaction is an integral part of company growth and success. Customer relationship management (CRM) systems offer businesses a way to keep current customers satisfied, as well as a way of finding new customers. Social Media can play a huge role in both these endeavors.

Many companies incorporate Microsoft CRM in order to manage and organize all the contact it has with both existing and prospective customers.

By combining social technology and Microsoft CRM a powerful tool arises..T he benefits of combining Microsoft CRM and Social Media are countless. Companies can use social media for providing better customer service to their already large customer base. By storing this information in Microsoft CRM, service and product quality can be improved.

Marketeer can use social media to reach more people and spread the word of their products and services. In the end, the main goals of both CRM and Social Media are providing better customer service and attracting new customer.

If you want to combine social media and Microsoft CRM, there are 2 principles:

1.      Interface. Data from social media will not be stored in the Microsoft CRM database. Microsoft CRM will only show the social media information.

2.     Integration. Using the Social Media platform API, data from the Social Media will be extracted and stored in Microsoft CRM.

Table below states some possibilities of bot principles. 

	Interface	Integration
Data in CRM Database	No	Yes
Reporting on Social Media data	No	Yes
Workflows social media (status) updates	No	Yes
Complexity	Simple	Complex
Contact can update (own) contact information	No	Yes
3rd degree relations available	No	Yes

 Of course a hybrid solution is also a possibility.

How to integrate Facebook, LinkedIn, twitter with MSCRM 2011

How to integrate Facebook, LinkedIn, twitter with MSCRM 2011:

Ref Link:

Discussion on Social integration in MCRM

http://social.microsoft.com/Forums/en-US/crm/thread/7d896f6e-31b4-435f-9737-dc746c0cb5e5

Third party solution for Social mscrm: Parrot

http://garethtuckercrm.com/2012/04/27/social-integration-for-microsoft-crm-2011-with-parrot/

Third party solution for Social mscrm :Sonama _Linked in

http://blog.sonomapartners.com/2011/06/integrate-microsoft-crm-with-linkedin.html

Videos Giving some Info regarding Social MSCRM

http://www.youtube.com/watch?v=uJ0_FsZLXrg

http://www.youtube.com/watch?v=7Aj4MAJEAII

Third party solution for Social mscrm: Pinpoint cost $349.00  

http://pinpoint.microsoft.com/en-in/applications/social-media-connector-for-microsoft-dynamics-crm-2011-12884945439

https://www.iotap.com/productdetails/tabid/788/ProductID/27/Default.aspx

Yammer integration in MSCRM 2011

Intro about Yammer in MSCRM 2011:

RefLink: http://crmbusiness.wordpress.com/2012/10/08/what-is-yammer-and-how-should-you-use-it/

Highlights:

What  is  Yammer  and  how  should  you  use  it

The quick answer is Yammer is social networking for your company, a bit like a Facebook and twitter for a company.   Only company domain users can access the company Yammer site.

Yammer is designed for private communication for members of an organisation/company

The purpose of Yammer is to enable and improve efficiency regarding company communication, collaboration, file sharing, knowledge sharing and team efficiency.

Yammer in MSCRM 2011:

RefLink: http://blog.sonomapartners.com/2013/03/previewing-yammer-for-dynamics-mscrm-2011-online.html

Highlights:

A handful of features trickled out for CRM Online after the December Update or Polaris release.  Both the iPad Sales Experience and now an integration with Yammer were released in what we’re calling “Polaris Plus”.  These two new features, along with the  Polaris release, are available for CRM Online only.  These components should be available for On Premise deployments when Orion is released later in 2013.

First off, you must have a Yammer Enterprise account to be able to enable the Yammer integration with CRM.  I can see this requirement going away in the future, but for now, the Enterprise account needs to be obtained first which comes with a $3 per user per month price tag.

Another important thing to note is that if you enable the Yammer integration, then Activity Feeds for user posts go away.  Activity Feeds are still used for system posts, but for user posts, Yammer will replace the Activity Feeds that used to display.  Also, once you enable Yammer, you cannot disable it and go back to using Activity Feeds for user posts.  Therefore, be absolutely sure you want to update your organization to integrate with Yammer before you do so.

One limitation is that there currently is no migration plan to move the old Activity Feed User Posts to Yammer User Posts.  User posts in Activity Feeds will still be in the CRM database, but will not display in the CRM UI.

When individual users hit a Yammer page for the first time in CRM, they’ll be prompted to log in.  The Yammer email address used to log in must match their CRM User’s email address

 Some of the features that you can perform with Yammer within CRM are:

·         Like and reply to messages

·         See where the message was created from

·         Click on the thread to view within Yammer.com

·         Preview docs, download docs, and even add comments to certain documents (such as Word) that other users will see when they preview the document.

·         Follow / Unfollow specific records (e.g., Opportunities) from CRM – This will automatically follow and unfollow the record in Yammer

·         Post to specific Yammer Groups or Users

·         Mention Users in posts using @

MS Dynamics CRM 2011 Activity Feeds and Yammer: http://gotcrm.blogspot.in/2012/06/ms-dynamics-crm-2011-activity-feeds-and.html

Highlights:

Activity  feed  vs   Yammer

Feature	CRM 2011 Activity Feed	Yammer
Social Networking	Users are CRM 2011 users. Can mention a user to get them into a conversation. Can create a conversation thread. Personalization is available using picture upload feature.	Yammer provides User profiles, and a searchable member directory. The Org Chart gives you a peek at the company structure. Gamification is in play, with recognition badges for employees and leaderboard stats for thing like replies and liked messages. Users can create Polls, organize Events and ask question over the network. For conversations that are confidential, Private Messages enable a private dialog with one of more coworkers.
Team Collaboration	There is no concept of teams or groups for the Activity Feed itself. Access to records in the feed is controlled by CRM security. Activity feeds are at the organization level.	Groups can be leveraged to collaborate on files in the context of projects, get feedback and track versions. The concept of Pages is used to display team goals, compile notes, and draft documents together online. Broadcast announcements to your group, see popular files or Pages and enable sharing between related groups.
Content Collaboration	Cannot share files or attach files in a conversation. CRM records can be mentioned. No search available as of UR9.	Files, Versioning and Pages help teams work together seamlessly. In addition, one of the great features is a full text search, which provides categorized results immediately as search terms are entered. Files can be emailed directly from the team workspace.
Mobile Access	Access to Activity Feeds through CRM Mobile app	Yammer has native apps for the following: iPhone and iPad Windows Phone Andriod phone and tablet Blackberry In addition, there is a windows desktop application available.
External Integration	Possible using SDK - need to write code to use the CRM webservice.	Yammer is tightly intergrated with multiple productivity applications. Dynamics CRM is one of them, with updates on accounts, opportunities, campaigns, leads, and more funneled to the Ticker. These records are then surfaced in Universal Search results. There is a whole bunch of them listed here, from Sharepoint to TripIt.

 Availability of Yammer For IFD :

Ref Link:  http://social.msdn.microsoft.com/Forums/en-US/crmdevelopment/thread/1c8adca2-044d-4223-bec4-0ca055b40d68

Highlights:  Yammer is Online only at the moment

Configuration of Yammer in Online :

Ref Link:  http://www.powerobjects.com/blog/2013/03/08/configure-microsoft-dynamics-crm-online-with-yammer

http://rc.crm.dynamics.com/rc/2011/en-us/online/5.1_osdp/help/source_sf_yammer_install.htm

Highlights:  step by step Installation

How to get latest version of Activity fedd solution for On premise OR IFD

Activity feeds are giving error in Firefox "While your organization is being updated, you can only view Activity Feeds in Internet Explorer. After the latest Activity Feeds solution is installed, it will work in all supported browsers."



Solution  for on premise or IFD:
1.check the version of installed Activity feed
2.if it is 1.0.1.20302( available solution in MS Site) then  update to latest version "ActivityFeeds.cab
1.0.3.21214"
3. To get the latest version for on premise or IFD by following the below steps.

•   Download and run the UR12 Server update from the Microsoft download site on the CRM server, you only need to get as far as the extraction complete / welcome screen not all the way through.
•   Use windows explorer to look through your hidden temp files for *activityfeed* and it will come up with a couple of CAB files ('ActivityFeeds_1.0.1.CAB' and 'ActivityFeeds.CAB')
•   Import the 'ActivityFeeds.cab' as a solution and it should tell you that this will update the one that is already there. The version number of this new one should be indicated as 1.0.3.21214
•   Make sure that you overwrite existing customisations (best to test this in a dev environment before doing this on any form of live solution as you can overwrite changes you have made elsewhere with this!)

OR
4.
just run the downloaded UR packache with /extract:<path>, for example I created C:\Temp\CRM and called the package like this:

CRM2011-Server-KB2791312-ENU-amd64.exe /extract:C:\temp\crm
then I found the file needed in as c:\Temp\CRM\Actions_Org\Install\Solutions\ActivityFeeds.cab