Intertec Socivio 365
by Intertec Systems LLC
Social media management with AI content, approvals, and automatic Case/Lead creation
Intertec Socivio 365 turns social media into a governed, CRM-connected engagement channel — built natively inside Microsoft Dynamics 365. Create posts with AI, route them for marketing approval, publish automatically to Instagram, Facebook, and YouTube, and turn every customer comment into a Case or a Lead — all without leaving Dynamics 365 and without a separate marketing platform.
Why Intertec Socivio 365
Most social media tools sit outside your CRM, so engagement never becomes action. Intertec Socivio 365 closes that gap: every post, every approval, and every customer comment lives as a Dataverse record, connected to the same Sales and Customer Service data your teams already work in.
Key capabilities
- AI-assisted post creation – generate on-brand post images directly from a text prompt, with no external design tool required.
- Built-in approval workflow – a guided Draft → Pending Approval → Approved → Published process keeps every post on-brand before it goes live.
- Automatic multi-platform publishing – approved posts publish automatically to Instagram, Facebook, and YouTube, with LinkedIn and X (Twitter) on the roadmap.
- Inbound comment capture – every comment on a published post is pulled back into Dynamics 365 automatically, with no manual monitoring.
- AI-driven sentiment analysis – each comment is automatically classified as Positive, Negative, or Neutral.
- Sentiment-driven automation – negative comments automatically create a Case for your service team; positive comments automatically create a Lead for your sales team; neutral comments are logged for reporting only.
- Executive dashboards – embedded Power BI dashboards give marketing and leadership real-time visibility into post performance, comment sentiment, and the Cases and Leads generated from social engagement.
Who it's for
Marketing teams who want governed, AI-accelerated content production; service teams who need to catch and resolve complaints the moment they're posted; and sales teams who want social engagement to become a measurable source of pipeline.
Why it matters
Intertec Socivio 365 eliminates manual publishing, manual comment monitoring, and manual comment triage. Content moves faster because AI accelerates creation. Brand risk goes down because nothing reaches customers without approval. Customer issues get resolved faster because complaints become Cases automatically. And sales pipeline grows because buying signals become Leads automatically — not missed comments.
Built by Intertec Systems
Intertec Systems is a Microsoft partner delivering Power Platform and Dynamics 365 implementations across the GCC region. Intertec Socivio 365 is built entirely on Dataverse, Power Automate, and AI Builder — so it inherits the security, governance, and reporting your organization already trusts in Dynamics 365.