Microsoft recently released Activity Feeds in its November update of Dynamics CRM Online 2011. These would however automatically be available to only those CRM organizations that one would subscribe to from this point on. For all existing organizations you need to download it from the pinpoint site http://dynamics.pinpoint.microsoft.com/en-IN/applications/microsoft-dynamics-crm-activity-feeds-12884926310
We installed this solution on CRM Online organization but I believe this can also be imported to an On-Premise organization.
We installed this solution on CRM Online organization but I believe this can also be imported to an On-Premise organization.
It is quick to install and you can get it up and running in a matter of few minutes.
After you import the solution, you would find the following changes to your sitemap
A new option “What’s New” added to the Workplace.
Configuration options in Settings --> System
Lets first configure the entities to start receiving feeds from them.
You need to create a new Post configuration record through the Activity Feeds Configuration option. You need to create one record each for each entity that you want to setup for Activity Feeds.
In the entity name you need to enter the CRM entity logical name. So instead of Case, you would enter incident.
After you click on Save, you will find the Rules auto-created for this entity. I understand that these rules are predefined and there is no option to create a new rule. Also these rules are only available for certain entities. When I create a record for account entity, no rules were created for them.
For this configuration to take effect, you need to click on the All Customizations ribbon button. This will publish the entity customization for the set entity.
In our case, when we click on the All Customizations, it will modify the Case entity form to add the Record Wall.
If you have multiple forms designed for an entity, the publish fails.
You need to then manually add the tab for Record Wall. Instructions for these are provided here http://help.crm.dynamics.com/help/5.0.9688.1531/1033/LIVE/content/source_af_add_record_walls.htm
Once an entity is set up for activity feeds, you can then open any record for that particular entity and click on Follow to start receiving updates for that record.
Any updates to the record wall of the records that you choose to follow would be displayed to you on your Personal Wall.
With the auto-feed rules automatically created for the case entity, each time a new case is created or any of the actions on the case is performed that is being tracked by the activities feed, an update would automatically be posted for the Case on the its wall and would also be reflected on the wall of the users that follow that record.
You can also follow the feeds of another user. For this you need to open the User record and then click the follow button on the user record wall to start receiving updates posted by that user.
You need to then manually add the tab for Record Wall. Instructions for these are provided here http://help.crm.dynamics.com/help/5.0.9688.1531/1033/LIVE/content/source_af_add_record_walls.htm
Once an entity is set up for activity feeds, you can then open any record for that particular entity and click on Follow to start receiving updates for that record.
Any updates to the record wall of the records that you choose to follow would be displayed to you on your Personal Wall.
With the auto-feed rules automatically created for the case entity, each time a new case is created or any of the actions on the case is performed that is being tracked by the activities feed, an update would automatically be posted for the Case on the its wall and would also be reflected on the wall of the users that follow that record.
You can also follow the feeds of another user. For this you need to open the User record and then click the follow button on the user record wall to start receiving updates posted by that user.
You are now set to collaborate in CRM on different CRM entities including custom entities!
To make the wall available on Custom entity you need to create a record in the Post configuration for the custom entity. In the entity name type the schema name of the custom entity and check the Enable walls checkbox.
Make sure you publish this custom entity after creating the configuration record.
