Step By Step Integrating Microsoft Dynamics CRM 2011 with Yammer

With Microsoft Dynamics CRM December 2012 Service Update Microsoft introduced OOB integration between Microsoft Dynamics CRM 2011 and Yammer integration. Yammer is an enterprise social network which is designed for private communication for members within a given organization. It is a social network for businesses and companies Like Facebook and Twitter is for Public use. You can set up basic account for free it is easy to use and perhaps most importantly it provides a private, manageable and secure online space for business to communicate. If your board room created a social networking site, this is what it would look like. Company domain users can access the company Yammer site. Yammer is designed for private communication for members of an organization/company. In this post we are going to use Microsoft Dynamics CRM online deployment, before you set up a connection to Yammer in Microsoft Dynamics CRM Online, you must create a paid Yammer account for your organization, such as an Enterprise Network or SharePoint Online + Yammer account. You can’t use the free edition for the integration.

Basically it’s an alternative for the activity feeds and you will have to choose as well.

Note: You can’t use Activity Feeds together with Yammer, but you will have the configuration and UI of the Activity Feeds. But in the back it connects with Yammer and saves all the post there.

Connecting to Yammer is a one-way process. After the connection is established, it cannot be removed.

You can follow below steps to enable Yammer integration:-

Step 1: Navigate to Settings > Administration > Yammer Configuration

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 Step 2: Agree to its terms & conditions

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Step 3: Once the disclaimer is accepted you’ll be asked to authorize your Yammer account. Click on ‘Authorize Microsoft Dynamics CRM Online to connect to Yammer

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Step 4: If you’re already logged into Yammer you’ll see your enterprise Yammer network along with the groups. Otherwise you’ll be asked to login to Yammer.

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Step 5: Select your Yammer group and the security level. We’ve selected a specific group to ensure all the system posts & user posts go into a single group rather than cluttering up the ‘all company’ activity stream.

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Now that the connection is setup you can configure rules. These rules will allow you to instruct the system to post to Yammer upon specific system events.

Step 6: Click on ‘Edit message rules’ or go into Settings > Administration > Post Rule Configurations. Locate the rule you’d like to enable and click on ‘Enable for Yammer

In the example below, we’ve enabled the system to post to Yammer when a new lead is created. To test, create a new lead, wait a few seconds, login to Yammer, you’ll see the activity in the Yammer activity feed ticker on the top right hand corner. 

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 Written By: Namita Sethi (Dynamics CRM Team, Cipher Dynamics)

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Know Process Based forms in Microsoft Dynamics CRM 2011

Microsoft has introduced Process based forms with the release of  Polaris (Microsoft Dynamics CRM 2011 Rollup 12) in that we have completely different UI designs for the entities like Contacts, Opportunities, Leads, Accounts and Cases. Now we have two options to view the entity form.

  • Form Editor
  • Switch to Classic.

Basically the users who don’t have experience can Switch to Classic, so that they can view the form of particular entity. For example when we open Account entity form it looks as below.

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Actually once this selection has been made it will be default, when the user opens this account form next time it will show in  “Classic mode” only. And this view has two different types of forms:

  • Process Form. (E.g. Account, Contact etc…)
  • Information Form.

Every user has to go through this Process from, this is nothing but an Updated default form for particular entities.

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The Information form is used to show the form for the particular entity, and this form can be customized and can be shown to the particular users according to the security roles assigned, whereas the Process form can also be customized and can be shown to the particular users, according to the security roles. We can create multiple forms for the particular entities like Contacts, Opportunities, Leads, Accounts and Cases. And that visibility can be controlled by use of assigning security roles to each form. Now the Process form for (Account Entity) is customized and assigning security roles for that as follows.

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Click on New to create a new security role.

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Now let’s assign this security role to the Process form.

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When opening of assign security role it will be defaultly select all the security roles.

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This will display this Process form to all the users, if needed to assign this Process form to only Particular assigned security role user as follows.

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By selecting this, it can show this Process form only for the specified security role assigned user. After selecting (“Display only to these selected security roles”) option, if this Process form doesn’t need to show for any of the user, simply click on the checkbox as follows.

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By clearing this checkbox Process form will not be shown to any of the user. Publish the customization. So now click New button in Account entity it will show the Information form defaultly, because of disabling the Process form from all users.

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Now assign this Process form to a particular security role which created earlier, as follows.

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Publish the customization. Now check whether the user has that particular security role assigned.

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By selecting specified user assign security role.

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Defaultly it will assign some security role, now need to add the newly created security role in order to show Process form in Account entity for this user.

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Select Manage Roles in order to add the security role.

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Select newly created Security role. After selecting the security role the Account form will look as follows.

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Now we can see that there is dropdown in order to choose the Process form as well as Information form. This is done for showing example in Account entity, if needed to disable the Process form in all entities like Contacts, Opportunities, Leads and Cases do the same as above.