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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