Configuring a simple CRM Yammer Integration

Article ID: 2830800 - View products that this article applies to.
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MVP
 
This article is provided by MVP Lo Toong Yang. Microsoft is so thankful that MVPs who proactively share their professional experience with other users. The article would be posted on  MVP's website or blog later.
 

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Summary

Yammer integration announced recently after the acquired on June 2012. The integration is supported as part of the CRM2011 Online Dec 2012 Service Update a.k.a. Polaris. Yammer provides direct integration into work area, real time collaboration and control over conversation and system posts.

There are few things to take into consideration before you integrate or demo this to your customer.
  • All user posts (conversations) are stored in Yammer, not in Microsoft Dynamics CRM Online.
  • All system posts are stored in Microsoft Dynamics CRM Online.
  • If the Post to Yammer Activity Stream rule (or “posttoyammer” attribute) is True in Post Rules Configuration, that activity will post to Yammer.
  • Installing Yammer is permanent. Cannot replace it with Activity Feeds later. It is better Signup for CRM online trial to test first.
  • Can’t use Yammer and Activity Feeds simultaneously.
  • Required a Yammer Enterprise subscription account.

3 Steps to setup Yammer.
  1. Navigate to Setting>System>Administration.
  2. Select Yammer Configuration, then connect your organization.
  3. Choose Set/Edit message rules to change which record types can post automatically to Yammer. Marked those record wish to enable for Yammer on the Post Rules Configuration.

Workaround

A trick to demo Yammer for customer without enterprise account. Just select any group on Yammer and incorporate the feeds of the group as CRM web resource and display in any page you want. (Select a group; choose “Embed This Feed”)

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References

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


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Article ID: 2830800 - Last Review: September 25, 2013 - Revision: 5.1
Applies to
  • Yammer
Keywords: 
kbstepbystep kbmvp kbcommunity KB2830800

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