Connect to Yammer
The Microsoft Dynamics CRM December 2012 Service Update introduces an integrated environment with Yammer, a powerful tool for collaborating in your organization. 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.
|Yammer integration is not available in Microsoft Dynamics CRM 2011 Update Rollup 12 or any other on-premises Microsoft Dynamics CRM 2011 installations.|
If you have the Microsoft Dynamics CRM December 2012 Service Update, or your organization’s subscription began after January, 2013, you can install Product Updates and set up a connection to Yammer. For more information, see the following topics: Updated User Experience for Sales and Customer Service and Product Update Functionality, Installing Product Updates and Installing Yammer.
|Connecting to Yammer is a one-way process. After the connection is established, it cannot be removed.|
Several new attributes are available that support the Yammer integration functionality. The msdyn_PostRuleConfig.msdyn_PostToYammer attribute determines whether certain auto posts are posted in Microsoft Dynamics CRM and Yammer, or only in Microsoft Dynamics CRM. Other attributes, intended for internal use only, are added to the Post, PostFollow, Organization, and SystemUser entities. For more information, see, Attribute Metadata sections in Entity Metadata topics for these entities. The description of the msdyn_PostRuleConfig.msdyn_PostToYammer attribute appears as “For internal use only” in the Microsoft Dynamics CRM December 2012 Service Update and new service subscriptions, until you install the Product Updates and enable the Yammer connection. After the connection is enabled, the attribute’s description is updated in the metadata. The new attributes exist in the databases of all deployments, regardless of whether or not the Product Updates are installed.
You will notice that, if you enable the Yammer connection, Activity Feeds behavior changes, as shown here:
User posts (manual posts) added through Microsoft Dynamics CRM user interface are created and stored directly in Yammer. Existing user posts, created before the Yammer connection was enabled, are not migrated from Microsoft Dynamics CRM to Yammer.
Auto posts are created and stored in Microsoft Dynamics CRM.
Note Selective auto posts are stored in Yammer in addition to Microsoft Dynamics CRM, if you set the msdyn_PostRuleConfig.msdyn_PostToYammer attribute to true. Some of the auto post rules for Yammer are enabled out-of-the-box. Other rules can be enabled by the administrator. To see the auto post rules that are available for Yammer in the Microsoft Dynamics CRM web application, go to Settings, System, Post Rule Configurations. Choose the All Activity Feeds Rules drop-down list and choose All Yammer Rules.
Objects, except users, are followed in Microsoft Dynamics CRM and Yammer. You must enable the Yammer connection before you can follow an object in Yammer.
Users are only followed in Yammer. A user must have a valid Yammer account to be followed.
You can stop following an object in Microsoft Dynamics CRM programmatically or through the user interface. However, this doesn’t unfollow the object in Yammer. To stop following an object in Yammer, you have to use the Yammer user interface. You can’t unfollow an object in Yammer programmatically.
All auto posts.
User posts created by using the Microsoft Dynamics CRM web application, before you enabled the connection to Yammer.
User posts created programmatically in Microsoft Dynamics CRM before or after you enabled the connection to Yammer.
Conceptsmsdyn_PostRuleConfig (Post Rule Configuration) Entity Metadata
Post Entity Metadata
PostFollow (Follow) Entity Metadata
Organization Entity Metadata
SystemUser (User) Entity Metadata
Other ResourcesActivity Feeds Entities
Introduction to Yammer
Use Yammer to collaborate
Posting, following, and unfollowing in Yammer
Frequently asked questions about Yammer
Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online
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