In this blog, we highlight a lesson learned when we used a Dynamics 365 Customer Engagement online data source connector, called Instance Web API, for Power BI reports.
Did you hear? Microsoft Dynamics CRM 2011 Update Rollup 5 was released last week. We live and breathe Microsoft Dynamics CRM here at PowerObjects so it is no surprise that this big news.One of the cool new features is the much anticipated Microsoft Dynamics CRM Activity Feed.
What is the Activity Feed? Activity Feed is Microsoft CRM 2011 version of your LinkedIn or Facebook home page where it displays recent 'activities' or updates related to those entities in which you choose to follow. This mini Social Networking tool within CRM, will increase communication and provide quick and easy access to information you need.
Here a look at some of the features:
To set up the Activity Feed (for existing CRM customer)
Once imported the 'What's New' entity will appear in the work place area
And two new entities will be created in your Settings Area.
Activity Feed Configuration
Allows you to define which entities your organization can follow
By Default, System Users are added.
To add new entities
Note: enter the entity's logical name, for example for Accounts enter accounts (it is case sensitive)
Activity Feed Rules
Displays activity feeds records related to the posts you choose to follow.
Follow Users (and Entities).
To follow users (or entities)
You can follow the same process for following Accounts, Contacts, Opportunities etc. (Provided you added those entities in the Activity Feed Configuration section.
Stay tuned for Activity Feeds, Part 2 – Working with Activity Feeds and, as always, Happy CRM'ing!