Connect Microsoft Dynamics CRM to Yammer

Článok
05/27/2016

Applies To: Dynamics CRM 2015

Yammer gives colleagues at your organization a central place to have conversations, create and edit documents, and share information without sending a single email or attending any meetings.

After you set up your organization to work with Yammer, employees will see posts in a newsfeed on their Microsoft Dynamics CRM dashboard whenever people update customer info, and they’ll be able to join in the conversation with their own posts.

Check out the following videos:

CRM + Yammer - Light a Fire Under Your Business (4:05)
Yammer Integration – Introduction (11:03)
Yammer Integration - Activity Feeds Replacement (5:18)
Yammer Integration – Configuration (8:07)
Yammer Integration – Features (6:25)
Yammer Integration – Architecture (3:03)
Yammer Integration – Troubleshooting (2:00)

Though the videos describe Yammer and CRM Online, the content applies to Microsoft Dynamics CRM (on-premises), as well.

Connect your organization to Yammer

Prepare a CRM on-premises edition

Important

If you are connecting a Microsoft Dynamics CRM (on-premises) deployment to Yammer that is not using Internet-facing deployment (IFD), you need to run the following PowerShell commands to disable secure channel HTTPS.

You shouldn’t run these commands if you are deploying Microsoft Dynamics CRM (on-premises) with IFD.

Allow for credentials via HTTP

Open a Windows PowerShell command window.
Add the Microsoft Dynamics CRM PowerShell snap-in:
```
Add-PSSnapin Microsoft.Crm.PowerShell
```

Enter the following:

$itemSetting = new-object 'System.Collections.Generic.KeyValuePair[String,Object]'("AllowCredentialsEntryViaInsecureChannels",1)
$configEntity = New-Object "Microsoft.Xrm.Sdk.Deployment.ConfigurationEntity"
$configEntity.LogicalName="Deployment"
$configEntity.Attributes = New-Object "Microsoft.Xrm.Sdk.Deployment.AttributeCollection"
$configEntity.Attributes.Add($itemSetting)
Set-CrmAdvancedSetting -Entity $configEntity

Then, run the following command at a command prompt: iisreset

Prerequisites

Before your organization can use Yammer in CRM, your organization needs to buy Yammer enterprise licenses.
Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics CRM.
You’ll also need to have verified system administrator privileges for your organization’s Yammer account, plus both the Write Organization and Configure Yammer privileges. If you’re not an administrator, by default these privileges aren’t available, and must be added.
Install the most recent product updates for Microsoft Dynamics CRM.
Meet browser and system requirements.

Connect CRM to Yammer

Sign up for a Yammer Enterprise account, and note the name of the network you receive. More information: Visit the Yammer website
Go to Settings > System.
Choose Administration > Yammer Configuration
Read the disclaimer, and then choose Continue.
Choose Authorize Microsoft Dynamics CRM Online (or CRM 2015) to connect to Yammer.
Sign in to your enterprise Yammer account using your administrator credentials.
Follow the on-screen instructions to accept the Yammer terms of service, note which Yammer network has been set up for you, and connect your organization to it. After your organization is connected, you’ll see a confirmation message at the bottom of the screen.

Note

CRM only supports connecting to the primary Yammer network. Connecting to External Networks in Yammer is not supported.
If desired, stay signed in to your Yammer account and set your organization’s preferences for Yammer posts.

Set your organization’s preferences for Yammer posts (optional)

Make sure you’re signed in to your enterprise Yammer account using your administrator credentials.
If desired, select whether Yammer posts are public (everyone sees Microsoft Dynamics CRM posts in the newsfeed, or private (people must “follow” a record to see posts about that record in the newsfeed).
If desired, select the default group where you would like Microsoft Dynamics CRM posts to appear.
If desired, select which record types trigger automatic posts to the Yammer newsfeed.

Enable CRM entities for Yammer

Once you’ve connected CRM to Yammer, you need to specify which CRM entities are enabled for use with Yammer. Enabled entities can be followed by users

Go to Settings > System.
Choose Activity Feeds Configuration > Post Configurations
Choose the entity, and then choose Activate.
Confirm the activation, and then choose More Commands (…) > Publish All Customizations

What triggers automatic posts to the Yammer newsfeed?

The record types and rules in the following list can be enabled to trigger a Yammer post automatically. Record types that are enabled by default are marked “Yes.” If you want to enable an entity or rule type, make sure that the entity or rule is activated and that the types of auto-posts you want are enabled.

Post Entity Id	Name	Enabled to Post Automatically
Case	New Case for an Account	Yes
Case	New Case for a Contact	Yes
Case	Case Closed for an Account
Case	Case closed for a Contact
Case	Case Assigned to User/Team
Case	Case Routed to Queue
Lead	New Lead created
Lead	A Lead has been qualified
Opportunity	New opportunity for an Account	Yes
Opportunity	New opportunity for a Contact	Yes
Opportunity	Probability for an Opportunity Updated for an account
Opportunity	Probability for an Opportunity Updated for a contact
Opportunity	Opportunity Won for an Account	Yes
Opportunity	Opportunity Won for a Contact	Yes
Opportunity	Opportunity Lost for an Account
Opportunity	Opportunity Lost for a Contact
Account	New Account Created	Yes
Contact	New Contact Created
Competitor	New Competitor Created	Yes

When you have Yammer set up, keep these things in mind:

All user posts (conversations) are stored in Yammer, not in Microsoft Dynamics CRM.
All system posts are stored in Microsoft Dynamics CRM.
If the Post to Yammer Activity Stream rule (or posttoyammer attribute) is set to True in Post Rules Configuration, that activity will post to Yammer.

Additional considerations

When connecting CRM with a federated Yammer

If you have configured Yammer to use single sign-on, you’ll need to generate and use a temporary password to connect CRM to Yammer.

Sign in to Yammer with the single sign-on credentials.
Choose More commands (…) > Apps
Scroll to the bottom of the page to the All Apps section.
Choose the Yammer tab, and then choose an app like Windows Phone. The app must support generating a temporary password.
Complete the process to obtain a temporary user name and password.
Use the temporary user name and password to complete the CRM to Yammer connection configuration.

Add Yammer sites to the browser as trusted

Add your Yammer sites to your browser as trusted. For example, for CRM Online, add the following:

https://*.crm.dynamics.com
https://*.yammer.com
https://*.assets-yammer.com

Privacy notice

By enabling Yammer, you consent to share your data with an external system. Data that is imported from external systems into Microsoft Dynamics CRM Online is subject to our privacy statement, which you can access here.

Zdieľať cez