As I revised for the MB2-715 exam (Microsoft Dynamics 365 Customer Engagement Online Deployment) I am creating blog posts detailing all aspects of my revision. I hope these posts will aid anyone who is also revising for this exam. In this posts I will review integration with Yammer.
Below you can see that the skills measuerd statement explains that we need to know who to manage Yammer integration;
Before we look at how to configure Yammer for use with Dynamics 365, an overview of Yammer might be appropriate. Yammer is an enterprise social networking tool that revolves around the concepts of making posts, receiving messages etc.
Posts can “simply” be made public to the entire company or groups can be made aware of a particular post. Also you can attach documents to posts.
Posts can be companywide or groups can be used to create topic areas that interested people might join. For example: You might create a “CRM Users” group in Yammer.
Yammer can also be used for polls, praise individuals and make company announcements.
Users also have the ability to like posts, follow threads, be notified of updates etc.
Yammer and Dynamics 365
All of this is great but what does it mean in the context of Dynamics 365? Well, first of all Yammer will replace social feeds on existing dashboards. And we can interact with Yammer directly from the dashboard. New posts created on a dashboard will be at a high level and not specific to any Dynamics 365 record.
Note: Should you wish to include the social web resource in other dashboards this can be done by selecting the “msdyn_/PersonalWall.htm” web resource. (You can see I have done exactly that below.)
Also from an entity form we can use the social pane to view / make Yammer posts in context of that record. These will in turn also show on the social feeds in dashboards.
Notice that the posts made from the social pane automatically include a link to the Dynamics record. Meaning when viewed in Yammer I can click that link to jump to the related Dynamics 365 record. (Assuming I have access to Dynamics 365 and a security role to grant privileges on that record!)
Also you should be aware that posts can be for the “All Company” group, the default group that goes to everyone. Or alternatively you can link a specific group. As I have done below.
With the “normal” posts approach some posts are automatically created, when accounts are created, opportunities won etc. This approach still works with Yammer but the posts show in the “System Posts” tab. As shown below.
Configure Yammer Integration
IMPORTANT NOTE: When Yammer is enabled the out of box Dynamics 365 activity feed is replaced by Yammer. And there is no way to revert back! It is therefore essential to understand the implications of using Yammer before enabling the feature.
Yammer integration requires a Yammer Enterprise license, this may be available as part of your Office 365 subscription. (The free version of Yammer is not supported for integration with Dynamics 365.)
Yammer is only available in English, multiple languages are not currently supported.
The first step in configuring Yammer / Dynamics 365 integration will be to ensure you have and can connect to a Yammer Enterprise instance. Next under settings / administration in Dynamics 365 you will find the Yammer configuration option.
Note: The user performing the Yammer Configuration must be a Dynamics 365 administrator and an administration in Yammer. (Therefore, I suspect typically the configuration will be performed by your Office 365 Global Administrator.)
Before continuing with the configuration you will need to read and accept the disclaimer below.
Next you authorize Microsoft Dynamics 365 to connect to Yammer, optionally select a specific Yammer group and set the required level of security. You can see below that I stuck with the default group of “All Company” but you may find creating a group called “Dynamics 365” (etc) maybe useful.
You will notice an option to “Edit message rules”, this will link you to the activity feed rules. Here you can define what system actions will generate automatic system generated posts.
I hope that in this post I have touched on all the main Yammer related areas you should revised for the MB2-715 exam. As always I encourage you to also get some hands-on time with the product. EXCEPT, don’t forget if you enable Yammer you cannot disable it!