Dynamics CRM Quick Tip: Creating Custom Activity Feed Posts



The Posts or Activity Wall on the social pane of a Dynamics CRM record is an easy way to keep up on important events at a glance without having to leave the main page. You might see information like an opportunity for an account of yours was won or one of your customers just opened a new service request.

While this type of information is important it may not be important enough to warrant creating a workflow which sends an email, after all let’s face it everyone is probably already getting to much email as it is.

To cut down on some of the noise in your inbox, items that are not critical can be posted to the activity feeds area where you can consume the data at you convenience.

Out of the box there are a number of pre-configure events that can be enabled. To find these look under Settings -> Post Rule Configurations. You’ll find quite a few events related to activities, opportunities and cases. In order for the system to generate a post on one of these events you’ll need to activate it. You’ll also need to navigate to Settings -> Post Rules and ensure the related entity is also active here.

If there’s an event you’d like to be notified of that doesn’t already exist you can always create your own with a simple workflow. As example we’ll create a post when a new order is created for a contact.

The setup is simple, create the workflow to run against the order entity. For the starting criteria, have it run when the record is created.

CustomPost1


You’ll only need to a single create record step that generates a new post record. Here you can enter the text you’d like displayed in the post body. Make sure to set the regarding field so it shows up on the correct record’s wall.ç

CustomPost2


Save everything and activate the workflow and when you create a new order a post should appear on the wall.
CustomPost3

Referece: https://ledgeviewpartners.com/blog/crm-tip-creating-custom-activity-feed-posts/

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