Microsoft Dynamics 365 - Soluciones de Negocio

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...

  If you are an existing CRM user who has created multiple main application forms on some entities before you enable the entities for Activity Feeds, you may find that enabling Activity Feeds for them won’t add the Record Wall control to the forms of the entity which has multiple forms. This blog walks you through the steps of how to add the Record Wall control to such entities’ chosen forms. Pre-condition: You have multiple forms on an entity, e.g. Account. You have installed the Activity Feeds Solution. With this condition, you are assumed to have at least system customizer privilege. You have enabled Activity Feeds for Account. There is no Record Wall on any of the Account’s main application forms because this entity has multiple main application forms. What you need to do: Following the instructions step by step in order to add Record Wall to one of more forms of Account. Post-condition: Record Wall is enabled on any chosen Account forms. 1. Launch one o...