Connect Microsoft Dynamics 365 to Yammer

 

Updated: March 7, 2017

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

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 365 dashboard whenever people update customer info, and they’ll be able to join in the conversation with their own posts.

System_CAPS_importantImportant

If you are connecting a Dynamics 365 (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 Dynamics 365 (on-premises) with IFD.

  1. Open a Windows PowerShell command window.

  2. Add the Microsoft Dynamics 365 PowerShell snap-in:

    Add-PSSnapin Microsoft.Crm.PowerShell
    
  3. 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

  • Before your organization can use Yammer in Dynamics 365, your organization needs to buy Yammer enterprise licenses.

  • Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.

  • 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 365.

  • Meet browser and system requirements.


  1. Sign up for a Yammer Enterprise account, and note the name of the network you receive. More information: Visit the Yammer website

  2. Go to Settings > System.

  3. Choose Administration > Yammer Configuration

  4. Read the disclaimer, and then choose Continue.

  5. Choose Authorize Microsoft Dynamics 365 (online) (or Dynamics 365) to connect to Yammer.

  6. Sign in to your enterprise Yammer account using your administrator credentials.

  7. 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.

    System_CAPS_noteNote

    Dynamics 365 only supports connecting to the primary Yammer network. Connecting to External Networks in Yammer is not supported.

  8. If desired, stay signed in to your Yammer account and set your organization’s preferences for Yammer posts.


  1. Make sure you’re signed in to your enterprise Yammer account using your administrator credentials.

  2. If desired, select whether Yammer posts are public (everyone sees Microsoft Dynamics 365 posts in the newsfeed, or private (people must “follow” a record to see posts about that record in the newsfeed).

  3. If desired, select the default group where you would like Microsoft Dynamics 365 posts to appear.

  4. If desired, select which record types trigger automatic posts to the Yammer newsfeed.

Once you’ve connected Dynamics 365 to Yammer, you need to specify which Dynamics 365 entities are enabled for use with Yammer. Enabled entities can be followed by users

  1. Go to Settings > System.

  2. Choose Activity Feeds Configuration > Post Configurations

  3. Choose the entity, and then choose Activate.

  4. Confirm the activation, and then choose More Commands (…) > Publish All Customizations

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 365.

  • All system posts are stored in Microsoft Dynamics 365.

  • 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.

If you have configured Yammer to use single sign-on, you’ll need to generate and use a temporary password to connect Dynamics 365 to Yammer.

  1. Sign in to Yammer with the single sign-on credentials.

  2. Choose More commands (…) > Apps

  3. Scroll to the bottom of the page to the All Apps section.

  4. Choose the Yammer tab, and then choose an app like Windows Phone. The app must support generating a temporary password.

  5. Complete the process to obtain a temporary user name and password.

  6. Use the temporary user name and password to complete the Dynamics 365 to Yammer connection configuration.

Add your Yammer sites to your browser as trusted. For example, for Dynamics 365 (online), add the following:

  • https://*.crm.dynamics.com

  • https://*.yammer.com

  • https://*.assets-yammer.com

By enabling Yammer, you consent to share your data with an external system. Data that is imported from external systems into Microsoft Dynamics 365 (online) is subject to our privacy statement, which you can access here.

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