Gareth Tucker: Activity Feeds in Microsoft CRM 2011

[Blog bot]

Источник: http://gtcrm.wordpress.com/2011/11/1...soft-crm-2011/
==============

Here’s a great article talking through the new Activity Feeds feature:

http://www.dynamicscrmtrickbag.com/2...ctivity_feeds/

I’ve reached the same conclusion as Richard, Activity Feeds might have some potential, so long as you create your own posting rules via workflow and turn off the useless ones that are included by Microsoft.

My first impression of Activity Feeds was why is my Wall full of events that I triggered?  The amount of noise I was seeing made the feature useless.  And the post content doesn’t read well either.

However, turning off the out-of-the-box rules and adding a simple workflow revealed the potential to me. 

Let me take you through it…

I created the following workflow to post to the Account wall every time a new Opportunity is created under the Account:





I then logged in as Gareth Tucker, went to the Account “Recreation Supplies (sample)” and clicked the Follow button on the Account’s Record Wall:



I then logged in as Rambo George and created an Opportunity under that Account:



I wait a few minutes for the workflow to run and then check the Account’s Record Wall and can see the Post:



Note: the post reads a lot better than those created by the out of the box rules supplied by Microsoft

Now, when I check Rambo George’s “What’s New” Wall I don’t see any Post:



This is correct, Rambo is not following the Account.  And this is GOOD Rambo does not need to be notified of something he has just done.

Now, I log back in as Gareth Tucker and remember Gareth is following this Account so he wants to know about this Opportunity.  The post appears there on Gareth’s “What’s New” wall:



The one limitation I am still uncomfortable with us this whole feature is reliant on user’s seeing their “What’s New” wall.  I would really like to see the Wall embedded on a Dashboard to combine this news feed with current status visualisations of key information.




Источник: http://gtcrm.wordpress.com/2011/11/1...soft-crm-2011/