Quick Yammer & CRM Demo

Most, if not all of you, know that Microsoft has acquired Yammer in June 2012. Now Microsoft has released the integration between Yammer and Dynamics CRM as part of the Polaris release (formerly known as December 2012 Service Update). However, in order to demo this, you’ll need to sign up for a Yammer Enterprise account*. If you don't have such an account, then the integration will not work as expected.

But! There is a very easy way to incorporate some of the functionality of Yammer into CRM without having a Yammer Enterprise account. You can go to any group on Yammer and incorporate the feed of that group as a web resource and include this on any page in CRM. To do this, follow these steps:

1. Go to the Yammer website
2. Create or select a group in the left column
3. In the right side click "</> Embed This Feed"
4. Copy the code
5. Create an HTML file with the copied code pasted between <html><body> and </body></html>
6. Upload the HTML file as a web resource to CRM
7. Add the web resource to a CRM form

And that's it. You now have a live Yammer feed inside CRM. Though it doesn't show the collaboration on account or opportunity level, in a demo the could be just enough. If not? Then get yourself a Yammer Enterprise account and configure the integration between both products.


Nan said...

Yes, we have created our account on Yammer and it is useful social network for your company. https://www.yammer.com/stayinfront.com#/Threads/index?type=my_all

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