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.

It's been a while

At the moment I'm at the MVP Summit spending time with a bunch of great minds in the industry. One of the guys made me realize that it's been a while since my last post and asked if I could pick up posting blogs again. As my role has changed over time, I'm not spending too much time on coding anymore. There are a bunch of guys out there which are way more technical than I am, so I'm handing over the baton to fellow MVP's and anybody out there in the community. I do suggest you to post the challenges that you find and especially the solutions to these challenges. Your solutions will help hundreds of other users fix their problems even years after the post. Based on the feedback I got this week, I can guarantee that people will be eternally grateful!

That said, I am finding myself in many interesting scenario's which require me to think of creative solutions around CRM after all. Not around coding so much, but around solution architecture, effective demos and related items. With that, I'll start posting again items regarding these, hopefully helping you become more successful once again.