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CRM 2011: Q4 Service Update

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OK, now that you have installed Update Rollup 5 for Microsoft CRM 2011, you can import the Activity Feeds solution provided by Microsoft and available here.

This new solution will provide new functionalities that are related to “social networking” (a description of the new functionalities can be found here and here).

Once the new solution is installed under your organization (be sure to check the ‘Post Import Actions’ to activate all the processes and plugins), you need to configure the activity feeds for the entities you want to follow, by going to the ‘Activity Feeds Configuration’ menu under the CRM system settings:

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In this example, I’ve configured the following of “accounts” by specifying a new configuration profile with a target entity name of “account”, and by publishing the entity through my custom solution.

I also enabled the configuration on the “task” entity, and activated the ‘New Task for an Account’ rule:

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Once this is done, you will see a new ribbon option to ‘follow’ or ‘unfollow’ any number of selected accounts in the accounts view:

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Now that the desired company is being followed, any new task activity linked to this account will be displayed in the activity feed screen:

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The next step is to provide a way to capture data from social networks such as LinkedIn, Facebook or Twitter to automatically store these information in the CRM Smile


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