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Microsoft Dynamics CRM 2013 Unleashed by Marc Wolenik

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Working with Yammer in Dynamics CRM 2013

Now that you have connected, installed, and configured Yammer, it’s time to work with it in Dynamics CRM.

The following example shows collaboration (both in Dynamics CRM and externally) with another user on an Opportunity:

1. Navigate to Opportunity and select an Opportunity to open. Notice that the activity feed part of the screen has been replaced with Yammer. Also note the Log In with Yammer authentication button (see Figure 33.21).

Image

FIGURE 33.21 Opportunity with Yammer.

2. Click the Log In with Yammer button and, when prompted, enter your Yammer information.

Note

To avoid having to repeat step 2 next ...

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