Wednesday, 23 April 2014

Dynamics CRM 2013 Yammer Configuration On-Premise

Dynamics CRM 2013 gives you the possibility to integrate CRM 2013 with Yammer enterprise social networks, this feature On-premise only works with the latest RU2 v2 patch you need to make sure you have version installed on your deployment manager.

First things first download RU2 v2 and install it on your CRM environment.

Authorize the Microsoft Dynamics CRM to use Yammer
Navigate to Settings > Administration > Yammer

Click Continue in the disclaimer window.
On the next page click on the Hyper link on step 1. Authorize Microsoft Dynamics CRM OnPremise to connect to Yammer:

You will get prompted for your yammer credentials you must be full yammer admin and yammer must be an enterprise version. The below pop-up window will appear to type your username and password. You may get the below error:

The remote name could not be resolved:

the above error relates to the fact that my servers are behind a proxy and don't have direct internet connection there are two possible solutions for this:
  • You use hosts file and point to the external IP (this will depend on your network set up)
  • Configure IIS web.config file to use your proxy (Recommended)
To fix the issue Navigate to your CRM website under: 
C:\Program Files\Microsoft Dynamics CRM\CRMWeb 

Edit the web.config file in notepad and just before the closing tag: </configuration>
copy and paste the below code:

    <proxy proxyaddress="http://myProxyIP:80" 
           bypassonlocal="true" />

You need to do this on all your front-end servers. if you manage to authenticate and approve CRM in yammer you get a Congratulations message at the bottom of the screen:

Enabling Yammer feeds
Yammer now becomes the default feed in the dashboard page but in order for users to access the yammer feeds they need to verify their account:

Note on the right-hand side I follow 4 opportunities and 1 organisation this I believe is a glitch/bug because those records are for activity feeds after I've followed the first opportunity since yammer feeds were enabled those stats were reset to 1 to the new opportunity I've just followed.

After your account is verified you should see the below screenshots:

and the yammer feed on your dashboard home screen, note that this feed is your global feed:

Just after the initial set up I see the below message when accessing opportunities:

Following the opportunity you then get access to the yammer feeds:

For every record you would like to share in yammer or access the yammer feeds of that record you will need to follow it.

I hope this was useful. I don't think yammer on RU2 v2 is free of bugs there is more to be done to improve this integration

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