Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Can we trigger workflows on 'Yammer' post from CRM records?

Posted on by 225

Hi All,

I have enabled Yammer integration on CRM Online tenant.

I would like to trigger a workflow on Yammer post.

Is it possible? Is such post visible from 'Advanced Find'?

Thanks

Dinesh

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Can we trigger workflows on 'Yammer' post from CRM records?

    I have successfully integrated yammer with dynamics 365 but I am facing problem in getting yammer post in Dynamics 365 yammer activity pane.

    Steps i have followed:-

    -I have created Microsoft flow to generate new case entity in dynamics 365 when new yammer message is posted in feed.

    -After posting message in yammer, new case entity is created in dynamics 365 but when I replied from yammer to that yammer post then in Dynamics CRM yammer section I can not see yammer conversation instead it shows “There aren't any conversations about this yet” message.

    1016.Untitled.png

    -After posting to yammer from dynamics 365 yammer activity pane that post gets uploaded to yammer.

    -Further replies to this post from yammer are shown in dynamics 365 in yammer activity pane.

    I want to show  all yammer conversations posts in yammer activity pane when new case entity is created.

    How to achieve this?

    Please guide.

    Thanks.

  • Verified answer
    tw0sh3ds Profile Picture
    tw0sh3ds 5,600 on at
    RE: Can we trigger workflows on 'Yammer' post from CRM records?

    This should clear things up (according to technet.microsoft.com/.../dn850385.aspx):

    "When you have Yammer set up, keep these things in mind:

    All user posts (conversations) are stored in Yammer, not in Microsoft Dynamics 365.

    All system posts are stored in Microsoft Dynamics 365.

    If the Post to Yammer Activity Stream rule (or posttoyammer attribute) is set to True in Post Rules Configuration, that activity will post to Yammer."

    But you should be able to achieve some amazing stuff using Microsoft Flow

    https://flow.microsoft.com

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans