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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Add Activity Type - Li...
Microsoft Dynamics CRM (Archived)

Add Activity Type - LinkedIn - to contacts (need to support social media messaging)

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Posted on by Community Member

Our level of interaction using social media platforms like LinkedIn continues to grow. We send/receive messages on LinkedIn from prospects, customers and vendors.

Since we're a distributed marketing & sales team, I need to capture those messages in CRM.

So far, we've treated them as "Phone Calls" and "Left VM" - but that's getting ugly and the summary line just says "Left Voice Mail" (which really isn't true - it's more like "Sent Message."

CRM-Today.png

My ideal solution would have another type of activity (i.e., LinkedIn Msg). It would show up as "Add LinkedIn Msg" and then pop up a dialog for the details (just like Phone Call). The summary could say "Sent LinkedIn Message" (for outgoing) or the first line of the Description (for incoming).

More like this:

CRM-Future.png

Is this do-able? 

If anyone could share the steps, that would be great!
Or I'm happy to see pursue hiring a consultant to make this change for me.

Thanks in advance!

Joe

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  • Suggested answer
    Wayne Walton Profile Picture
    Wayne Walton 13,730 on at

    So you won't be able to have the "Add LinkedIn Msg" in the bar like in your mock-up, but you can add a LinkedIn Msg Activity type.

    Go do Settings -> Customization -> Customize the system and create a new Entity.  Make sure to check the box that says "this is an activity entity" and then make your LinkedIn Message Activity as you like.  You can also add and create fields that way.  Just publish your changes once they're complete and you'll have a new Activity type to use.

  • Community Member Profile Picture
    Community Member on at

    Hi Wayne!

    Thanks for your zippy fast reply

    I'm going to try it right now!

    Joe

  • Community Member Profile Picture
    Community Member on at

    Hi Wayne!

    That didn't quite work as I hoped.

    I can add the Entity...as an Activity Entity..and it does show up in the "..." menu.

    My goal is to have those entries also show up in the Social Pane. Right now I think all it captures is Phone Calls and emails.

    Thoughts?

    Thanks in advance!

    Joe

  • Community Member Profile Picture
    Community Member on at

    Looking to have these show up in the Social Pane, like how Phone Calls show up.

  • Wayne Walton Profile Picture
    Wayne Walton 13,730 on at

    In Settings -> Activity Feeds   you can see which entities you can enable for the social pane.  I forget the rules for custom entities.  But if you see it there, enable and republish, and then go to Activity Feed Rules and activate the rules you want it to post with.

    I'm not 100% sure you can get it to behave like an out of the box Activity, but that's where you can configure it.

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