Dynamics Community Forum Thread Details

Can I tag a new Yammer message with a Dynamics Contact?

I have just enabled the Yammer connectivity in a D365 Model Driven App.

If I follow a Dynamics contact and open Yammer then I can create a Yammer message which is visible in the Yammer timeline both in D365 and also in native Yammer.

If I view the message in native yammer, it does have the Contact details which is a clickable link back to Dynamics. So far so good!

However, if I start in native Yammer, and create a new message which is not part of a pre-existing thread, is there any way of 'tagging' that message with a D365 contact in the same way as I could synch an Outlook email with that contact using the App for Outlook?

Hello ghdunn,

We don't have any OOB option to track new conversation from Yammer to Dynamics 365.

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/connect-yammer

https://community.dynamics.com/crm/b/meganwalker/posts/bringing-people-together-with-yammer-amp-d365

We can leverage Power Automate to automate the process with Dynamics 365 and Yammer. However for most scenario when we create record they are used to post it in Yammer.

Examples like

When a new opportunity is created post to Yammer

https://flow.microsoft.com/en-us/galleries/public/templates/a89180a0263c11e68c9983fe68b0a47d/when-a-new-opportunity-is-created-post-to-yammer/

When an opportunity is won in Dynamics 365 post it to a Yammer group

https://flow.microsoft.com/en-us/galleries/public/templates/aaf4b8e2715b4a24b5323bdbfef69132/when-an-opportunity-is-won-in-dynamics-365-post-it-to-a-yammer-group/

Hope this guide you in right direction.

Hope this helps.

Best regards,

Sumeet_MSFT

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