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Microsoft Dynamics CRM (Archived)

CRM 365 custom entity and following the record.

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Posted on by 2

Hello All Experts,

I need to know how can i enable the follow for custom entity just like account and contact record.

it will be helpfull if some one can help me in doing this.

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  • EmployeeOcta Profile Picture
    EmployeeOcta 2 on at
    RE: CRM 365 custom entity and following the record.

    Do you mean i need to goto the Post configuration, as i didn't find activity feeds as an option over there.

  • Suggested answer
    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: CRM 365 custom entity and following the record.

    Hi,

    You do this in the Activity Feeds.

    As an Administrator, under Settings go to Activity Feeds. If you don't see the entity that you want to follow there, click on the Refresh button on the command bar.

    Open the entity record that you want to follow, and click on the Activate button.

    That's it. The next time that your user will open a record for that entity, the follow button will appear on the command bar.

    Hope this helps.

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