General Interest

Set up and configure Activity Feeds

To configure activity feeds, start by becoming familiar with how to import solutions and publish customizations. More information about importing solutions: Import a solution. More information about working with solutions: Package and Distribute Extensions with Microsoft Dynamics CRM Solutions.

Note
If you have a Microsoft Dynamics CRM (on-premises) enlistment that began before December 2012, activity feeds will continue to work for you if it is installed already. If you have not yet installed it, see to the following steps.

If you have a Microsoft Dynamics CRM (on-premises) enlistment that began after December 2012, import activity feeds as described in the following steps.

If you have a Microsoft Dynamics CRM Online enlistment that began before December 2012, you may install activity feeds as described in the following steps, or you may install Product Updates, which contain the Activity Feeds solution. More information: Installing Product Updates.

If you have a Microsoft Dynamics CRM Online enlistment that began after December 2012, activity feeds are installed and updated.

Import activity feeds

  1. Download the Activity Feeds solution from the marketplace. Visit the marketplace.

  2. In the Navigation Pane, click Settings.

  3. Under Customization, click Solutions.

  4. On the Actions toolbar, click Import.

  5. Locate where you saved the file, and select ActivityFeeds.Managed.zip.

  6. On the Post Import Actions screen, select the box to enable SDK plug-ins. This box must be selected for activity feeds to function.

  7. If your server is not provisioned with all the languages included with this installation, you may see a warning after the import is complete. If the import is successful, you may ignore this warning.

  8. To verify that the import was successful, refresh the page. "What's New" will appear at the top of the Navigation Pane.

    Important
    If you have an Microsoft Dynamics CRM (on-premises) enlistment and you provision a new language after importing activity feeds, you will need to import activity feeds again in order to see it in the new language.

Permissions required to administer activity feeds

To obtain a list of entities that you can enable for activity feeds, in the Microsoft Dynamics CRM web application, navigate to Settings, and then to Activity Feeds Configuration. The Post Configurations grid will contain a list of entities configurable for activity feeds. You must have system administrator privileges to access this list. These entities are added for you automatically when you view the Post Configurations grid as an administrator.

Important
If you are setting up activity feeds for a Microsoft Dynamics CRM (on-premises) enlistment, you’ll need to manually add these entities and publish the Activity Feeds solution.

Understanding activity feeds entities

Configuring these entities will allow you to change the different features your users will adopt.

Entity display name Entity logical name

Account

account

Activity

activity

Case

incident

Contact

contact

Dialog Session

processsession

Lead

lead

Opportunity

opportunity

Phone Call

phonecall

Queue

queue

Recurring Appointment

recurringappointment

Task

task

User

systemuser

Important
If you decide to uninstall Activity Feeds, you must delete the entries in the entity configuration, republish, and then delete the solution.

When users want to be able to sort the feeds on their wall based on various entities they're connected to, you'll need to make sure those views are enabled in the Post Configuration area of Activity Feeds Settings.

Important
The foltering functionality is available only to Microsoft Dynamics CRM Online users who have installed the most recent Product Updates. More information: Installing Product Updates.

Add a filter view

  1. In the Navigation Pane, click Settings.

  2. Under System, click Post Configurations and select the entity you want.

  3. On the Filters tab, in the Filters grid, select the entity you want, and then select Show or Hide in the ribbon above.

Warning
If you install activity feeds and intend to make further customizations to your system, deactivate activity feeds for all entities before you create, develop and export the solution. After the solution is exported, you may reactivate.

See Also