Solved

Microsoft Dynamics CRM - Activity Feed Automatic Follow

Posted on 2014-03-19
5
333 Views
Last Modified: 2014-04-04
Good day,

CRM 2011- Ultimately I’d like all CRM users to follow each other without having to manually setup each User’s account. Can this be achieved using a workflow? I’ve setup an organisational workflow that auto follows when a new user is created, however this only works for me. Can I configure who the user’s follow via System Administration or using teams..?

Any help is really appreciated.

Regards,

Craig.
0
Comment
  • 3
  • 2
5 Comments
 
LVL 19

Expert Comment

by:Rikin Shah
ID: 39941571
Hi,

Can you post a screenshot of what you have configure in your workflow?
0
 

Author Comment

by:Performance_Improvements
ID: 39941911
Process Screenshot attached.
Process-Auto-Follow.png
0
 
LVL 19

Expert Comment

by:Rikin Shah
ID: 39942242
Hi,

I think the workflow runs when a new user is created with the Owner who created it. There is no option of Team follow button in CRM 2011 (Please confirm from your side). And system administration also does not allow for other users.

In that case users can go to advance find and search all the users, select all of them and click on follow button.
0
 

Author Comment

by:Performance_Improvements
ID: 39942262
"In that case users can go to advance find and search all the users, select all of them and click on follow button."

This is the solution that we are currently adopting, but it requires every user to carry out the steps and each time a new User is created all the current User's must then follow to new user.

I'd like to try and automate or centrally manage this in some way.
0
 
LVL 19

Accepted Solution

by:
Rikin Shah earned 500 total points
ID: 39942351
Hi,

You can automate this process of following each user to all users by writing a custom application and schedule it.
0

Featured Post

Free Tool: Path Explorer

An intuitive utility to help find the CSS path to UI elements on a webpage. These paths are used frequently in a variety of front-end development and QA automation tasks.

One of a set of tools we're offering as a way of saying thank you for being a part of the community.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Suggested Solutions

For cloud, the “train has left the station” and in the Microsoft ERP & CRM world, that means the next generation of enterprise software from Microsoft is here: Dynamics 365 is Microsoft’s new integrated business solution that unifies CRM and ERP fun…
Having trouble getting your hands on Dynamics 365 Field Service or Project Service trial? Worry No More!!!
A short tutorial showing how to set up an email signature in Outlook on the Web (previously known as OWA). For free email signatures designs, visit https://www.mail-signatures.com/articles/signature-templates/?sts=6651 If you want to manage em…
In a recent question (https://www.experts-exchange.com/questions/29004105/Run-AutoHotkey-script-directly-from-Notepad.html) here at Experts Exchange, a member asked how to run an AutoHotkey script (.AHK) directly from Notepad++ (aka NPP). This video…

809 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question