Connect to Yammer

Applies to Dynamics 365 (online), version 9.0

Yammer gives colleagues at your organization a central place to have conversations, create and edit documents, and share information without sending a single email or attending any meetings.

After you set up your organization to work with Yammer, employees will see posts in a newsfeed on their Dynamics 365 dashboard whenever people update customer info, and they’ll be able to join in the conversation with their own posts.

Connect your organization to Yammer

Prerequisites

  • Before your organization can use Yammer in Dynamics 365, your organization needs to buy Yammer enterprise licenses.

  • Yammer integration is only available for Dynamics 365 (online).

  • Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.

  • You’ll also need to have verified system administrator privileges for your organization’s Yammer account, plus both the Write Organization and Configure Yammer privileges. If you’re not an administrator, by default these privileges aren’t available, and must be added.

  • Install the most recent product updates for Dynamics 365.

  • Meet browser and system requirements.

Connect Dynamics 365 to Yammer

  1. Sign up for a Yammer Enterprise account, and note the name of the network you receive. More information: Visit the Yammer website

  2. Go to Settings > System.

  3. Choose Administration > Yammer Configuration

  4. Read the disclaimer, and then choose Continue.

  5. Choose Authorize Dynamics 365 (online) (or Dynamics 365) to connect to Yammer.

  6. Sign in to your enterprise Yammer account using your administrator credentials.

  7. Follow the on-screen instructions to accept the Yammer terms of service, note which Yammer network has been set up for you, and connect your organization to it. After your organization is connected, you’ll see a confirmation message at the bottom of the screen.

    Note

    Dynamics 365 only supports connecting to the primary Yammer network. Connecting to External Networks in Yammer is not supported.

  8. If desired, stay signed in to your Yammer account and set your organization’s preferences for Yammer posts.

Set your organization’s preferences for Yammer posts (optional)

  1. Make sure you’re signed in to your enterprise Yammer account using your administrator credentials.

  2. If desired, select whether Yammer posts are public (everyone sees Dynamics 365 posts in the newsfeed, or private (people must “follow” a record to see posts about that record in the newsfeed).

  3. If desired, select the default group where you would like Dynamics 365 posts to appear.

  4. If desired, select which record types trigger automatic posts to the Yammer newsfeed.

Enable Dynamics 365 entities for Yammer

Once you’ve connected Dynamics 365 to Yammer, you need to specify which Dynamics 365 entities are enabled for use with Yammer. Enabled entities can be followed by users

  1. Go to Settings > System.

  2. Choose Activity Feeds Configuration > Post Configurations

  3. Choose the entity, and then choose Activate.

  4. Confirm the activation, and then choose More Commands (…) > Publish All Customizations

What triggers automatic posts to the Yammer newsfeed?

The record types and rules in the following list can be enabled to trigger a Yammer post automatically. Record types that are enabled by default are marked “Yes.” If you want to enable an entity or rule type, make sure that the entity or rule is activated and that the types of auto-posts you want are enabled.

Post Entity Id Name Enabled to Post Automatically
Case New Case for an Account Yes
Case New Case for a Contact Yes
Case Case Closed for an Account
Case Case closed for a Contact
Case Case Assigned to User/Team
Case Case Routed to Queue
Lead New Lead created
Lead A Lead has been qualified
Opportunity New opportunity for an Account Yes
Opportunity New opportunity for a Contact Yes
Opportunity Probability for an Opportunity Updated for an account
Opportunity Probability for an Opportunity Updated for a contact
Opportunity Opportunity Won for an Account Yes
Opportunity Opportunity Won for a Contact Yes
Opportunity Opportunity Lost for an Account
Opportunity Opportunity Lost for a Contact
Account New Account Created Yes
Contact New Contact Created
Competitor New Competitor Created Yes

When you have Yammer set up, keep these things in mind:

  • All user posts (conversations) are stored in Yammer, not in Dynamics 365.

  • All system posts are stored in Dynamics 365.

  • If the Post to Yammer Activity Stream rule (or posttoyammer attribute) is set to True in Post Rules Configuration, that activity will post to Yammer.

Additional considerations

When connecting Dynamics 365 with a federated Yammer

If you have configured Yammer to use single sign-on, you’ll need to generate and use a temporary password to connect Dynamics 365 to Yammer.

  1. Sign in to Yammer with the single sign-on credentials.

  2. Choose More commands (…) > Apps

  3. Scroll to the bottom of the page to the All Apps section.

  4. Choose the Yammer tab, and then choose an app like Windows Phone. The app must support generating a temporary password.

  5. Complete the process to obtain a temporary user name and password.

  6. Use the temporary user name and password to complete the Dynamics 365 to Yammer connection configuration.

Add Yammer sites to the browser as trusted

Add your Yammer sites to your browser as trusted. For example, for Dynamics 365 (online), add the following:

  • https://*.crm.dynamics.com

  • https://*.yammer.com

  • https://*.assets-yammer.com

Privacy notice

By enabling Yammer, you consent to share your data with an external system. Data that is imported from external systems into Microsoft Dynamics 365 (online) is subject to Microsoft Privacy and Cookies.

See also

Collaborate and communicate with Yammer
Visit the Yammer website