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Connect to Yammer

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Note

Effective February 2022, support for Microsoft 365 Groups (previously known as Office Groups) and Yammer in Dynamics 365 will be deprecated. This will impact customers who use Microsoft 365 Groups and/or Yammer for collaboration in Dynamics 365. We recommend that customers transition to Microsoft Teams for more advanced collaboration functionalities. For information about integrating Dynamics 365 with Teams, see Integrate customer engagement apps in Dynamics 365 with Microsoft Teams.

If you've questions about the deprecation, contact your Microsoft Customer Service representative or Microsoft Partner.

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 customer engagement apps 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 customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation), your organization needs to buy Yammer enterprise licenses.

  • Yammer integration is only available for customer engagement apps.

  • 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.

  • Install the most recent product updates for customer engagement apps.

  • Meet browser and system requirements.

Connect 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. In the Microsoft Power Platform admin center, select an environment.

  4. Select Settings > Integration > Yammer.

  5. Read the disclaimer, and then choose Continue.

  6. Choose Authorize Microsoft Dynamics 365 Online to connect to Yammer.

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

  8. 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

    Customer engagement apps only support connecting to the primary Yammer network. Connecting to External Networks in Yammer is not supported.

  9. 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 customer engagement apps 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 posts to appear.

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

Enable entities for Yammer

Once you've connected customer engagement apps to Yammer, you need to specify which 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?

Important

As of June 26, 2018, Yammer deprecated the Activity stream and its related APIs so auto-posts can no longer be enabled. For more information, see Open Graph Actions & Activity stories.

Additional considerations

When connecting 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 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 customer engagement apps to Yammer connection configuration.

Add Yammer sites to the browser as trusted

Add your Yammer sites to your browser as trusted. For example, for customer engagement apps, 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

Visit the Yammer website