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Setting Up The “Follow” Functionality In Dynamics CRM

By Ram Kiran Yarramasu posted Jun 25, 2021 08:41 AM

  

In Microsoft Dynamics 365, you can follow records for the out of box entities like leads, accounts, and contacts. You can also see a view name “Leads I follow”, “Accounts I follow” or “Contacts I follow”. But what if you want to follow a record of a custom entity and see all the records you followed in a view for that entity?

In this blog, let’s go through the step-by-step procedure to set up the “Follow” functionality for a custom entity.

Here you go.

We have a custom entity named “Staff” and there are only two views for this custom entity (before setting up the “I follow” functionality) as shown in the image below.

 

Setting Up The “Follow” Functionality In Dynamics CRM - AhaApps

Once the “I follow” functionality is enabled, the command bar will show “Follow/Unfollow” buttons and you will see a couple of views generated automatically. Before enabling it, if you open the record the command bar looks something like the image below.

Setting Up The “Follow” Functionality In Dynamics 365 - AhaApps
  • Now, let us enable the functionality. Here are the steps: Look for the custom entity, in my case, I’m looking for “Staff”. If it isn’t visible, then click on the “refresh” button (highlighted in red circle). Right now, you can see the “Staff” entity in the list below which is circled in red and the status of this entity is “Inactive” (highlighted in Yellow).
  • We need to go to “Settings” and then go to “Activity Feeds Configuration”
Setting Up The “Follow” Functionality In Microsoft Dynamics 365 - AhaApps
  • Look for the custom entity, in my case, I’m looking for “Staff”. If it isn’t visible, then click on the “refresh” button (highlighted in red circle). Right now, you can see the “Staff” entity in the list below which is circled in red and the status of this entity is “Inactive” (highlighted in Yellow).
Setting Up The “Follow” Functionality In Microsoft Dynamics CRM - AhaApps
  • The Status shown in the above image needs to show “Active” in order to set the functionality to follow a record from a custom entity. So, select the entity and click Activate.

Follow Functionality for Microsoft Dynamics CRM - AhaApps


  • A popup will appear to confirm post configuration activation. Click on Activate.

 

Follow Functionality for Microsoft Dynamics 365 - AhaApps
  • You will get an alert saying “You will need to publish the related entity form wall changes to take effect”. Click on Ok.
CRM Support - AhaApps
  • Now go to the “Staff” entity, you will see new views created by the system when you activate the configuration. (New views are highlighted in yellow in the image below)
Dynamics CRM Support Services - AhaApps
  • You will “Follow/unfollow” buttons in the command bar, if you select a record from the view or if you open a record as shown below.

Dynamics 365 Support Services - AhaApps

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