Manually Setting Up Activity Feeds on Forms in Microsoft Dynamics CRM 2011

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Microsoft Dynamics 2011 Activity Feeds provide real time notifications and quick sharing of information via quick, short updates. The solution is available on the Dynamics Marketplace here. If you are an online user, and you do not use multiple forms on the entities you want to highlight, simply download, import and publish the solution. You would then go to configure your post entities (step 1 below) and then you are good to go.

If you are using Microsoft Dynamics CRM and you have multiple forms configured for an entity on which you wish to display the Activity Feed wall, you will need to download, import and publish the solution, and then you will need to follow the steps below to ensure the activity feeds are visible on the forms you want to display the wall.

1. Once you have imported and published the Activity Feed Solution, you need to enable yourimage selected entities and enable wall posting. Settings > System > Activity Feeds Configuration. Note that this form uses a text field for entering the entity name (not the more common lookup) and you will need to be careful to use the logical name. Also check the “Enable walls” box. You will need to go then to the entity you enabled and publish it individually.

2. Open an entity form for the entity you want to enable for activity feeds. In this example, we are using accounts. Open the Form Editor.

    • Insert > Tab > One Column
    • Open the Tab to edit the Tab Properties > Display
      • Name= tab_recordwall
      • Label = Record Wall
      • Uncheck “Expand this tab by default”
    • Tab Properties > Events
      • Form Libraries, add msdyn_/ActivityFeeds.Form.js
      • In event handlers, Add
        • Library: msdyn_/ActivityFeeds.Form.js
        • Function: ActivityFeeds.Form.CustomizationUtils.updateRecordWallRenderingState
        • Check “Enabled.
        • Check “Pass execution context as first parameter.

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3. Save your changes to the tab and return to the form editor. Select the section inside of the Record Wall Tab. Set to ‘One Column’.

4. Back in the Form Editor, click Insert > Web Resource

  • General Tab
    • Web resource = msdyn_/RecordWall.htm
    • Name = RecordWall
    • Visible by Defualt = checked
    • Pass record object…= checked
  • Formatting Tab
    • One column
    • 15 rows (this is flexible, but 15 is standard the standard look).
    • Display border = yes
    • Scrolling = as necessary

5. Save, publish and go!

 

Post by: Brad Koontz, Customer Effective

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