The Microsoft Dynamics CRM 2011 Activity Feed offers a very practical internal facing social communication tool. Since it is produced by Microsoft and is available as a FREE solution – I’d recommend everyone to check it out and take advantage of it.
A good example would be to setup an auto follow workflow based on specific conditions – I want to follow CRM Accounts that are customers and are in the “California” territory:
Here is how to set the auto follow via CRM Workflow:
The “Follow” entity allows for our auto follow based on the above workflow conditions.
This entity only asks for two inputs – the regarding CRM record that the owner (user) wants to follow.
That’s about it. If you are familiar with Microsoft CRM Workflow – then this rule takes about a few minutes to setup!
I know some of you would like to know how to remove existing follows “unfollow” – the easiest way would be to use the Microsoft CRM Advanced Find – the Follows entity is available to take action on:
Microsoft Dynamics CRM MVP since 2006