Activity Feed – Auto Follow based on CRM Conditions via Workflow

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:

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Here is how to set the auto follow via CRM Workflow:

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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.

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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:

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Frank Lee
Microsoft Dynamics CRM MVP since 2006

About Frank Lee

Microsoft Dynamics 365 CRM/xRM consultant in San Francisco, USA.  Awarded the Microsoft MVP (Dynamics 365/CRM) 12 consecutive years from 2006 to 2018. Actively involved with Microsoft Dynamics CRM implementations since Microsoft CRM v1.0 beta (2002). Super passionate about everything CRM, especially in the areas of Cloud Computing, A.I., Digital Transformation and Automation.
This entry was posted in Advanced Find, CRM 2011, CRM Design, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Workflow, Microsoft Dynamics CRM, MS CRM and tagged , , , . Bookmark the permalink.

2 Responses to Activity Feed – Auto Follow based on CRM Conditions via Workflow

  1. I want to create a job or workflow for when I change the status of an entity (Incident) to “finish” or “cancel” stop automatically following this record, Could you tell me what to do?

  2. info says:

    Where in the SQL databse tables, these “Follow”ed records gets stored?

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