Intro about Yammer in MSCRM 2011:
Highlights:
What
is Yammer and how
should you use
it
The quick
answer is Yammer is social networking for your company, a bit like a Facebook
and twitter for a company. Only
company domain users can access the company Yammer site.
Yammer is designed for private communication for members of
an organisation/company
The purpose of Yammer is to
enable and improve efficiency regarding company communication,
collaboration, file sharing, knowledge sharing and team efficiency.
Yammer in MSCRM 2011:
Highlights:
A handful of features
trickled out for CRM Online after the December Update or Polaris release.
Both the iPad Sales Experience and now an integration with Yammer were released in what we’re calling “Polaris Plus”. These two new features, along with
the Polaris release, are available for CRM Online only. These components should be available for
On Premise deployments when Orion is released later in 2013.
First off, you must have a
Yammer Enterprise account to be able to enable the Yammer integration with
CRM. I can see this requirement going away in the future, but for now,
the Enterprise account needs to be obtained first which comes with a $3 per user
per month price tag.
Another important thing to
note is that if you enable the Yammer integration, then Activity Feeds
for user posts go away. Activity Feeds are still used for system posts, but for user posts,
Yammer will replace the Activity Feeds that used to display. Also, once you enable Yammer, you cannot disable it and
go back to using Activity Feeds for user posts. Therefore, be absolutely sure you want to
update your organization to integrate with Yammer before you do so.
One limitation is that there currently is no
migration plan to move the old Activity Feed User Posts to Yammer User
Posts. User posts in Activity
Feeds will still be in the CRM database, but will not display in the CRM UI.
When individual users hit
a Yammer page for the first time in CRM, they’ll be prompted to log in.
The Yammer
email address used to log in must match their CRM User’s email address
Some of the features
that you can perform with Yammer within CRM are:
·
Like and reply to
messages
·
See where the message
was created from
·
Click on the thread to
view within Yammer.com
·
Preview docs, download
docs, and even add comments to certain documents (such as Word) that other
users will see when they preview the document.
·
Follow / Unfollow
specific records (e.g., Opportunities) from CRM – This will automatically
follow and unfollow the record in Yammer
·
Post to specific
Yammer Groups or Users
·
Mention Users in posts
using @
Highlights:
Activity feed
vs Yammer
|
Feature
|
CRM 2011 Activity Feed
|
Yammer
|
|
Social Networking
|
Users are CRM 2011
users. Can mention a user to get them into a conversation. Can create a
conversation thread. Personalization is available using picture upload
feature.
|
Yammer provides User
profiles, and a searchable member directory. The Org Chart gives you a peek
at the company structure. Gamification is in play, with recognition badges
for employees and leaderboard stats for thing like replies and liked
messages. Users can create Polls, organize Events and ask question over the
network. For conversations that are confidential, Private Messages enable a
private dialog with one of more coworkers.
|
|
Team Collaboration
|
There is no concept
of teams or groups for the Activity Feed itself. Access to records in the
feed is controlled by CRM security. Activity feeds are at the organization
level.
|
Groups can be
leveraged to collaborate on files in the context of projects, get feedback
and track versions. The concept of Pages is used to display team goals,
compile notes, and draft documents together online. Broadcast announcements
to your group, see popular files or Pages and enable sharing between related
groups.
|
|
Content
Collaboration
|
Cannot share files
or attach files in a conversation. CRM records can be mentioned. No search
available as of UR9.
|
Files, Versioning
and Pages help teams work together seamlessly. In addition, one of the great
features is a full text search, which provides categorized results
immediately as search terms are entered. Files can be emailed directly from
the team workspace.
|
|
Mobile Access
|
Access to Activity
Feeds through CRM Mobile app
|
Yammer has native
apps for the following:
iPhone and iPad
Windows Phone
Andriod phone and
tablet
Blackberry
In addition, there
is a windows desktop application available.
|
|
External Integration
|
Possible using SDK -
need to write code to use the CRM webservice.
|
Yammer is tightly
intergrated with multiple productivity applications. Dynamics CRM is one of
them, with updates on accounts, opportunities, campaigns, leads, and more
funneled to the Ticker. These records are then surfaced in Universal Search
results.
|
Availability of Yammer For IFD :
Highlights: Yammer is Online only at the moment
Configuration of Yammer in Online :
Highlights: step by step Installation
