Book Image

Microsoft Dynamics CRM Customization Essentials

By : Nicolae Tarla
Book Image

Microsoft Dynamics CRM Customization Essentials

By: Nicolae Tarla

Overview of this book

<p>Dynamics CRM is Microsoft's answer to customer relationship management. The platform's flexibility allows system customizers to enhance its functionality to map any kind of business and scale to any size.</p> <p>Through this practical guide, you will develop a vital and holistic understanding of the key features of Dynamics CRM. You will work with entities within the existing modules, learn how to customize and extend entities, and explore how to create logical relationships between them. You will also look at business rules and business process flows and learn how to use these features to enforce and visually enhance user experience. Furthermore, you will customize business entities without using code and cover the new features in Dynamics CRM. By the end of the book, you will have acquired new marketable skills in developing software for businesses running Dynamics CRM.</p>
Table of Contents (13 chapters)
Microsoft Dynamics CRM Customization Essentials
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Configuring activity feeds


The configuration of the Activity Feeds window is grouped into two separate menus on the Settings ribbon, shown as follows:

Activity feeds configuration

The Activity Feeds Configuration menu is where you get access to all the active and inactive post configurations. There are individual records for each entity that has activity feeds enabled. Each post configuration record contains a reference to the entity it applies to, a setting to enable or disable the activity feeds wall, as well as a grid with all the specific rules and their respective statuses as they apply to this entity.

Activity feeds rules

Using the Activity Feeds Rules menu, you can get a list of all the rules configured in the system. The default view is All Activity Feeds Rules, which presents information about the rule, the entity it references, as well as the status. Each rule must be enabled for it to participate in the processing. You can enable or disable rules as needed at different times.