Monday, 31 October 2016

Tag Users and Records in Posts in Dynamics CRM

Hi,

Social Pane in CRM is very useful to the end users where they can track of Activities and Notes. Most of the users end up ignoring the Posts features. In this post, I would like to give the information about Posts in CRM.

Posts - Its looks very much like the wall on your Facebook and LinkedIn. Most of the users see automated Posts which are generated in the system when a new record is created, or opportunity is won etc..
Users can create posts and they can also tag other users or records. When the user make a post on the social pane of the record by tagging the other user that will be visible in the What's new section.
Tagging users or even other records in a post is easy – all you have to do is type the @ symbol.

Users will be presented with a list of possible records based on what they have viewed recently in CRM. User can select one of the records listed or click on Look up more records, which shows the familiar search dialog box.
After finding the user or record you want to tag, you will see the record’s name in the post displayed in brackets. Now you can write the rest of the text and you can even tag another record.

This post is now visible on your page, on your colleague’s page, and on the page for the tagged opportunity


Hope this helps.
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Happy CRM'ing

Gopinath

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