Microsoft Dynamics® CRM Training
Filters for Activity Feeds
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In Microsoft Dynamics CRM, Activity Feeds embrace Social Media conventions by taking cues from applications like Twitter, Facebook, and Yammer. The “What’s New” wall is an Activity Feed that displays posts regarding records or Users you follow and posts regarding to you, or posts regarding an open record.
In this lesson, we’re going to focus on your personal wall. By default, there are six filters that can be applied to the posts in this wall. You can configure the order and appearance of five of them by clicking All records, and then clicking the settings icon in the bottom right corner of the inline menu.
A window opens where you can change the order of these filters and choose whether or not they are displayed. In this tutorial, we are going to add more default filters, as well as a custom one.
Creating a System View
- Navigate to Settings > Customization > Customizations > Customize the System.
- Drill down into the entity you want to create a System View for. Click Views.
- In the toolbar, click New.
- A View Properties dialog opens. Give the View a Name and Description, and then click the OK button to close the dialog.
- You can then configure a new View. When you are done, click Save and Close.
- Before you can use the View, you must publish the entity.
Now that a new System View is created, you can add it as a filter to your personal wall from a Post Configuration. This is where you can add existing and custom Views as filters.
Adding filters to the personal wall
- Navigate to Settings > System > Post Configurations.
- Open the entity containing the View you want to add as a filter to the personal wall.
- Once the Post Configuration form opens, scroll down to the Filters area.
- This is where you can see a list of available filters. The Status column indicates whether or not the filter is shown. Select the desired filter, whether custom or default, and click Show. If you wanted to hide a visible filter, you’d click Hide.
- Click the Post Configuration tab of the ribbon and click Save.
- Click the Customize tab of the ribbon and click Publish Entity.
For more tips, tricks, and tutorials, please refer to the Success Portal and blog.xrm.com.