Learn how integrating Yammer with SharePoint is nothing new but extending that functionality and introducing it to your sales team is a game changer.
- [Instructor] Yammer is to Dynamics like Chatter is to Salesforce. And so depending on how many CRMs you've worked with, a chat feature is a pretty standard thing. And so I want to make sure that you know how to integrate Microsoft's chat feature into Dynamics. So what we're going to do is we're going to go out to our settings, and we're going to go to Administration and Yammer Configuration.
Okay, so you go through this process of authorizing it and all of that. That's just to say that you're deciding whether or not this is public and private. In order to find that Yammer network, I just had to come up to my menu here and go up to Yammer, and then that was where I found what my Yammer network was, that lls.onmicrosoft.com. If you come out here and you haven't created a network, then you would go on ahead and go through that process as well. The other thing that you're going to want to do if you want to integrate Yammer is you're going to want to go out into your Office 365 SharePoint admin settings.
So you're going to go into your SharePoint Admin Center, and under those settings, you're going to select that you want to use Yammer.com service instead of the SharePoint Newsfeed. So by default, it's set up for the Newsfeed. So integrate Yammer with Dynamics, and then go out to your Office 265 SharePoint Admin Center and use the Yammer.com service. You click OK, and you can get out of that, and you can get out of that.
And now, let's actually see it in action. So if you want to start using Yammer, let me show you. There's one more thing you're going to have to do, but it's great, because Dynamics will walk you through it. So, for example, if I go to this Coho Winery and I want to do some Yammer activity around my contact Cat, notice what happens in that Yammer integration. It says, you know, you can't really do Yammer until you follow the account, and that starts to make sense as to why we have this choice between a newsfeed from SharePoint because we can follow documents on SharePoint and how we follow accounts inside of Yammer, and that activates or cascades down across the contacts.
So all I have to do is go back to the Coho Winery and click on the ellipsis up at the top and hit Follow. And now if I go to Cat Francis, now, I have to follow her too. So it doesn't cascade down automatically. But watch what happens as soon as I hit follow. Now, the Yammer refreshes so that I can put something in it. Hey, look at that! So, I'm just going to say, you know, Visited Cat today.
Okay, and then I can post that then out, and if you have groups already set up in Yammer, then you could just post to a particular group. So, when I went out and I set up the Yammer network, All network shows up automatically, but you can create just like a sales network, so that's what I did, and then I could even add additional people to notify that I had updated this on Yammer. So I'll hit Post. All right, so it shows up here inside of Cat, and then if I also go up to my Yammer network, you'll see that what I just posted shows up in my feed, and it even tells me that it's a post inside of my sales group.
So see, I have the filters over here on the left-hand side. So this is like a really big deal. I'm not really sure how much people are using Yammer out there, but to me, inside of a sales scenario, it's ideal, and it's a way for you to really allow other people who aren't in a sales capacity really help to feed you leads and feed you opportunities. So any sort of contact that people have with your clients, if they're inside of Dynamics, you know, they can report this out to the Yammer network, and then you can get people outside of your sales organization to say, oh, you know what, I went by that winery the other day, and, you know, now I know to kind of mention that I know you or whatever it is, to just sort of keep that conversation moving and going socially within your organization.
Okay, one last thing I want to show you. There is a Yammer webpart that you can add, and it's a code snippet, nothing to be too freaked out about. So over on Yammer, do you notice how down at the bottom, you've got these access options? You can embed this feed in your site, and it's just literally right here. So I don't have to know any of this code. I just have to copy it. So click on that, go back into your site. I'll go to my page, edit my page, and what we're going to put on this page is we're going to put an Insert > Embed Code, and you'll just paste this in and hit Insert.
It won't show you the preview in the Embed Code. You have to put it in first. All right, and then you can save that. Ah, look at that. And now we're really starting to put together some cool integration pieces, right? So now we've got our Yammer webpart that's showing up directly inside of our SharePoint site. So again, we don't have to go to Yammer, and we don't have to go to Dynamics to integrate with this community. Integrating Yammer with SharePoint, that's nothing new.
I mean, it may be new to you, but it's really not new. But extending that functionality and introducing it to your sales team, I think you're going to see a lot of really good user adoption around this if you integrate.
- Adding documents in Dynamics
- Editing a document
- Viewing documents in SharePoint
- Fixing a broken connection
- Working with content types
- Creating a content type
- Using OneNote
- Integrating with Yammer
- Seeing CRM data in Delve
- Creating surveys with Voice of the Customer