Monitor real-time updates in the activity feed to stay current with fast-moving sales, customer projects, and marketing campaigns at your organization.
You'll find the activity feed on your dashboard under the heading What's new.
The activity feed includes automatic updates about the work your colleagues are doing. You can also choose to “follow” updates for up to 1,000 of the contacts, colleagues, and customer records you care most about.
Under What's new, point to the post.
Click or tap Like or Unlike.
Below a post, you'll see the number of people who have liked it, and the names of people who liked the post most recently. Click or tap the counter to see more names.
Click or tap Reply.
Type your comment. You can use up to 250 characters.
In addition to seeing any automatic posts in the activity feed, you can follow customers and other types of records – to see real-time updates to the Microsoft Dynamics CRM customer information you care most about.
Open the contact, account, lead, or other type of record you want to follow.
Click or tap the More Command ().
Click or tap Follow or Unfollow.
On your dashboard, click or tap Advanced Find.
In the Look for drop-down list, click or tap Users.
In the Show group, click or tap Results.
Click or tap the person's name.
At the top of the activity feed, you'll see commands that let you control whether you see posts about everything you follow or a smaller subset.
Under What's new, select one of the following:
All records, and then select the type of records
Both to see automatic posts and posts for the additional things you're following
Auto posts to see only automatic posts
User posts to see only the things you've chosen to follow
You can change the order that record types display in your activity feed so that the ones you care most about are listed at the top.
Under What's new, click or tap All records.
Click or tap Modify this list ( ).
In the Filters My Filters dialog box, select the record types you want to change.
Click or tap Move Up or Move Down to change the order the record types are displayed.
Close the dialog box.
To do this
Submit a post
Alt + P
Post a status update
Alt + S
Follow or unfollow
Alt + L
Delete a selected post or comment
Cancel a deletion
Alt + C
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