Microsoft Dynamics CRM – iPad and Yammer Capabilities Released for CRM Online

Greg Olsen, 07 March 2013

The next release for Microsoft Dynamics CRM Online has been done! CRM Online now includes of the Microsoft Dynamics CRM Online iPad experience for salespeople, as well as new enterprise social networking scenarios offered through Yammer.

Yammer integration will mean you can post messages from Microsoft Dynamics CRM Online to Yammer and vice versa. These messages can be associated with your opportunities, accounts, and other CRM records.

The iPad mobile experience for salespeople using Microsoft Dynamics CRM Online via Safari on an Apple iPad (not the iPad Mini!) running iOS 6.0 or higher.

Below I will show you where to go to access the Yammer configuration within your CRM Online environment.

Administration View (with Yammer)

Click Settings > Administration

Administration Option now includes the following …

Note: if you don’t see the Yammer option, then make sure you have installed the Product Updates from the Administration section of CRM.

Yammer Disclaimer Message

Below is a screen shot of the disclaimer message about the data which will be sent from CRM to Yammer.

Yammer Configuration

Once you select the Authorize option 1, then you will be presented with a Yammer login screen.

Once you have connected your Yammer account to CRM, you will have the complete enterprise social network connected to your instance of CRM. As mentioned earlier, Yammer integration will mean you can post messages from Microsoft Dynamics CRM Online to Yammer and vice versa.

Make sure you check out the new iPad experience for salespeople as well.

Awesome work Microsoft!