Stay up-to-date with customer news with the activity feed
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.
Like or unlike a post in the activity feed
Under What's new, point to the post.
Select 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. Select the counter to see more names.
Comment on someone's post in the activity feed
Under What's new, point to the post.
Select Reply.
Type your comment. You can use up to 250 characters.
Follow or unfollow a contact, account, lead, or other customer info
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 Dynamics 365 Customer Engagement (on-premises) customer information you care most about.
Open the contact, account, lead, or other type of record you want to follow.
On the command bar, select the More Commands button (
).Select Follow or Unfollow.
Follow or unfollow a colleague
On your dashboard, select Advanced Find.
In the Look for drop-down list, select Users.
In the Show group, select Results.
Select the person's name.
Select the More Commands (
).Select Follow or Unfollow.
Control which types of posts you see in the activity feed
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
Note
The activity feed in classic mode has a flyout to create new custom activity records under the ellipsis. This flyout can only contain up to 10 custom activities.
Change the order that record types are listed in your activity feed
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, select All records.
Select Modify this list (
).In the Filters My Filters dialog box, select the record types you want to change.
Select Move Up or Move Down to change the order the record types are displayed.
Close the dialog box.
Use keyboard shortcuts in activity feeds
| To do this | Press this |
|---|---|
| Submit a post | Alt + P |
| Post a status update | Alt + S |
| Follow or unfollow | Alt + L |