Regular readers of our blog are likely familiar with the concept of following records in Dynamics. But… what if you want to add this functionality to a custom entity that you created? In today’s blog, we will walk you through how to set this up in Dynamics 365.

In our example, we created a new entity called Funds and our client wants to be able to choose records – ad hoc – to follow as opposed to having a potentially large list of records with which to work. We have three funds currently (as shown below) but there will be plenty more added to the system. The client wants to follow the Fidelity fund and also be able to add other funds to a ‘Funds I Follow’ list in the future.

This is our snazzy new Funds entity with its 3 records:

Machine generated alternative text:
Dynamics 365 
Home 
C) Recent 
Pinned 
My Work 
Activities 
Dashboards 
Customers 
Accounts 
A Contacts 
Funds 
CORE 
CRM Hub 
Show Chart New Delete 
Active Funds 
Fund Name 
Barclays Mid Federal Bond ETF 
Barclays Real Return Bond ETF 
Joe CRM 
Refresh 
Email a Link 
Firm 
Barclays 
Barclays 
Fidelity 
Search for records 
Value 
$560,000.00 
ABC 
Fidelity MSCI Europe Hi Qual Hdgd to CAD ETF 
- 3 of 3 (0 selected)

We can see that the Funds entity has only two views currently:

Machine generated alternative text:
Show Chart New Delete 
Active Funds 
System Views 
Active Funds 
Inactive Funds 
Barclays Mid Federal Bond ETF

When I Follow functionality has been enabled, the Funds entity will have the Follow/Unfollow command buttons and a couple of views automatically. The underlying technology for this is called Activity Feeds and we will need to navigate to the system settings and into Activity Feeds Configuration to enable this functionality. These are the steps:

Click on Advanced Settings:

Next, open Activity Feeds Configuration:

Now that we are in the Post Configurations view within the Activity Feeds Configuration settings, we need to refresh the view because our custom entity will not be in this view yet, so go ahead and click Refresh:

Now, locate the custom entity and click ACTIVATE and then OK:

Click Activate and then OK. Next, publish your solution that contains the custom entity by clicking Publish All.

Machine generated alternative text:
Confirm Post Configuration Activation 
Are you sure you want to activate the selected 1 Post Configuration? 
This will set the Post Configuration to the Active state. 
Goal 
Activate 
Inactive 
Cancel

Machine generated alternative text:
This site says... 
You will need to publish the related entity for form wall 
changes to take effect. 
OK

And that’s it!! Now, when you go to the Funds entity you will see the Follow and Unfollow buttons, which will add a record (or remove it) from the Funds I Follow view:

Machine generated alternative text:
Show Chart 
Ill Delete 
Funds I Follow v 
Fund Name 
CD Refresh 
Email a Link 
Flow 
Firm 
Fidelity 
Value 
Fidelity VISCI Europe Hi Qual Hdgd to CAD ETF 
Run Report v 
Search for records 
$560,000.00

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Happy D365’ing!

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Joe D365

Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.