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