MSCRM 2013 Missing Posts Tab on the New Activity Feeds

Recently I encountered a problem where by I could not see the ‘Posts’ tab on the new activity feeds for out the box entities like Account and Contact. The issue only seemed to occur for my organisations that had been converted from MSCRM 2011 to MSCRM 2013. For any new organisations that I created on 2013 the ‘Posts’ tab was visible. What appears to have occurred during the upgrade process is that I didn’t receive any changes to the sitemap. This meant that I could not see the new CRM 2013 sitemap items like the ‘Whats New’ Activity dashboard, but more importantly I could not see Post Configuration which should be accessible from the Settings. It is within Post Configurations that you can activate posts for given entities. In my case all entities had posts deactivated apart from user. To activate posts and therefor make CRM render the posts tab follow the instructions below.

 

If you can see Post Configurations on the sitemap under settings

The solution is quite simple. All you need to do is activate posts for your chosen entities under Post Configurations. Do make sure that for the entities you activate you also perform a publish customisations.

 

If you can’t see Post Configurations on the sitemap under settings

You need to perform the following steps first to get it on the sitemap.

  • Export an Unmanaged solution that contains just your organisations sitemap.
  • Open the sitemap up in a text editor
  • Paste the following XML in to the Group node with an Id of System_Setting. Note if you wish you can simply paste this xml in to any group node, just CRM defaults it to System_Setting when you create a new organisation.

<SubArea Id="nav_administration" ResourceId="Homepage_Administration" DescriptionResourceId="Administration_SubArea_Description" Icon="/_imgs/ico_18_administration.gif" Url="/tools/Admin/admin.aspx" AvailableOffline="false" />
<SubArea Id="nav_social" ResourceId="Social_SubArea_Title" DescriptionResourceId="Social_SubArea_Description" Icon="/_imgs/area/16_social.png" Url="/tools/social/social_area.aspx" AvailableOffline="false" />
<SubArea Id="msdyn_postconfig" ResourceId="Activity_Feed_Configuration" Entity="msdyn_postconfig" />

  • Import the sitemap with the changes back in to CRM and publish.
  • Refresh your browser and you will now be able to access Post Configurations where you can activate posts for your chosen entities, and of course perform a publish customisations.

 

Quick Tip

Quick Tip

When copying and pasting this code into your sitemap, make sure that the quotation marks surrounding the attribute values look normal. If they don’t, make sure you replace them otherwise you will end up with an invalid XML error when importing

 

One More Thing

If like me you couldn’t see the new ‘Whats New’ Activity feed dashboard for Sales, Services and Marketing you can also add these by editing the sitemap.

 

Under Area SFA make sure you have the following XML


<Group Id="MyWork" ResourceId="Group_MyWork" DescriptionResourceId="My_Work_Description">
<SubArea Id="nav_dashboards" ResourceId="Homepage_Dashboards" DescriptionResourceId="Dashboards_Description" Icon="/_imgs/area/18_home.gif" Url="/workplace/home_dashboards.aspx" GetStartedPanePath="Dashboards_Web_User_Visor.html" GetStartedPanePathAdmin="Dashboards_Web_Admin_Visor.html" GetStartedPanePathOutlook="Dashboards_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Dashboards_Outlook_Admin_Visor.html" DefaultDashboard="2701de60-8f2a-48a4-8262-4a35ca7441fa" />
<SubArea Id="nav_personalwall" ResourceId="Whats_New_Label" DescriptionResourceId="Whats_New_Description" Icon="$webresource:msdyn_/Images/Wall_16.png" OutlookShortcutIcon="$webresource:msdyn_/Images/Wall_16.png" AvailableOffline="false" Url="$webresource:msdyn_/PersonalWall.htm?data=HideUserProfile%3D0" GetStartedPanePath="Dashboards_Web_User_Visor.html" GetStartedPanePathAdmin="Dashboards_Web_Admin_Visor.html" GetStartedPanePathOutlook="Dashboards_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Dashboards_Outlook_Admin_Visor.html">
<Privilege Entity="post" Privilege="Read" />
</SubArea>
<SubArea Id="nav_activities" DescriptionResourceId="Activities_SubArea_Description" Url="/_root/homepage.aspx?etc=4200" Entity="activitypointer" GetStartedPanePath="Activities_Web_User_Visor.html" GetStartedPanePathAdmin="Activities_Web_Admin_Visor.html" GetStartedPanePathOutlook="Activities_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Activities_Outlook_Admin_Visor.html" />
</Group>

 

Under Area MA Add


<Group Id="MyWork" ResourceId="Group_MyWork" DescriptionResourceId="My_Work_Description">
<SubArea Id="nav_dashboards" ResourceId="Homepage_Dashboards" DescriptionResourceId="Dashboards_Description" Icon="/_imgs/area/18_home.gif" Url="/workplace/home_dashboards.aspx" GetStartedPanePath="Dashboards_Web_User_Visor.html" GetStartedPanePathAdmin="Dashboards_Web_Admin_Visor.html" GetStartedPanePathOutlook="Dashboards_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Dashboards_Outlook_Admin_Visor.html" DefaultDashboard="B46AEB74-BF0C-44FB-8158-9575588D1B57" />
<SubArea Id="nav_activities" DescriptionResourceId="Activities_SubArea_Description" Url="/_root/homepage.aspx?etc=4200" Entity="activitypointer" GetStartedPanePath="Activities_Web_User_Visor.html" GetStartedPanePathAdmin="Activities_Web_Admin_Visor.html" GetStartedPanePathOutlook="Activities_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Activities_Outlook_Admin_Visor.html" />
</Group>

 

Under Area CS Add


<Group Id="MyWork" ResourceId="Group_MyWork" DescriptionResourceId="My_Work_Description">
<SubArea Id="nav_dashboards" ResourceId="Homepage_Dashboards" DescriptionResourceId="Dashboards_Description" Icon="/_imgs/area/18_home.gif" Url="/workplace/home_dashboards.aspx" GetStartedPanePath="Dashboards_Web_User_Visor.html" GetStartedPanePathAdmin="Dashboards_Web_Admin_Visor.html" GetStartedPanePathOutlook="Dashboards_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Dashboards_Outlook_Admin_Visor.html" DefaultDashboard="15e19ce1-819e-4789-a5aa-ea4fe1741568" />
<SubArea Id="nav_activities" DescriptionResourceId="Activities_SubArea_Description" Url="/_root/homepage.aspx?etc=4200" Entity="activitypointer" GetStartedPanePath="Activities_Web_User_Visor.html" GetStartedPanePathAdmin="Activities_Web_Admin_Visor.html" GetStartedPanePathOutlook="Activities_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Activities_Outlook_Admin_Visor.html" />
</Group>

If in doubt over any of this you can always create a new organisation, export the sitemap and take the XML you require to place in to your ‘broken’ sitemap.

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