How to install and configure the Yammer Component for Sage CRM - Sage CRM Support and Insights - Sage CRM - Sage City Community

How to install and configure the Yammer Component for Sage CRM

The instructions in this article apply to Sage CRM 2017 R2, 2017 R1, and 7.3 with or without any SP.
We assume that you already have a Yammer account.

To install and configure the Yammer Component, complete the following steps:

Step 1: Register a Yammer app

For additional information, see Register an app with Yammer in the Yammer documentation.

  1. Log in to your Yammer account.

  2. In the top left part of the Yammer window, click the cog icon, and then click Apps:

  3. In the top right part of the Yammer window, click My Apps.

  4. Click Register New App.

  5. Fill in the required fields to register your app.
    In Redirect URI, enter the Sage CRM access URL in the format https://<Server IP Address>/<InstallName>

    For example: https://192.168.1.6/CRM

  6. Click Continue.

Step 2: Configure JavaScript origins for your app

  1. Under My Apps, click Basic Info:


  2. In Javascript Origins, enter the Sage CRM access URL in the following formats:

    • http://<Server IP Address>/<InstallName>

    • http://<Server Name>/<InstallName>

    Example

  3. Click Save.

Step 3: Take note of your app's client ID

  1. Under My Apps, click the name of your app, for example:


  2. Take note of your app's client ID, for example:


    You will need this client ID in Step 5: Add your app's client ID into the Yammer Component files.

Step 4: Download and install the Yammer Component

  1. Download the Yammer Component.

  2. Upload and install the component in Sage CRM.
    For instructions, see Uploading and installing components in the System Administrator Help posted on the Sage CRM Help Center.

Step 5: Add your app's client ID into the Yammer Component files

In the following files on the Sage CRM server, replace all instances of the string YOUR-APP-CLIENT-ID with your app’s client ID:

  • <Sage CRM installation folder>\WWWRoot\CustomPages\Yammer\lib\yammerInit.js

  • <Sage CRM installation folder>\WWWRoot\js\custom\YammerGadgetInit.js

Examples

File

Before

After

yammerInit.js

YammerGadgetInit.js

Step 6: Log in to Yammer in Sage CRM

  1. Log in to Sage CRM.

  2. On the main menu, click My CRM | Yammer.

  3. If prompted, allow to forward your credentials to the Yammer app.

  4. If prompted, enter your Yammer logon credentials.

    You may need to click Log in with Yammer to log in.
    During logon, you may be redirected to the Office 365 logon page. 
    Once you log in, the contents of your Yammer account should display in My CRM | Yammer.

Read the complete post at community.sagecrm.com/.../yammer-component-installation-walk-through-on-premise-only.aspx