<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=259446424624044&amp;ev=PageView&amp;noscript=1">

Fullscope Blog

A real-world look at digital transformation.

Social Pane – Change the default from Activities to Posts or Notes in Microsoft Dynamics CRM 2013

By David Kohar | February 4, 2014

In Microsoft Dynamics CRM 2013, on many of the new forms there is a Social Pane that efficiently allows you to view and add Activities, Posts and Notes to the record.

In some instances, you will want the default "Activities" to display first with "Posts" and "Notes" being one click away. 

Screenshot of social pane showing posts, activities, and notes

If you want to change which is the default, you can make this change with the Customization Toolkit by doing the following:

  1. Open the Record Form – Under the "…", click "Form"
  2. Under the "Social Pane" Section, double click on the "Notes Properties"
  3. Change the "Tab" that you want to be the Default (see screen shot below)
  4. Save and Publish

Activities Tab Properties - Customization

You will now have the new Tab show up by default.

How to show one social tab by default

If you would like to know more about Microsoft Dynamics CRM (now Dynamics 365), please reach out to us! Meanwhile, learn how to prep and import data for Microsoft Dynamics 365 for sales with this free technical guide: 

Free Tech Guide

About David Kohar

David has an extensive track record within the CRM marketplace and has been involved in the CRM industry since it began. His knowledge has established him as a leading expert in Microsoft Dynamics CRM. David leads Sales Support, Corporate Adoption Programs and Solutions for prospective and current customers.

Comments

Latest Posts