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Microsoft Dynamics CRM (Archived)

how to modify the social pane

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Posted on by Microsoft Employee

Hello,

I would like to modify the social pane in a way that it is only possible to create phone calls via social pane. All other activities (Appointments, Emails, etc.) shall only be created via the list icon (Associated Activities View). Is it possible to reach this goal without coding?

Thanks in advance!

Best,

Amber

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  • Verified answer
    Drew Poggemann Profile Picture
    Drew Poggemann 9,079 on at
    RE: how to modify the social pane

    Hi Amber,

    This is not customizable, sorry.  You should think about maybe removing and displaying separate sub-grids that will only display what you want in each section.  

    Thanks,

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