Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) Looking for a good way...

Looking for a good way to show posts on multiple entities

(0) Share

Report

Posted on by Community Member Microsoft Employee

Hey All,

I have a situation where posts on the social pane on leads (the area where is says posts/activities/notes) does not carry over to the opportunities when being qualified. Is there a way to show the lead posts on the opportunity page as well? I don't need to copy them, just display them really.

Thanks!

*This post is locked for comments

All responses (5)

Answers (0)

Community Member Microsoft Employee on at

Like (0)

Report

RE: Looking for a good way to show posts on multiple entities

I was looking at a web resource, but could not find our how to specifically do this for posts. Any guidance would be most appreciated
Suggested answer

Community Member Microsoft Employee on at

Like (0)

Report

RE: Looking for a good way to show posts on multiple entities

Instead of coping over, I would recommend you to create a web resource to show the posts. It is much reusable that you can plug the web resource to some other form and having it configurable.
Chadi Tannous 1,037 on at

Like (0)

Report

RE: Looking for a good way to show posts on multiple entities

Unfortunately no, you need to write c# code for that
Community Member Microsoft Employee on at

Like (0)

Report

RE: Looking for a good way to show posts on multiple entities

Is there a good plug in you know of that would do this?
Chadi Tannous 1,037 on at

Like (0)

Report

RE: Looking for a good way to show posts on multiple entities

you cannot do that out of the box

you have to do a plugin that will create similar posts that are related to the Opportunity on qualification of the lead