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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM Activity Options
Microsoft Dynamics CRM (Archived)

CRM Activity Options

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Posted on by Community Member

Hello,

I've noticed that depending on the form I'm using, my Activity options are different.

When using the new Social Pane, it's been limited:

CRM-Activity-Social-Pane.jpg

Yet when using the old form I have my full option set:

CRM-Activty-old-form.jpg

I'm wondering how to add the additional options back for the Social Pane.

Any help would be appreciated.

Thank you,

Brianna

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I have the same question (0)
  • Verified answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello Brianna,

    Social Pane is not customizable so there is no way you can add/remove options from list.

  • Community Member Profile Picture
    Community Member on at

    Thank you Andrii.

    How would you recommend tracking letter activities then since they can't be added to the Social Pane?

    Brianna

  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,308 User Group Leader on at

    Hi Brianna, You can use the Activity Associated View such as on the records menu navigation or a Subgrid to display and Add and display letter Activities?

    Best Wishes, Raz

  • Community Member Profile Picture
    Community Member on at

    Great, thank you for confirming this is the best option!

    Brianna

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