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Microsoft Dynamics CRM (Archived)

adding social pane

Posted on by Microsoft Employee

Hi all,

How to add social pane in a custom entity in dynamics 365?i am not able to see in form properties.

Please help me

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  • RE: adding social pane

    You must have "NOTES" checked as well; which I discovered by not checking it (we don't use "NOTES") but then being unable to add the Timeline to the form.

    So, in reality, the answer is that both NOTES and ACTIVITIES must be checked to use the built in Timeline

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: adding social pane

    Thanks Hilde verhoeven.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: adding social pane

    Hi,

    I created a new custom entity as below. I could see the social pane in the custom entity's form.

    1731.2.PNG

    1731.2.PNG

    BR,

    Judy

  • Verified answer
    Hilde Verhoeven Profile Picture
    Hilde Verhoeven 50 on at
    RE: adding social pane

    Hi,

    At the entity level of your custom entity you have to check "Activities" in the communication section. If you have done that at creating, the form has automatically the social pane.

    If you do it later, go to the form, click  the tab "Insert" and choose "Timeline". (version 9.0)

    Kind regards

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