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Dynamics 365 Community / Forums / Sales forum / Editing Social Pane
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Editing Social Pane

Posted on by 433

Hi,

Is it possible to change the activities in the Social Pane? A lot of our opportunities are generated through Whatsapp. Im just wondering how could I record this in the social pane.

Thanks as always,

Ted

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Editing Social Pane

    Hi partner,

    Unfortunately, WhatsApp could not be integrated with Dynamics 365. I saw that whasapp provided some api interfaces so that you could develop a data interface between WhatsApp and D365 to import your opportunities data from WhatsApp to D365.

    If you mean you want to add WhatsApp to social pane, it is also not supported in D365. Opening the form editor and double click on "Social pane" you could see the properties of it.

    community380.png

    And we could see the apps shown on the social pane are by designed.

    If you want to know more about integration with WhatsApp, you could refer to the following posts.

    https://community.dynamics.com/crm/f/117/t/271817

    https://community.dynamics.com/365/financeandoperations/f/765/t/298016

    https://umstechlabs.com/use-cases/whatsapp-integration-crm/

    Hope it helps.

    Best Regards,

    Leo

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