Skip to main content

Notifications

Announcements

No record found.

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

Editing Social Pane

(0) ShareShare
ReportReport
Posted on by 460

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 16,331 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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,642 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,371 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans