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Microsoft Dynamics CRM (Archived)

Dynamics 365 Social Pane - can it be copied to Account->Information form?

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Can the "Social Pane" section on the Account->Account form be moved to the Account->Information form?

It is far more useful than just the Activities section alone as seen on the Account->Information form.  Is it just a matter of copying the section from one solution entity form to the other (.e.g. Account->Account to Account->Information)?

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  • Community Member Profile Picture
    on at
    RE: Dynamics 365 Social Pane - can it be copied to Account->Information form?

    Hi,

    Unfortunetly is not possible to move the "Social pane" from a form to another form.

    Regards,

  • Suggested answer
    Syed Ibrahim Profile Picture
    6,257 on at
    RE: Dynamics 365 Social Pane - can it be copied to Account->Information form?

    Hi Thomas,

    You can enable and disable on the form which ever you need.

    Select the notes an delete if you don't want to shown on the form.

    3125.notes.PNG

    For showing the required  activities header with custom name . pls follow the below link.

    http://mscrm365.blogspot.sg/2017/03/rename-social-panel-notes-tab-in-crm.html

    Hope this helps. Pls mark it as Answered/Verified to close the thread if suggestion resolved your query

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