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Microsoft Dynamics CRM (Archived)

How to edit NEW PHONE CALL form.

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Posted on by

Dear Team,

How can i edit NEW PHONE CALL form and NEW TASK form on lead entity.

I want to add status and due date on New Phone call form.

0310.Phone-call.png

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I have the same question (0)
  • Aileen Gusni Profile Picture
    44,524 on at

    Abhijit,

    There is no way to customize this social pane, your picture showing social pane.

    Thank you.

  • Suggested answer
    Mahendar Pal Profile Picture
    45,095 on at

    You can't modify social pane as said by others as well

    Workarounds are remove social pane and add sub grids for phone call and task over lead entity and create record from there or setup command buttons for phone call or task, these option will open entity forms which you can modify accordingly.

    Thanks

  • Mahendar Pal Profile Picture
    45,095 on at

    Also you vote for this suggestion in Connect: connect.microsoft.com/.../1512562

  • Abhijit Kadam Profile Picture
    on at

    I had voted for the suggestion. Please vote for the bellow link also please tell your collouge or friend to vote.

    connect.microsoft.com/.../1512562

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