Editing the phone call form on the social pane

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Posted on by Ciaran Reynolds

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Hi guys,

On the social pane there is an option for 'Add phone call'. Is there any way I can edit the little form that appears after clicking on it? I want to remove due but I also want 'call with' to relate to the potential customer (relating contact). The image below is from the opportunity entity.

657686.Capture.PNG

Any help would be appreciated. Thanks.

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Martin Miller on at

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RE: Editing the phone call form on the social pane

The form that you would want to edit is 'Quick Form', not 'Phone Call Reference Panel' as suggested by others.

However, you can not edit 'Quick Form' it is locked down totally.

One of the stupidest implemented features in Dynamics.

So far I have found no supported solution to this dilemma!
Gampi Reddy 85 on at

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RE: Editing the phone call form on the social pane

Expand **Phone call Enity ** under this click on forms >>> open Phone call reference pane (quick view form )..then you can see due field.. remove it
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Nithya Gopinath 17,076 on at

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RE: Editing the phone call form on the social pane

Hi Ciaran,

See the community thread below.

community.dynamics.com/.../194860
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Community Member Microsoft Employee on at

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RE: Editing the phone call form on the social pane

I don't think it's possible. refer this:

dynamicsofdynamicscrm.com/.../lessons-learnedcustomizing-the-social-pane-in-dynamics-crm