Social Pane – Change the default from Activities to Posts or Notes in Microsoft Dynamics CRM 2013

 In Microsoft Dynamics CRM Blog

In Microsoft Dynamics CRM 2013 on many of the new forms there is a Social Pane that efficiently allows you to view and add Activities, Posts and Notes to the record.

In some instances, you will want the default “Activities” to display first with “Posts” and “Notes” being one click away.

 

 

If you want to change which is the default, you can make this change with the Customization Toolkit by doing the following:

  • Open the Record Form – Under the “…”, click “Form”
  • Under the “Social Pane” Section, double click on the “Notes Properties”
  • Change the “Tab” that you want to be the Default (see screen shot below)
  • Save and Publish

 

You will now have the new Tab show up by default.

 

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David Kohar
David has an extensive track record within the CRM marketplace and has been involved in the CRM industry since it began. His knowledge has established him as a leading expert in Microsoft Dynamics CRM. David leads Sales Support, Corporate Adoption Programs and Solutions for prospective and current customers.
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