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Changing the Dynamics 365 Social Pane View to Activities

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woman with phone 300x203 Changing the Dynamics 365 Social Pane View to Activities

In today’s blog, we will walk through the steps on how to change the Dynamics 365 Social Pane View to Activities on a form.

1. Open the Form you would like to change.

2. Click Form Editor.

3. In Form Editor, double click the middle section of the Social Pane.

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4. Click the Show All drop down in the Filter by section

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5. Select Show Selected in the Filter by section.

6. Select the Activities module.

7. Click Ok.

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8. Click Save.

9. Click Publish.

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Now you know how to change the Dynamics 365 Social Pane View to Activities on a form. For more helpful tips and tricks, be sure to subscribe to our blog!

Happy Dynamics 365’ing!

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The post Changing the Dynamics 365 Social Pane View to Activities appeared first on Business Intelligence Info.


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