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Results 41–50 of 160 for "social pane"

  • Add Notes in the social pane before the parent record is saved, on the entities say " Contacts "

    … We are unable to add the notes in the Notes section in the social pane until the parent record is saved on entities say " Contact ". It was possible to add the notes before saving the parent record in Microsoft Dynamics CRM 2011, however it is not allowing us to add the notes the same way as we can add activities or tasks in the social pane before saving the parent record in Microsoft Dynamics CRM 2013. …

  • CRM 2013 - Social Pane - Choose the activity you want to diplay

    … Hi,We can't select wich activity we want to display in the social pane. By default, we have got:- Phone call- Task- E-mail- AppointmentI want to delete the E-mail from the Social pane list but it's not possible.What do you think about that ? …

  • Difference between Saved/Waiting/Sent emails in the Social Pane

    … Hello,In MS CRM, Sent Emails, Draft Emails and Waiting Emails (to be sent) are showing the same icon under social pane's activity.We would like to see the difference between the various states of an email in the Social Pane thanks to different icons. For instance, an email with a diskette or an hourglass.Thank you. …

  • Email is only showing under lead social pane if regarding is filled

    … email which are tracked from Outlook will be related to leads automatically, but will not Show up in social pane until the regarding is set also.This behaviour is confusing users because the email Shows up under related activities, but not in social pane. …

  • Need a Date field on Forms social pane Phone call Activity

    … 1. For CRM organization Entities, there should be a date filed in the social pane for phone call activity2. The customer should be able to post date the phone call activity for outgoing phones from the form Entity itself3. The customer requires the date field on social pane phone call activity as it is very important for most of the business …

  • Phone Calls created from Social Pane with Due Date should be saved as Open - not Completed

    … Phone Calls created from Social Pane with Due Date should be saved as Open - not Completed When a phone call is created from social pane it is ALWAYS closed as completed. Why have a due date on the phone call, when the phone call is not created as being due but as being completed. https://community.dynamics.com/crm/f/117/t/230248 …

  • Phonecall is completed by default when created through Social pane

    … When we create a phone call activity in social pane it is completed by default. https://www.microsoft.com/en-us/dynamics/crm-customer-center/add-a-phone-call-task-email-or-appointment-activity-to-a-case-or-record-customer-service.aspx The change should give users to create a phone call with open as status through Social pane. …

  • Social Pane Hide/Show tabs

    … I need more information and customization over Activities on Social pane, like seams this is difficult to do, I suggest to let user decide if Activities must be shown on social pane or not. So we can add a subgrid for activities on the form without confusing the user. …

  • Social pane: configure overflow of activities creation

    … When you want to create an activity through the "+" in the social pane activities tab, it shows: e-mail, appointment and any custom activities. These option cannot be edited. It would be clear if you can define the activities you want to be created through the creation overflow. It would be a bonus if this is configurable per social pane in a form or entity. …

  • Social Pane should display the Call To field rather than the Call From field so it does not display Customer Not Found

    … The Social Pane is focused to only work well for phone calls that are added from the Social Pane itself. You cannot create an open phone call from the social pane. Any phone call added is immediately completed and works more like a note. This is fine for something like a call center, but doesn't provide any useful information for an open phone call activity. Displaying Customer Not Found is confusing for users. If you set yourself as the Call From, it will show your name as the "customer" in the social pane …