Adding a Social Pane to Microsoft Dynamics CRM Forms

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Microsoft Dynamics Social Pane ExampleThe social pane is something that allows Microsoft Dynamics CRM 2013 users to integrate their work with their interactions. The interesting thing about it is that you can add it to nearly any form you could possibly want to use due to the flexibility of the program. In fact you can integrate it with nearly anything else you would possibly want to do. Today we are going to tell you how to do it and give you some tips on where to use this in some different ways.

Before we get started you need to know how to do some basic work in custom forms. There are many different ways in which you can modify them. In particular you want to look at the Activities and Notes under the Communication and Collaboration settings. This is where much of the work here is going to be done. Do make sure you understand how to set this up for yourself before you go too in-depth.

First you need to basically customize the Microsoft Dynamics CRM 2013 entity. In order to do this you’ll go into the aforementioned area and make sure that the notes along with activities boxes are checked. Once that is done you need to make sure you have activities selected in the records area from the social pane. Once this is done you have the basic setup for them to use it. Nonprofit accounting often needs this on order to keep track of special donators.

Next you want to set up post configurations. Make sure that you have Wall Enabled selected in the setup. This allows you to access the activity feed information as well. There are many different ways to set this up but this is the easiest. You will not need to publish the changes unless you are using upgraded forms with the “What’s New” tag.

You will then need to add the social pane to the upgraded form in the NOTES tab whether it’s in the default tab or not. Depending on the version some of this may have already been done for you in the Microsoft Dynamics framework or you may need to do it yourself. When this is done make sure that you have enabled security roles and fallback. Also make sure that you display only to these selected security roles so that some users do not see too much information.

You must also set up the tabs and other notes in order to display them through a bit of pop-ups. This can be done in a few different ways with a few faces. Once all this is done it should be added to the custom setup for your company. Of course you should test everything in order to make sure that it works correctly. While it should be fine the only way to make sure is to test everything yourself and insure that the entire setup is going to run in the way you want it to.

So can your own Microsoft Dynamics form benefit from this? Try it out for yourself and see the results. We think it may go better for you than you think.

Author: Walter McDaniel

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