In Dynamics CRM 2016 there is a little known enhancement to the activity controls on the Social Pane that gives users the ability to filter on various activity types. In today’s blog, we’ll be focusing in that new enhancement, but first, if you haven’t already, check out our previous blog, Surfacing Activities on Records in Dynamics CRM: The Social Pane vs. Sub-Grids.
When you navigate to any record with the Social Pane and click on the Activities tab, you will see the new filter icon before “See the records associated with this view.” When you click on the filter icon, you can filter on specific activity types or view all. This gives you a view of the exact activity types you’re looking for rather than a mix of everything.
Here are a few examples:
Want to learn more? Check out The CRM Book, a free online resource for anything and everything related to Dynamics CRM. You can find tips for working more with the Social Pane in CRM!