In today’s blog, we’ll be looking at the new and improved Social Pane, known as the “Timeline,” which recently made its debut in Dynamics 365 Unified interfaces.
In today’s blog, we will walk through the steps on how to change the Microsoft Dynamics 365 Social Pane View to Activities on a form.
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
Congratulations! You’ve made the decision to switch from Salesforce.com to Microsoft Dynamics CRM! We may be biased, but we’re pretty positive that you are going to love the features and
Advanced Find is a great tool within Microsoft Dynamics CRM that allows users to find records that meet a set of criteria defined. One of the ways you can use
Since the debut of Microsoft Dynamics CRM 2013, the Social Pane was introduced to show information regarding activities (Posts, Activities, and Notes) on and related to records. The interface of
The Last Activity Utility was developed by PowerObjects to provide visibility to the last interaction with a client or potential client. In this blog, we’ll briefly describe how the Last
Have you ever gone into an email activity in Dynamics CRM and decided that you want to make the body of the email just a little bit bigger on the
Microsoft Dynamics CRM defines an Activity as an action to be performed such as email, phone call, and so on. Out-of-the-box Dynamics CRM provides various activity types such as Phone
One of the great benefits of the upcoming CRM 2013 release is the reduced number of clicks for adding activities. Everything you want to see is easy to access. This
There may be a scenario when working in Dynamics CRM where you want to open an email activity in Outlook, as Outlook provides a richer set of formatting and usability
Microsoft Dynamics CRM is an incredibly flexible solution. But you may have already discovered this truth: with flexibility comes complexity. In this blog we will discuss how to navigate the