Timeline: The New and Improved Social Pane in D365 Unified Interfaces
June 1, 2018

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.

Changing the Dynamics 365 Social Pane View to Activities
May 22, 2018

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.

Social Pane
The Social Pane: Filtering Activities in CRM 2016
July 18, 2016

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

Salesforce to Dynamics CRM Activity Migration
October 20, 2015

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

How to Find MS CRM Records without Activities using Advanced Find
October 1, 2015

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

Surfacing Activities on Records in Dynamics CRM: The Social Pane vs. Sub-Grids
August 26, 2015

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

How to Configure the Last Activity Utility in Dynamics CRM
November 25, 2014

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

How to Expand the Email Description Field in Dynamics CRM
April 15, 2014

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

What to Do with Unwanted Activity Types in Dynamics CRM
March 24, 2014

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

Activities in CRM 2013
October 2, 2013

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

Open an Email Activity in Outlook from Dynamics CRM
August 9, 2013

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

Best Practices for Tracking Activities and Notes in CRM
July 15, 2013

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