Beringer Associates Technology Blog

Dynamics 365 Social Pane New Features

Posted by on in Dynamics 365

Dynamics 365 Social PaneThe Dynamics 365 Social Pane is a great way for you to see all related Posts, Activities and Notes for this record, and related records. It also allows for an easy way to create, edit and complete activities without navigating to another form. There’s some advantages to using the Social Pane to control activities, as well as some limitations. One big limitation I found in the previous versions is the inability to control the sorting of these records. By default, all records are shown based on Modified Date. Microsoft understood that our clients needed more flexibility, and released a new feature in the upcoming version of Dynamics 365. Check out my example where I change the date sort field and order.

 

 

Change Social Pane Date Sort Field and Order

 

First, I’ve created three tasks against my Account and related Contact. By default, they order by Modified Date.

 

sp1

 

 

 

Next I completed my Task, but now it pushes to the top of my Social Pane.

 

sp2

 

 

 

With Dynamics 365, you can change the sort order to Date Created.

 

sp3

 

 

 

Finally, I refresh my Account, and see my Activities sort as expected.

 

sp4

 

 

 

We love to customize Microsoft Dynamics solutions here at Beringer. We’ve been working with Microsoft Dynamics CRM since its inception, and we’re always finding innovative ways to implement the latest tools and help automate business processes. If you are looking for a CRM solution partner to help you with your CRM installation, make sure you pick the one that practices all of the Microsoft methodologies and best practices.

 

Are you fully utilizing your CRM implementation? Please feel free to contact us and see how we can help improve user adoption and productivity.

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