Month: September 2015

Solution : Unable to see Action Messages in Plugin Registration Tool

Arun Potti CRM 2015, MS CRM 2013, ms crm 2015 , , ,

Got one requirement to use Actions and tried to Register Action using Plugin Registration Tool.

But Action messages are not listed and done the below things,

  1. Whether Action is Activated or Not. Action is Activated.
  2. In plugin Registration Tool,
    1. Reloaded Organizations &
    2. Refreshed Messages and Steps.

Finally I Closed and Opened Plugin Registration Tool. Then Action Messages listed in Plugin Registration Tool.

Hope it helps.

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Set Posts or Activities or Notes as default Tab under Social Panes in Microsoft Dynamics CRM

Arun Potti CRM, CRM 2015, MS CRM 2013, ms crm 2015 , , , , ,

We may get some requirements to Make Posts or Activities or Notes as a default tab.

Please follow the below simple steps to make it as default.

Open required entity form to change default tab setting under Social Pane. For demo, I am using Contact Form.

Step 1: Click on Social Pane.

Step 2: Click on Change Properties.

Step 3: You can see Default tab under Activities Tab Properties window. Select the required Activities / Posts / Notes Tab, to make it visible when the form opens.

Step 4: Click on Ok. Save and Publish the Form. Open Contact record to see the default tab setting under Social Pane.

Social Pane

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