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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2 thoughts on “Set Posts or Activities or Notes as default Tab under Social Panes in Microsoft Dynamics CRM”

  1. Hi Arun,

    I have a quick question regarding setting the default tab in Social Pane.
    When we set ‘Notes’ as the default tab it is highlighted when the form loads but it doesn’t expand to show the actual notes themselves. It actually says “No Records Found” even though when you manually click on the Notes Tab – there are about 15 note items in there. Have you come across this before?
    Many thanks, Nick Gonet

    Reply

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