Book Image

Microsoft Dynamics CRM Customization Essentials

By : Nicolae Tarla
Book Image

Microsoft Dynamics CRM Customization Essentials

By: Nicolae Tarla

Overview of this book

<p>Dynamics CRM is Microsoft's answer to customer relationship management. The platform's flexibility allows system customizers to enhance its functionality to map any kind of business and scale to any size.</p> <p>Through this practical guide, you will develop a vital and holistic understanding of the key features of Dynamics CRM. You will work with entities within the existing modules, learn how to customize and extend entities, and explore how to create logical relationships between them. You will also look at business rules and business process flows and learn how to use these features to enforce and visually enhance user experience. Furthermore, you will customize business entities without using code and cover the new features in Dynamics CRM. By the end of the book, you will have acquired new marketable skills in developing software for businesses running Dynamics CRM.</p>
Table of Contents (13 chapters)
Microsoft Dynamics CRM Customization Essentials
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Social Pane


Social Pane was introduced in the Microsoft Dynamics CRM platform from the 2011 version. It made its debut in the December 2012 update (Polaris) to Dynamics CRM Online and was introduced at that time on leads, opportunities, and cases. The purpose of using Social Pane is to enhance business interactions and to allow a user to review and create social posts directly at the record level. A post can either be created by a user or automatically generated by the system. Some of the automatically generated posts include record creation or assignment information.

This is a custom control created by Microsoft. While it presents an enhanced social functionality, the ability to customize it is limited.

The Social Pane presents all the interactions related to a specific record across entities such as the account, contact, lead, opportunity, case, and so on, and ensures that they are all being presented in a unified manner.

Along with this information, the Social Pane is also the place where...