{"id":2750,"date":"2016-05-11T18:40:38","date_gmt":"2016-05-11T13:10:38","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=2750"},"modified":"2016-05-11T18:40:38","modified_gmt":"2016-05-11T13:10:38","slug":"know-how-filter-for-activities-in-dynamics-crm-social-pane-works","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2016\/05\/know-how-filter-for-activities-in-dynamics-crm-social-pane-works\/","title":{"rendered":"Know How Filter for Activities in Dynamics CRM Social Pane Works!"},"content":{"rendered":"<p style=\"text-align: justify;\">Microsoft Dynamics CRM 2016 is integrated with several crucial features, and with these superior facilities, it has already been proved as \u201cThe most comprehensive upgrade ever.\u201d The enhancements have been made in various grounds like mobility, intelligence, customizability, and service. Amongst all these features, Microsoft has also worked on enhancement of Social Pane. It has integrated filter for activities in CRM Social Pane, which helps in refining the activities for better experience.<\/p>\n<p style=\"text-align: justify;\"><strong>Explore Filter Feature for MS CRM Social Pane Activities\u00a0 <\/strong><\/p>\n<p style=\"text-align: justify;\">Filter is an important feature, which allows filtering activities, or selecting only those type of activities that one wants. It comes as a button in Social Pane\u2019s activity area. This Filter can be applied on Activities according to Selection of Activity Type. Users can check any option amongst; All Entities, Task, Appointment, Phone Call, or Emails. Microsoft gives Checkbox Options to select required type of activities; all activities are selected by default. Let us see how exactly it works;<\/p>\n<p style=\"text-align: justify;\"><strong>Step 1<\/strong>: Under activities tab, all the activities are listed in the window.<a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/05\/Dynamics-CRM-Social-Pane.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-2751\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/05\/Dynamics-CRM-Social-Pane.png\" alt=\"Dynamics CRM Social Pane\" width=\"596\" height=\"395\" \/><\/a><\/p>\n<p style=\"text-align: justify;\"><strong>Step 2<\/strong>: In order to filter Activities, user first needs to click on the filter button (icon) (available in right side) from Social Pane\u2019s activity area. When this button is clicked, list of activity types along with checkboxes will be prompted. By default, all the options of activity types are selected.<a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/05\/Social-Pane-in-CRM.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-2752\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/05\/Social-Pane-in-CRM.png\" alt=\"Social Pane in CRM\" width=\"541\" height=\"371\" \/><\/a><\/p>\n<p style=\"text-align: justify;\"><strong>Step 3<\/strong>: Users can select required activity types amongst the list by checking or un-checking. As per user\u2019s requirement and selection, it filters the activities. For instance, users can select Task and list of Tasks will appear on the list.<a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/05\/Social-Pane-in-Dynamics-CRM.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-2753\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/05\/Social-Pane-in-Dynamics-CRM.png\" alt=\"Social Pane in Dynamics CRM\" width=\"561\" height=\"243\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Microsoft Dynamics CRM 2016 has many advancements and integration of new features. This customizable filter for activities in Dynamics CRM Social Pane is amongst these features, which has definitely uplifted the experience and productivity of users. It is a quick way to view only needed entities. Hope this piece of information helps!<\/p>\n<p style=\"text-align: justify;\"><span style=\"color: #000080;\">\u00a0Have you checked&#8230;Whats new in <a style=\"color: #000080;\" href=\"http:\/\/www.inogic.com\/product\/integrations\/maplytics-bing-map-microsoft-dynamics-crm\" target=\"_blank\" rel=\"noopener noreferrer\">Maplytics<\/a> May release?<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Microsoft Dynamics CRM 2016 is integrated with several crucial features, and with these superior facilities, it has already been proved as \u201cThe most comprehensive upgrade ever.\u201d The enhancements have been made in various grounds like mobility, intelligence, customizability, and service. Amongst all these features, Microsoft has also worked on enhancement of Social Pane. It has\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2016\/05\/know-how-filter-for-activities-in-dynamics-crm-social-pane-works\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[19,24,56],"tags":[693,813,814],"class_list":["post-2750","post","type-post","status-publish","format-standard","hentry","category-dynamics-crm","category-dynamics-crm-2016","category-social-pane","tag-dynamics-crm-social-pane","tag-filter-for-activities-in-dynamics-crm","tag-filter-for-activities-in-dynamics-crm-social-pane"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/2750","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=2750"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/2750\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=2750"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=2750"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=2750"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}