Customizing the reading pane in CRM for Outlook
Question
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Hi!
EDIT: My client's CRM version is 2013 SP1
My client has requested me to investigate the possibilities around tailor the reading pane to their needs. If anyone of you couold enlighten me on this subject I would be very grateful.
My questions are as follows:
1) Is it possible to display the activities (e.g. emails) from the social pane in the Outlook reading pane instead of notes (see attached screen dump) ? Looking at the activity history would be far more useful for my client's users than the odd attachment.
2) Is it possible to deploy the reading pane setup centrally somehow, or do each user have to configure their own?
- Edited by Torstein Utne Tuesday, December 15, 2015 11:27 AM
All replies
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You can have a look at this and see if it helps.
- Edited by Donna EdwardsMVP Monday, December 28, 2015 5:20 PM
