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CRM 2016 modify the social pane. RRS feed

  • Question

  • When you assign an account to another user all activities (phone calls, e-mails, appointments, tasks etc)  in the social pane gets todays date and the new user. This is very confusing. I want the Actual date to remain and also the original user who created the activity.

    Kind regards

    Torbjorn

    Monday, October 10, 2016 3:31 PM

All replies

  • Hello,

    I believe this behavior is caused with reassigning of activities from current owner to new through cascading.

    To resolve your issue you should open account entity, open 1-N relationship, open relationship with entity you want to change behavior for and change behavior for Assign action to None from Cascade All.


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    Wednesday, October 12, 2016 2:09 PM
    Moderator