Set Posts or Activities or Notes as default Tab under Social Panes in Microsoft Dynamics CRM

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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