Configure the Activities within the Social Pane to default “In Progress”












1














I have this requirement:




The ask here is to modify the Activities View to combine the "Overdue" and "In Progress" Activities into one view and make it the default. This should be the default approach for the all Activities views.
enter image description here




From my initial investigation, I don't believe this is doable within Dynamics.



If I'm correct, would I be able to add a web resource and write some JS to manipulate the dropdown to default to the "In progress" option? Is this is a best practice? Should I just say this is not something we can do?



Any guidance/resources is much appreciated.










share|improve this question





























    1














    I have this requirement:




    The ask here is to modify the Activities View to combine the "Overdue" and "In Progress" Activities into one view and make it the default. This should be the default approach for the all Activities views.
    enter image description here




    From my initial investigation, I don't believe this is doable within Dynamics.



    If I'm correct, would I be able to add a web resource and write some JS to manipulate the dropdown to default to the "In progress" option? Is this is a best practice? Should I just say this is not something we can do?



    Any guidance/resources is much appreciated.










    share|improve this question



























      1












      1








      1







      I have this requirement:




      The ask here is to modify the Activities View to combine the "Overdue" and "In Progress" Activities into one view and make it the default. This should be the default approach for the all Activities views.
      enter image description here




      From my initial investigation, I don't believe this is doable within Dynamics.



      If I'm correct, would I be able to add a web resource and write some JS to manipulate the dropdown to default to the "In progress" option? Is this is a best practice? Should I just say this is not something we can do?



      Any guidance/resources is much appreciated.










      share|improve this question















      I have this requirement:




      The ask here is to modify the Activities View to combine the "Overdue" and "In Progress" Activities into one view and make it the default. This should be the default approach for the all Activities views.
      enter image description here




      From my initial investigation, I don't believe this is doable within Dynamics.



      If I'm correct, would I be able to add a web resource and write some JS to manipulate the dropdown to default to the "In progress" option? Is this is a best practice? Should I just say this is not something we can do?



      Any guidance/resources is much appreciated.







      dynamics-crm dynamics-crm-365






      share|improve this question















      share|improve this question













      share|improve this question




      share|improve this question








      edited Nov 22 '18 at 5:19









      Arun Vinoth

      9,056132447




      9,056132447










      asked Nov 21 '18 at 17:28









      Christopher Johnston

      967




      967
























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          Unfortunately Social pane customizations are very limited at this point of time. The functionality you are expecting is not possible to implement by OOB configuration/customization, we can try to do some unsupported solutioning but eventually it will break in future updates.



          Instead of timeline/social pane, may be you can develop a custom HTML webresource to fetch the activities & display in same manner with whatever flexibility you want.






          share|improve this answer





















          • I appreciate the guidance, Arun. Thanks for the info!
            – Christopher Johnston
            Nov 22 '18 at 12:54











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          1 Answer
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          active

          oldest

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          0














          Unfortunately Social pane customizations are very limited at this point of time. The functionality you are expecting is not possible to implement by OOB configuration/customization, we can try to do some unsupported solutioning but eventually it will break in future updates.



          Instead of timeline/social pane, may be you can develop a custom HTML webresource to fetch the activities & display in same manner with whatever flexibility you want.






          share|improve this answer





















          • I appreciate the guidance, Arun. Thanks for the info!
            – Christopher Johnston
            Nov 22 '18 at 12:54
















          0














          Unfortunately Social pane customizations are very limited at this point of time. The functionality you are expecting is not possible to implement by OOB configuration/customization, we can try to do some unsupported solutioning but eventually it will break in future updates.



          Instead of timeline/social pane, may be you can develop a custom HTML webresource to fetch the activities & display in same manner with whatever flexibility you want.






          share|improve this answer





















          • I appreciate the guidance, Arun. Thanks for the info!
            – Christopher Johnston
            Nov 22 '18 at 12:54














          0












          0








          0






          Unfortunately Social pane customizations are very limited at this point of time. The functionality you are expecting is not possible to implement by OOB configuration/customization, we can try to do some unsupported solutioning but eventually it will break in future updates.



          Instead of timeline/social pane, may be you can develop a custom HTML webresource to fetch the activities & display in same manner with whatever flexibility you want.






          share|improve this answer












          Unfortunately Social pane customizations are very limited at this point of time. The functionality you are expecting is not possible to implement by OOB configuration/customization, we can try to do some unsupported solutioning but eventually it will break in future updates.



          Instead of timeline/social pane, may be you can develop a custom HTML webresource to fetch the activities & display in same manner with whatever flexibility you want.







          share|improve this answer












          share|improve this answer



          share|improve this answer










          answered Nov 22 '18 at 5:17









          Arun Vinoth

          9,056132447




          9,056132447












          • I appreciate the guidance, Arun. Thanks for the info!
            – Christopher Johnston
            Nov 22 '18 at 12:54


















          • I appreciate the guidance, Arun. Thanks for the info!
            – Christopher Johnston
            Nov 22 '18 at 12:54
















          I appreciate the guidance, Arun. Thanks for the info!
          – Christopher Johnston
          Nov 22 '18 at 12:54




          I appreciate the guidance, Arun. Thanks for the info!
          – Christopher Johnston
          Nov 22 '18 at 12:54


















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