Social Pane

Social Pane in Microsoft Dynamics CRM is the place where you can see all business interactions related to a particular record. It also shows the activity feed with record related activities, posts, Yammer if integrated, and notes with document attachments. New tabs have been added along the various versions. Yammer was a later addition supported with the Yammer integration, while the Notes tab has been enhanced around the 2013 version. Now with the newer version, the OneNote integration finds its place as part of Social Pane.

What it is, where it is, and how it works

The Social Pane was introduced on the Microsoft Dynamics CRM platform in version 2011. It made its debut with the December 2012 update (Polaris) to Dynamics CRM Online, and was introduced at the time on Leads, Opportunities, and Case. The purpose is to enhance business interactions and allow a user to review and create social posts directly at the record level. Posts can be either user-created, or automatically generated...