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dynamics-crmdynamics-crm-2013dynamics-crm-2015

CRM 2015 + Activities not related visible in social pane


I am facing an issue where in an email activity which is not related to my account is visible in social pane.

For eg. There is Account A and Account B

And an Email activity named Email A

So in Email Activity - 'Email A' i have selected Account A in the regarding field, However this email activity is visible in social pane in both the accounts - Account A and Account B.

Any help would be appreciated


Solution

  • The social pane shows activities (e.g. emails) from the current account as well as child accounts.

    In your case Account B would be the parent account of Account A (or at least Account A would be an ancestor of Account B), since the email shows up in the social pane.