Has anyone had an experience modifying the Social Pane in Dynamics 365?
Googling shows unsupported way by accessing and hiding by DOM manipulation. Has tried Security roles, Ribbon Workbench but still tabs and Attach button are showing. The Notes form also cannot be customized.
We tried also the Intelligence Configuration by following this: https://learn.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/configure-enable-embedded-intelligence
But nothing changed.
Can you share your experience on this?
The social pane is a disappointing feature. The only two things you can change is the order of the activities displayed and the default tab.
If you want to prevent your user from attaching files to notes, you can make a plugin on the creation of the note and throw an exception.
To hide the other tabs, the only way I can think of is unsupported. Using javascript. I don't like it but when my clients are asking for it, I do it.