This tip is for the Dynamics CRM newbies. When you’re customizing the out-of-the-box forms, almost all of them have the Social Pane section where you can see Posts, Activities, and Notes. By default, this area tends to take up a lot of space on the form and can therefore lead to a lot of unwanted white space. If you open the properties and go to the Formatting tab, you’ll see there is no option to specify the number of rows that it should occupy.
Another bug that I notice sometimes is that when I change the default tab through the properties, nothing changes on the form. The original default tab remains.
The solution is to completely remove the original Activities section that appears on the form. Don’t worry, we can get it back. Once you remove it, go to the Insert tab at the top of the form editor window and click the item that says “Notes.”
This will get the activities area back on your form. Modify the properties as you like and you’ll see that on the Formatting tab, we can now specify the number of rows. Woohoo!
