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Enable to add or remove entity to set the associated tracking for outlook on the web

Kenichiro Kiyono on 10/15/2019 3:32:44 AM
Entities that create records from Outlook and set related tracking are displayed as 7 entities such as [Case], [Opportunity], and [Account].
It is useful to be able to add or remove custom entities or other entities.
Category: Unified Interface
STATUS DETAILS
Needs Votes

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RE: Enable to add or remove entity to set the associated tracking for outlook on the web

Justin Pink on 9/21/2020 7:33:22 PM

You can do this, here's how: https://docs.microsoft.com/en-us/dynamics365/outlook-app/enable-a-custom-entity-to-appear-in-the-regarding-lookup

Category: Unified Interface