Dynamics 365 App for Outlook - Account Search in the Dynamics 365 App Add in: Account can be searched only by name, with duplicate names it is not possible to identify correct Account. User should be able to search an Accounts based on all the fields configured for quick find (Local Search)


1. Configure Dynamics 365 App for outlook 2. Login to MS Office Outlook and click on more options present on left bottom corner and select Add-ins 3. Select a contact and click on it new tab will open with details 4. Click on link Look up will appear with only Account names 5. Here if we try to...

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Category: Email Management and Outlook Integration (250)

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Dynamics 365 App for Outlook Add In: - While associating a Contact with an Account, search results show only name, without additional information this is not very useful. User should be able to see at least 2/3 fields more in search results


1. Configure Dynamics 365 App for outlook 2. Login to MS Office Outlook and click on more options present on left bottom corner and select Add-ins 3. Select a Contact and click on it new tab will open with details 4. Click on link Look up will appear with only Account names 5. Should have abilit...

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Category: Email Management and Outlook Integration (250)

STATUS DETAILS
Needs Votes