Using Dynamics 365 App for Outlook, it is possible to create new information from Outlook or link the email to existing information. In Dynamics 365 information is collected in entities (Lead, Contact, Account, Invoice, etc) but not all entities are visible through Outlook. Let’s see how to add them and remove those that don’t interest us:
Add the entity to the list of entities which are enabled for Categorized Search
From Dynamcs 365, go to Advanced Settings.
Go Settings > Administration and then select System Settings.
From the System Settings menu, select the General tab and scroll down until you find the section on Categorized Search. Click “Select”.
In Advanced Settings, Customizations select Customize System. In the menu on the left, under “Entities”, look for the entity you want to add to the Outlook search, for example Orders.
Power Apps
- Sign in to Power Apps.
- On the left nav, select Solutions.
- Select the Default Solution > More Commands > Edit.
You will now see a new menu on the left with all the objects managed in Dynamics. Click on App. Select the ‘Dynamics 365 App for Outlook’ option to open up the App Designer. Once in this window, select ‘Add’ followed by ‘Entities’ to pick which entities you wish to include going forwards and then complete the addition by including all assets oe removing them.
Save your changes and publish the customisation
Documents
- https://docs.microsoft.com/en-us/dynamics365/outlook-app/limitations-when-customizing-app-for-outlook
- https://www.advantage.co.uk/intelligence-hub/tips-and-tricks/how-to-filter-dynamics-365-entities-within-the-dynamics-365-app-for-outlook
- https://www.htcrm.com/dynamics-365-app-for-outlook-add-entities-to-the-list-of-new-records/
