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The Set Regarding feature - Outlook

  • 1.  The Set Regarding feature - Outlook

    TOP CONTRIBUTOR
    Posted Feb 26, 2019 06:31 PM
    Hello

    At present, when using the Set Regarding button in Outlook, my system only allows me to choose an ACCOUNT record to hook the email up to.
    Does anyone know if there is a way to update a setting to allow a CUSTOM entity to be able to be chosen and receive the email against it ?

    Any help or advice would be received with much thanks and appreciation.

    Thank you,

    Kind Regards

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    Nigel Cole

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  • 2.  RE: The Set Regarding feature - Outlook

    TOP CONTRIBUTOR
    Posted Feb 27, 2019 05:05 AM
    Hi @Nigel Cole, to set regarding against a custom entity, go to Settings > My Apps

    Click on the ellipsis (the 3 dots) on Dynamics 365 App for Outlook then Open in App Designer

    On the Components tab click on Entities

    Select the required entity on the list on the right hand side (you'll notice that it will appear under Entity View on the left hand side of the screen)

    Click on Save then Publish

    Any problems let me know.​

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    Mark Aston
    Data Analyst
    Ordnance Survey
    Southampton, UK
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  • 3.  RE: The Set Regarding feature - Outlook

    MICROSOFT MVP
    Posted Feb 27, 2019 08:02 AM
    Nigel

    Are you referring to the App or the installed client?  If the client, I have seen situations where the regarding window has a scroll bar. Scroll upwards and you'll see a dropdown allowing you to select other entities.

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    Feridun Kadir
    Principal Consultant, MVP
    Expert CRM Services Ltd
    Stansted
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  • 4.  RE: The Set Regarding feature - Outlook

    TOP CONTRIBUTOR
    Posted Feb 27, 2019 08:38 AM
    Good point @Feridun Kadir, I just launched into the resolution for App for Outlook without checking.​

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    Mark Aston
    Data Analyst
    Ordnance Survey
    Southampton, UK
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  • 5.  RE: The Set Regarding feature - Outlook

    TOP CONTRIBUTOR
    Posted Feb 28, 2019 09:29 AM
    Thanks Feridun - found the scroll bar !
    Have only previously ever used Set Regarding against Accounts - didn't spot the scroll-bar before !
    Cheers
    Nigel

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    Nigel Cole

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