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I created a custom entity in CRM. It has activities enabled in. In Outlook, I am trying to set the custom entity as the parent for a contact record in Outlook. In the Look for Dropdown, I do not see the custom entity as an option. Bot objects have Append and Append to enabled. Any thoughts?
Did you create a relationship between the contact and your custom entity?
Agree with Stefan, if you do not have relationship between the entities, you won't be able to relate it. Perhaps a screenshot of your problem will help us help you more.
I have several relationships. As requested some images.
This is the screenshot of the problem in Outlook. I need the entity sub-contractor in the drop down.
The next 2 shots are of the relationships already creates. What you see is the idea that a sub-contractor can have multiple contacts associated with it, but only 1 primary contact.
Thanks for all the help,
Did you enable the custom entity for Outlook?
Yes. I see it in the Set Regarding dropdown for emails, but not as Set Parent for Contacts.
This won't work in this way with N:N relationships, only with 1:N relationships.
You should have a lookup field to the custom entity on the contact entity.
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