The app for outlook or dynamics outlook plugin doesn't prompt to create a contact
Hey,
The screenshot you sent is the page that appears when you open the outlook plugin. Can you tell me if anyone has made any changes to this app? If you can send me a screenshot of the screen that appears when you open it, I think you can help me understand the problem.
Another prerequisite is that your user has permissions to create these records (contact, lead) in the CRM.
The app for outlook or dynamics outlook plugin doesn't prompt to create a contact
Hi Jimmy,
Apologies for the confusion, but the attached image is a screenshot I found online. I wanted to provide an image of what I would expect to see when an unknown recipient/sender is detected, the issue is I am not seeing the prompt similar to the above image. My understanding is that I should see the prompt to create a new contact, lead or account when I open the app and have an email from an unknown sender/send an email to an unknown recipient. However, when I open the add-in I'm brought to the activities page which is the default page for the outlook app and I never get a prompt. Is there a setting that I have to change?
The app for outlook or dynamics outlook plugin doesn't prompt to create a contact
Hello,
On the image you've attached I can see the "Add as a Contact" button, just click on it and the form will be available to fill in.
Is this button not showing up for you? Or please, could you elaborate a little more?
Regards, Jimmy Passeti | Microsoft MVP ✅ Please mark as Verified if this answered your question!
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