Tracking emails to Opportunities via Connection (Stakeholder role) in Dynamics App for Outlook

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Posted on by SH-06100756-0

Hi everyone, I'm trying to configure the Dynamics 365 App for Outlook to show Opportunities where a Contact is a stakeholder via a Connection (with the role "Stakeholder"). I've created a view on the Opportunity table that filters via the Connection entity.

This view works perfectly in Advanced Find and shows the correct Opportunities. However, when I add this view to a subgrid on the Contact Quick View Form in the Outlook app, it doesn't show up correctly.

Is there any way – using configuration only – to show Opportunities where the user is a stakeholder via Connection, and allow email tracking to those Opportunities in the Outlook app?

Any workarounds or insights would be greatly appreciated!

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SH-06100756-0 2 on at

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Tracking emails to Opportunities via Connection (Stakeholder role) in Dynamics App for Outlook

Hello - It's CE

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Mansi Soni 8,869 Super User 2025 Season 2 on at

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Tracking emails to Opportunities via Connection (Stakeholder role) in Dynamics App for Outlook

Hello @SH-06100756-0,

Which Dynamics 365 Product are you using like Business Central, F&O, Customer Engagement?

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