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HI All,
I cannot see Quote Entity in +(Quick Create) in Outlook app. I have enabled reading Pane for outlook too, can any one help me here?
Hi Ram Prakash,
Can you go to settings -> apps -> Dynamics 365 App for Outlook.
https://{crmURL}.dynamics.com/main.aspx?forceUCI=1&pagetype=apps
And ensure that Quote Entity is present on the App (and revelant Quick Create form enabled)
In addition, please check the following:
1. You have necessary permissions to create Quote records.
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