Dynamics 365 App for outlook

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Posted on by Community Member Microsoft Employee

Hi guyz,

I am trying to restrict set regarding(while set regard/ Outlook landing page) field to Account only.

and at the same time i want to allow user to create contact records also.

What i have learnt from Microsoft Blog is: Whatever entity we add in Entity views or sitemap it will be shown up in regarding field.

Please let me know if there is any way.

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Community Member Microsoft Employee on at

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RE: Dynamics 365 App for outlook

Thanks for your time Lu.

Closing this thread. Will update if i hear anything from Microsoft
Community Member Microsoft Employee on at

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RE: Dynamics 365 App for outlook

I have tried 2nd thought of yours too but didn't work as you mentioned.

Thanks for your help and time. Will wait for some more time ..

Lets see if anyone else has any idea on this.
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LuHao 40,876 on at

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RE: Dynamics 365 App for outlook

Hi partner,

Originally, we could select the range of records that appeared in 'set regarding' by selecting the views of the entity.

However, even if you deselect all views of the contact entity, the 'Contacts Lookup View' is fixed in 'set regarding'.

In other words, 'Contacts Lookup View' cannot be removed or modified, so we cannot make Contact be 0 records by setting filtering for 'set regarding'.

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I tried everything possible, but found that once the create contact button appeared, the set regarding button also appeared. So it doesn't make sense.

I tried to add the contact entity in the dashboard. Although the contact can be created in this way, it can also be set regarding.
Community Member Microsoft Employee on at

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RE: Dynamics 365 App for outlook

Hi Lu,

Thanks for your response.

Is there any way we can filter the records in set regard look up. like I will filter set regard with all account records and 0 contact records...(I dont want to modify security role)
LuHao 40,876 on at

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RE: Dynamics 365 App for outlook

Hi partner,

Unfortunately, there is no way to achieve it.

If an entity cannot appear in set regarding, then it also cannot appear in quick create list.