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Microsoft Dynamics CRM (Archived)

Can’t create lead from Outlook

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Posted on by 205

Has anyone else had this problem...

Trying to create a new lead from an email using the Dynamics365 Outlook plugin (the light weight one) on both Outlook 2016 and Outlook Mobile, and while I’m able to enter information into all of he fields they save button is always greyed out.

I’m have the system admin role assigned to myself and it it’s the same issue for everyone else as well.

Saving a contact from the plugin works just fine. The Lead entity is the one giving us troubles.

Any ideas?  

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  • clw Profile Picture
    205 on at

    Or can someone point me in the right direction to where I can edit the form for the Outlook plugin?  I used to know where to find it but can't seem to find it anymore.  Maybe my issue lies somewhere on the form.

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