Set Regarding Won Opportunity

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Posted on by Nikita Che

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Dear Community!

My users want to set an email regarding an Opportunity which is already Won, but when they type the name in the Outlook Dynamics 365 app, the search would not give them the result. Which views do I need to modify to solve the issue?

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Nils Ke on at

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Hi Nikita Che,

Customer insights' data does not appear in the Outlook Dynamics 365 app. I'm sorry we can't help with your question in this forum. I suggest you post this question in the "Dynamics General Forum" community to get help.

There's a category tag "Email and Office Integration" to filter existing threads by.

Thank you!

Nils Keller

Customer Insights team.

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Nikita Che 174 on at

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Thank you, Nils!

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