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Set Regarding Won Opportunity

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Posted on by 174

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?

  • Nikita Che Profile Picture
    Nikita Che 174 on at
    RE: Set Regarding Won Opportunity

    Thank you, Nils!

  • Verified answer
    Nils Ke Profile Picture
    Nils Ke on at
    RE: Set Regarding Won Opportunity

    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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