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Microsoft Dynamics 365 | Integration, Dataverse...
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Set Email Regarding Won Opportunity

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Posted on by 174

My users want to set an email regarding an Opportunity that 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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  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    I believe you should apply the change to "Quick Find View"'s filter

  • Nikita Che Profile Picture
    174 on at

    Thank you, Andrew! Thanks to your answer I was able to see that the default view was Opportunities Lookup and I have edited the filter there.

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