Set Email Regarding Won Opportunity

(0) Share

Report

Posted on by Nikita Che

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?

All responses (2)

Answers (1)

Nikita Che 174 on at

Like (0)

Report

RE: Set Email Regarding Won Opportunity

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.
Verified answer

a33ik 84,325 Most Valuable Professional on at

Like (1)

Report

RE: Set Email Regarding Won Opportunity

Hello,

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