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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Does Business Rules tr...
Microsoft Dynamics CRM (Archived)

Does Business Rules triggers on CRM Outlook PlugIn?

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Posted on by raki 249

I wrote few business rules to Hide and show Subgroup fields based on status of MajorGroup Field. when I changed the status of MajorGroup field through Outlook plugin in Email and Appointment Activity forms, It not showing the subgroup fields where as these business rules are working fine in web. My question is does the business rules triggers in Outlook? can some please answer this question?

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  • Suggested answer
    PS Profile Picture
    PS 23,577 on at

    It would not work as for emails and appointments you are using outlook forms and not CRM.

    On your outlook client go to personal options>>general tab>>select which forms to use>>checkmark appointments & emails>>click ok

    or else, when you open an appointment/email in outlook>>click on the button view in CRM, to make it work

  • Suggested answer
    Alagunellaikumar Profile Picture
    Alagunellaikumar 6,212 on at

    Business rule will trigger in outlook.

  • raki Profile Picture
    raki 249 on at

    There is no 'View in CRM' button for Email, How to work with those?

  • PS Profile Picture
    PS 23,577 on at

    Did u tried the other option I told

  • raki Profile Picture
    raki 249 on at

    I tried your First option, but users are familiar with Outlook Default email form. so, I  am thinking about  your option 2 but I can't see 'View in CRM' button in default outlook email form, where as I was able to see in appointment.  could you please let me know how to enable that button?

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at

    mscrmonline.wordpress.com/.../how-to-show-view-in-crm-for-tracked-emails-in-microsoft-crm-2011-online-outlook-client

  • raki Profile Picture
    raki 249 on at

    Above link was helpful, Thanks. But I would like to see 'View in CRM' button in CRM ribbon besides the 'Untrack' button, not on Quick access tool bar. could you please let me know how can I enable it in CRM ribbon.

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