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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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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.
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?
Business rule will trigger in outlook.
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
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André Arnaud de Cal...
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