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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Dynamics 365 App for O...
Customer experience | Sales, Customer Insights,...
Answered

Dynamics 365 App for Outlook - Can't find Quote

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Posted on by handedee 184

Hi,

Why can't I see quotes in my Dynamics App 

pastedimage1613011301813v1.png

I have added Quotes in System Settings -> General -> Select entities for Categorized Search

pastedimage1613011445999v2.png

I have also enabled "Enable for Phone Express" and Enable for Mobile offline" options for Quote entity

pastedimage1613011529966v3.png

Is there any other setting that I could be missing?

Cheers

Deeksha

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  • Verified answer
    LuHao Profile Picture
    LuHao 40,890 on at
    RE: Dynamics 365 App for Outlook - Can't find Quote

    Hi Deeksha,

    Please check if Quote is added into the app designer of D365 app for Outlook.

    pastedimage1613011965321v1.png

    pastedimage1613011984897v2.png

    pastedimage1613012030121v3.png

    Finally save and publish.

  • Suggested answer
    handedee Profile Picture
    handedee 184 on at
    RE: Dynamics 365 App for Outlook - Can't find Quote

    Hi,

    I found a way to do it.

    I had missed adding Quote entity in my App configuration.

    Settings -> Apps -> Dynamics 365 App for Outlook (Open in App Designer) -> Add -> Entities -> Select Quote.

    Cheers

    Deeksha

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