Microsoft Dynamics CRM (Archived)

Dynamics 365 CRM Outlook app, lookup using accountnumber for case

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Posted on by Community Member Microsoft Employee

Hi,

We are having a problem with the new outlook app when creating a case from an appointment.

Open an appointment in outlook
Press the Dynamics 365 button.
Press the "+ New" button in the Dynamics 365 window and select Case(incident).
Try looking up an customer account using the accountnumber.

The accountnumber is one of the 3 fields displayed in the search results and this works perfectly on the web.

Is there a reason that you can only search for the name field in the outlook app?
Can you modify in any way what fields are searchable in the outlook app?

Any information would be appreciated.

Best regards,
Halldór

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Community Member Microsoft Employee on at

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RE: Dynamics 365 CRM Outlook app, lookup using accountnumber for case

Greetings David and thank you for the reply,

Yes the accountnumber is in the Quick Find Accounts view, we can use the accountnumber in lookp fields on the web forms also in the global search and everything, this is the only place where we can not use it.

Best regards,

Halldor
David Jennaway 14,063 on at

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RE: Dynamics 365 CRM Outlook app, lookup using accountnumber for case

Is the accountnumber on of the Quick Find fields ? This is set by editing the Quick Find Accounts view, and setting it as one of the Find Columns. CRM should search on all Quick Find fields