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Customer experience | Sales, Customer Insights,...
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Dynamics 365 Add-in not working as intended

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Posted on by 34
Can anyone help me with this?  When I click the Dynamics 365 Add-in I'm presented with this screen and struggling to follow this article to Set Regarding (Link and track an email or appointment to a specific row in your app (Dynamics 365 apps) | Microsoft Learn). 
 
Any ideas what I'm missing?
 
  • RM-30040732-0 Profile Picture
    RM-30040732-0 34 on at
    Dynamics 365 Add-in not working as intended
    Thanks Leah for your response.  Unfortunately this is already off in my case entity 
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Dynamics 365 Add-in not working as intended
    Hi,
    You can try to check if case entity is not setup as read only in UCI.
    --Settings >> Customization >> Customize the system >> Entities >> Case.
    If yes remove this option save and publish your changes. 
    I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
    Regards,
    Leah
     

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