web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Customize buttons in O...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Customize buttons in Outlook-App inside Quick View Form

(0) ShareShare
ReportReport
Posted on by Benedikt 5

Hello,

I try to update the buttons inside the Quick-View-Form which is shown in the Outlook-App for Dynamics 354 Sales.

Currently, there are three dots. After the user clicks on them, a dropdown menu opens, and shows two buttons. Because we don't use the button "View in Dynamics 365", we want to disable/hide it. And then the button "Set Regarding" should be visible without clicking on the three dots.

Is there a way to solve this? In the past, I customize the ribbon-interface with the ribbon-workbench. But I think there is no possibility to use this ribbon-workbench in this case, isn't it?

pastedimage1657619596238v1.png

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Benedikt,

    Unfortunately, there is no way to hide this button. You could post an idea to progress this feature at here:

    experience.dynamics.com/.../

  • petergroft Profile Picture
    petergroft 90 on at

    Open the solution relevant to your table or access the table directly from the data option in the sidebar. Open the table you want, and then select the Forms area. Either select the quick view form, or select ... next to the form, and then select Edit form in new tab.

    This May Help,

    Peter

  • Benedikt Profile Picture
    Benedikt 5 on at

    Hi Peter, thanks for your help. But there I can only edit the form. Not the buttons behind the three dots inside the form.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 108 Super User 2025 Season 2

#2
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 49 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans