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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

How to set regarding for a task within Outlook

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Posted on by 26

Hello,

With the Dynamics 365 app in Outlook, if I go into tasks within Outlook, and open up a task, I don't see a Dynamics 365 app.  However, when I am in my inbox I see the app button and I can click it and create a new task and set the regarding with no problem.  But how do I do it with a task that is already created in my outlook?

pastedimage1670876711582v1.png

I have the same question (0)
  • Verified answer
    Leah Ju Profile Picture
    Microsoft Employee on at

    Hi USA80,

    For a task that is already created in your outlook:

    pastedimage1670914200192v5.png

    You can click app button and open the app to search task name you have created dirctly.

    pastedimage1670914026506v4.png

    Click it to view details, then you can set Regarding field:

     pastedimage1670913916587v2.png

    Note:

    'App for Outlook' button is not available on Tasks in Outlook currently, you can create a new idea through the below URL, then ask your colleagues to raise up the votes. Our product team has direct visibility of these ideas and they will implement it on the basis of the highest number of votes received.

    Ideas (dynamics.com)

  • USA80 Profile Picture
    26 on at

    Thank you.

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