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Trouble customizing App for Outlook

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Posted on by 37

Greetings,

App for Outlook

I have deployed the App for Outlook. I have added three custom tables (entities). These now show up in Quick Create and the Regarding lookup.

The problem is that the Recipient Picker doesn't search the custom tables, so I get a message saying "Unknown Recipient", even if the record is already in Dynamics.

I have also removed the Contact, Lead, and Account tables. But when I click the Add button, the three options are "Add as Contact" and so on.

How can I get the Recipient picker to include the custom tables that I've added?

I've tried refreshing the app, redeploying, and running the App for Outlook checker.

App for Outlook is using Exchange server-side synchronization.

Thanks,
Shane.

  • Shanester Profile Picture
    Shanester 37 on at
    RE: Trouble customizing App for Outlook

    The App for Outlook app contains a table called Connection. It seems to mostly be filled with relationships. The custom tables that I've added are not in it, but the Contact, Lead, and Account tables are still in it as relationships. This would explain why I still see them when I click the Add button.

    Should I try adding my custom tables as relationships to the Connection table?

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