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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamics 365 App for O...
Microsoft Dynamics CRM (Archived)

Dynamics 365 App for Outlook: How to add a standard entity to the list of entites for "Set regarding"

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Posted on by Community Member

Hi

If i click the magnifying glass icon next to "Look for records" under "Set regarding", i'm taken to the following view: https://imgur.com/a/eQSJkZj

How do i add an entity to the list of entities shown? I want to add the standard entity "Quotes" so that i can add such an entity to Set regarding. I also want to change the order by which these entities are displayed, so that this entity is the first shown, before "Contacts".

How can i accomplish this?

Thanks in advance.

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  • Verified answer
    NirajYadav Profile Picture
    NirajYadav 120 on at

    If you are a system administrator or a customizer, you can choose to expose only the required set of entities to be available to Dynamics 365 App for Outlook.You can do this through App Modules.

    1. From the main menu navigate to Settings > Customizations > Customize the System > Apps.

    2. Double-click Dynamics 365 App for Outlook to open the App Designer

    3. Choose Add > Entities and then select the entity you want to add and complete the addition by including all assets.

    4. Review the list of Views that are available for the entity and deselect the ones you do not want to be available in Dynamics 365 App for Outlook. In Dynamics 365 App for Outlook Regarding lookup, you can filter results based on an entity and further, on one of the views defined for that entity

    5. Save your changes and publish the customization.

    Its documented in Deployment Guide for App for Outlook:

    docs.microsoft.com/.../deploy-dynamics-365-app-for-outlook

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