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Dynamics 365 Outlook integration, Contact Quick Create Form not showing any customisations

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Posted on by TheAndyGadget

We have cutomised the contact quick create form within our CRM 2016 on premis system, to add some additional "mandatory" fields, but these fields do not appear on the contact quick create form that is displayed in Office 365 Outlook (Windows PC) when you track a new email and try to create the contact.

This customisation took place a few months back before we updated the CRM outlook integration.

I am now seeing the CRM 365 form layout - vertical style pannel, rather the the horizontal 3 column form we have customised, and the vertical pannel does not show any of our layout changes or new fields.

I have tried clearing browser cache ( all my browsers ), reinstalling the CRM integration, and even installing outlook and the CRM integration onto a new blank VM, but still our customisation is missing.

Is there anything else we need to do, against the contact quick create form, out new fields, or any entities the new lookup fields link to so that the CRM outlook integration picks up or changes?

When we access CRM everyone sees the customisations we have made, so I know they have all been published.

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TheAndyGadget 11 on at

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RE: Dynamics 365 Outlook integration, Contact Quick Create Form not showing any customisations

We are using CRM 2016 onsite, so the app designer does not seem to be present.

When I go into the Apps section on the solution there are none showing.

All I have access to via the menus is the app configuration - register the app in ADFS and provide url/connection/security details.

As we always deploy all changes on this server as managed solutions we have never run "Prepare Client Customisations" which probably explains why the form layout in outlook looks either old or default
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Soumen S on at

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RE: Dynamics 365 Outlook integration, Contact Quick Create Form not showing any customisations

Hi,

Please add your custom form into Dynamics 365 app for outlook app and verify.

Thanks,

Soumen
TheAndyGadget 11 on at

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RE: Dynamics 365 Outlook integration, Contact Quick Create Form not showing any customisations

I dont think we have even looked at the 365 App for outlook designer - in fact I have only just noticed it is now on one of our menus. I suspect that we need to look into the app designer to get our customisation into the Outlook App.

This also explain why I now see the 365 style for layout - its the 365 App for Outlook .
TheAndyGadget 11 on at

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RE: Dynamics 365 Outlook integration, Contact Quick Create Form not showing any customisations

This is the form we are seeing within outlook
LuHao 40,872 on at

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RE: Dynamics 365 Outlook integration, Contact Quick Create Form not showing any customisations

Hi partner,

Please check if the custom quick create form has been added into Dynamics 365 App for Outlook app designer.

In addition, make sure that the order of quick create form is correct.

Could you provide a screenshot of the form you see in Dynamics 365 App for Outlook?