Microsoft Dynamics CRM (Archived)

Add Sales order to Tracking (regarding)

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Posted on by FallingThroughTheCr...

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How do I modify sales orders so they show up in the Outlook Plugin?

Right now I can see opportunities, cases ect but not sales orders.

If I do the folder level tracking, I can select a sales order, but the users want to be able to track an email via the outlook plugin.

Thanks very much

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FallingThroughTheCr... 452 on at

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RE: Add Sales order to Tracking (regarding)

Thanks so much!!!

Wonderful detailed answer :)

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Michel van den Brink 4,697 on at

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RE: Add Sales order to Tracking (regarding)

Hello,

You need to a few things for this:

Add the entity to 'Categorized Search'

Navigate to the 'Settings' area and click 'Administration'

Select 'System Settings'

Enable the checkbox for 'Enable Relevance Search, then next to 'Categorized Search' click the [Select] button

Move the Order entity from the left column to the right column

Enable the 'Activities' feature for the entity

Navigate to the 'Settings' area and click 'Customizations'

Click 'Customize the System'

Expand the 'Entities' list on the left

Scroll down the list and click on 'Order'

On the right side panel, enable the checkbox 'Activities' (should already be enabled) and enable the checkbox 'Enable for Mobile'

Save your changes and click Publish

Wait for up to 15 minutes (unfortunately)

It should now show up in the Outlook App

Hope this helps you. If you have any other questions, please let me know!

If you found my answer helpful, please help the community by marking it as verified :-)

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twastvedt 30 on at

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RE: Add Sales order to Tracking (regarding)

[quote user="FallingThroughTheCracks"]

How do I modify sales orders so they show up in the Outlook Plugin?

Right now I can see opportunities, cases ect but not sales orders.

If I do the folder level tracking, I can select a sales order, but the users want to be able to track an email via the outlook plugin.

Thanks very much

[/quote]

I am also interested in doing this. FallingThroughTheCracks, did you find a solution? Thanks!

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