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Customer experience | Sales, Customer Insights,...
Answered

Add user entity to regarding lookup

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Posted on by 22

Hi, 

Is it possible to add the user entity into the regarding lookup in the task entity ?  By default I can see: Accounts, Contacts and Leads

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Thanks in advance

I have the same question (0)
  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    I'm afraid you will not be able to do that for user entity - I never put attention to it but "Activities" checkbox in entity configuration for this entity is disabled and unchecked.

  • Suggested answer
    Horacio Crespo Profile Picture
    22 on at

    Hi Andrew,

    I had not seen that this option is disabled. I'll find another way for to resolve it.

    Thank you

  • Suggested answer
    Brandon Sambat Profile Picture
    Microsoft Employee on at

    Correct on this post, you will not be able to add the user to the Regarding lookup with OOB.  You may be able to attempt with Javascript community.dynamics.com/.../how-to-set-lookup-field-value-using-javascript-dynamics-crm.

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