Quick Create in Dynamics 365 App for Outlook not working

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Posted on by JBill

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Hi - I'm trying to use the Quick Create (the plus sign) in the Dynamics 365 App for Outlook and it doesn't seem to do anything. I hit the plus sign, select a record to create (Task, Phone Call, Email, etc) and nothing happens. Everything else in the app appears to function. Am I missing something?

Thanks in advance for any help!

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JBill 1,045 on at

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RE: Quick Create in Dynamics 365 App for Outlook not working

Thank you for your response. I'm not quite sure I follow. What do you mean by 'make sure new Design until Outlook need to be re-synched' ? Is there something I need to enable?
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gdas 50,085 on at

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RE: Quick Create in Dynamics 365 App for Outlook not working

Hi ,

Dynamics App for Outlook will store a memory of the Form Design and other ‘metadata’ for CRM – so make sure new Design until Outlook need to be re-synched with Dynamics 365.