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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Quick Create in Dynami...
Microsoft Dynamics CRM (Archived)

Quick Create in Dynamics 365 App for Outlook not working

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Posted on by JBill 1,045

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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  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    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.

  • JBill Profile Picture
    JBill 1,045 on at

    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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