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Need to add a custom field from the Email table/entity to the Dynamics Outlook addin

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Posted on by lesotho_kid_dynamics

Hello,

We use Dynamics 365. Many of our users track emails in Dynamics 365 using the Outlook addin. The little form that displays on the right side of the screen in Outlook.

The issue is, we added a field to the email table (dropdown list of type of interaction) and want user to update this from Outlook using the addin. Is this possible? Searched online but could not find anything.

If above is not possible - or very difficult - how can we unlock emails in Dynamics 365 after they have been tracked? We wouldn't mind having the users go into Dynamics 365 and updating there - but all email activities display 'Read-only This record’s status: Completed'.

Appreciate any assistance you can provide,

Dan

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Community Member Microsoft Employee on at

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RE: Need to add a custom field from the Email table/entity to the Dynamics Outlook addin

Hi Partner,

Has the problem been solved? Any updates?

Please click Yes under "Did this answer your question?" to close this thread.

Thanks.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
lesotho_kid_dynamics 10 on at

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RE: Need to add a custom field from the Email table/entity to the Dynamics Outlook addin

Thank you Leah!
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Community Member Microsoft Employee on at

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RE: Need to add a custom field from the Email table/entity to the Dynamics Outlook addin

Hi partner,

You can't edit the field from outlook using the addin, but you can edit it in dynamics 365 through unlocking field.

1.Business Rules(The simplest way).

Create business rules and recommendations | Microsoft Docs

Go Settings > Customizations > Customize the system > Entities > Email > Business Rules to create one as following screenshot:

2.You can also use js code to unlock the field.

(1)js code:

function unlockField(executionContext) { var formContext = executionContext.getFormContext(); // get the form Context formContext.getControl("new_test").setDisabled(false); }

(2)Add js to web resource.

Go Settings > Customizations > Customize the system > Web Resource.

(3)Add the web resource to email form onload function.

Go Settings > Customizations > Customize the system > Entities > Email > Forms to open one form you need and click 'Form Properties'

3.Test.

Then you can find that optionset field(named test) can be changed with any value as your need.

Before:

After:

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
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Nya 29,056 on at

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RE: Need to add a custom field from the Email table/entity to the Dynamics Outlook addin

Hi Dan,

The other entities can be only added into the quick create list but cannot be updated.

Add a custom entity to quick create in Dynamics 365 App for Outlook (Dynamics 365 apps) | Microsoft Docs

At the same time, the completed emails cannot be modified.

But there are still other ways to modify it.

If you don't mind the emails with the completed status can be modified, the most straightforward way to unlock these fields is to use Business Rules.

Set the condition as Status = Completed.

Unlock the fields you want, then activate it.

After setting these steps, you can update the fields you set in completed emails.

You can modify it easily with Flow if you’re familiar to Power Automate.

Update it with on-demand workflow. It is necessary to change the email into an open one, then modify it and switch it into completed again.

Here is an example to update its content.

This on-demand workflow can be triggered at the location shown below.

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya
lesotho_kid_dynamics 10 on at

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Need to add a custom field from the Email table/entity to the Dynamics Outlook addin

Hello,

We use Dynamics 365. Many of our users track emails in Dynamics 365 using the Outlook addin. The little form that displays on the right side of the screen in Outlook.

The issue is, we added a field to the email table (dropdown list of type of interaction) and want user to update this from Outlook using the addin. Is this possible? Searched online but could not find anything.

If above is not possible - or very difficult - how can we unlock emails in Dynamics 365 after they have been tracked? We wouldn't mind having the users go into Dynamics 365 and updating there - but all email activities display 'Read-only This record’s status: Completed'.

Appreciate any assistance you can provide,

Dan