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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / D365 Outlook +(Quick C...
Customer experience | Sales, Customer Insights,...
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D365 Outlook +(Quick Create) for Quote not displaying

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Posted on by Ram Prakash 2,287

HI All,

I cannot see Quote Entity in +(Quick Create) in Outlook app. I have enabled reading Pane for outlook too, can any one help me here?

  • Suggested answer
    Shidin Haridas Profile Picture
    Shidin Haridas 3,497 on at
    RE: D365 Outlook +(Quick Create) for Quote not displaying

    Hi Ram Prakash, 

    Can you go to settings -> apps -> Dynamics 365 App for Outlook.

    https://{crmURL}.dynamics.com/main.aspx?forceUCI=1&pagetype=apps

    And ensure that Quote Entity is present on the App (and revelant Quick Create form enabled)

    7115.D365-app-for-outlook.png

    In addition, please check the following:

    1. You have necessary permissions to create Quote records.

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