Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Unanswered

Microsoft Office Outlook Client - No auto-populate any of the fields

Posted on by Microsoft Employee

Dear community members,

We faced an issue with Dynamics 365 Outlook Client performance. Previously each team when a user tried to create a potential opportunity record - contact and company (account) if they present in CRM were autopopulated on the corrrespondong fields of the form. However, now when we try to create an opportunity or any other possible records, no fields are afterpopulated.

Please have a look on screenshot below.

inbox.png

Can someone face with this issue?

Or there are any changes required to be applied to the system to fix it?

Thank you!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Microsoft Office Outlook Client - No auto-populate any of the fields

    One addition: client successfully find connection to the created records, such as Contact (from email recipient). However, not transfer or populate it to the new record creation.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans