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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Customise the Set Rega...
Customer experience | Sales, Customer Insights,...
Answered

Customise the Set Regarding Lookup view for Outlook Plugin

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Posted on by Neil Cotton 74

I need to customise the view that is offered on the Set Regarding Lookup used in the Outlook Plugin.

The standard view for account shows Account Name, and Legal Entity(Company). Clicking expand shows the Account Number and City.

What I need to do is display the Account Name and the Owner primarily.

Is this possible?

Regards

 Neil

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  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi Neil,

    You can customize the Account Lookup view.

    Go Settings > Customizations > Customize the system > Entities > Account > View to open Account Lookup view:

    pastedimage1665720144231v2.png

    Make the fields you need in the correct position:

    pastedimage1665720122387v1.png

    Save and publish all customizatins.

  • Neil Cotton Profile Picture
    Neil Cotton 74 on at

    Hi  

    That was my initial thought, however the current view doesn't seem to match what I see in the Outlook plugin, so wondered if this was using some other, more integrated view.

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