Dynamics 365 App for Outlook - missing form

(0) Share

Report

Posted on by Mattb-Motive

Hi everyone

I am currently trying to customize the 'Dynamics 365 App for Outlook'.

I was able to easily find the 'App for Outlook Contact Card' but I cannot find the corresponding Quick View form for the Account table. It simply doesn't exist anywhere!!

In Outlook when an email is tracked regarding an account record, the account details display in the form - so it must exist somewhere!

I installed from AppSource this week:

AppforOutlookAnchorSolution Version 1.2.28.0
AppforOutlookCDSSolution Version 1.2.310.0

I've tested this across two tenants, and still can only see the Contact form.

Any suggestions on how to find the Account from would be appreciated.

Thanks
Matt

Note: Account has been renamed to Client, Contact to Worker

I have the same question (0)

All responses (1)

Answers (1)

Verified answer

Mattb-Motive 44 on at

Like (0)

Report

It looks like the Outlook App is using the top three rows of the Account's 'Account Reference Panel' quick view form to display an Account record!

Was this reply helpful? Yes No