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Microsoft Dynamics 365 | Integration, Dataverse...
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Tracking Outlook Appointments to Custom Entities

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Hello! I'm hoping someone can help me. I made a new entity that is enabled to activities, and that appears in the Outlook app dropdown when searching for its records (together with Accounts, Contacts and the usuals).

But when it comes to actually tracking the Appointment, it works without fail when its Set Regarding an Account but then gets stuck on track pending if the Appointment is set to anything else (my custom entity, but also Contacts or Opportunities).

Weirdly, this is not the case for Emails. These can be tracked successfully regardless of what entity the regarding record is stored in.. It can handle Account, Contact, my custom entity etc.

I can't see how the configuration really differs (in the new Power Apps interface, both regarding fields appear to be set as lookup fields with Account as the entity it looks up to). But then I'm aware a "customer lookup" can handle looking up to at least both account and contact..

Please help! I desperately need successful tracking of Appointments to my custom entity. Thank you so much!

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