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Microsoft Dynamics CRM (Archived)

Dynamics 365 App for Outlook: Quick Create from email to a Custom Entity (same ways as "add as Lead/Contact" button works)

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Posted on by Alex Pechenizkiy 10

Hi,

While Dynamics 365 App for Outlook allows to track and "set regarding" for custom entities and search against it (which is amazing!). I'm wondering if there a way (maybe with some programming?) to add an option to create a custom entity from email. The same way it works for native Lead and Contact, so all fields get populated from email, as it happens for Contacts.

Dynamics-365-Outlook-App-Quick-Create-Custom-Entity.png

Example: Vendor, Employee, Partner - any Contact like entity that for some reason was created as a custom entity in an D365 instance instead of having standard Contact reused as a different record type.

Anyone have idea how to enable or program this?

Thanks,
Alex 

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  • Suggested answer
    Alex Pechenizkiy Profile Picture
    Alex Pechenizkiy 10 on at
    RE: Dynamics 365 App for Outlook: Quick Create from email to a Custom Entity (same ways as "add as Lead/Contact" button works)

    Well, today Microsoft released Blog Announcement on this - Introducing the PowerApp that brings Common Data Service into Outlook , which I assume, tells us that now it is possible. Would need to test this and see if this works. Though the most interesting that now Sales/Service D365 Apps (read subscriptions) would not be needed for this, if I understand this messaging correctly.

  • maustin Profile Picture
    maustin on at
    RE: Dynamics 365 App for Outlook: Quick Create from email to a Custom Entity (same ways as "add as Lead/Contact" button works)

    Have you had any luck with this?  I too am looking for a way to get custom fields populated from email in outlook.  I did see something that may be of some interest.  If you go into the Customizations\Components\Apps and you should see the "App for Outlook" flow.  I hope that will be beneficial, if you do figure something out please share the info.

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