Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Cannot set regard emai...
Microsoft Dynamics CRM (Archived)

Cannot set regard emails to Cases Entity using Dynamic365 Addin

(0) ShareShare
ReportReport
Posted on by Zeera 77

Hi guys,

I have issues set regarding emails to a case using dynamics365 app. 

Firstly, when I track email and search for a case, it doesn't find the case. I can search all other entities but not case. although I can see few cases in Recently used records but not all. 

Secondly, I can also not see Case Entity when I click on NEW so I cannot create cases either from Dynamics 365 App. 

4204061.Capture.PNG

The steps I have done so far 

  • Case entity is searchable for quick create
    Option to select entities for categorized search
  • Select Entities dialog box
  • Case entity is enabled for set regarding
  • Case entity is enabled for quick create and is also enabled for mobile
    6318.Capture2.PNG

Can someone help please?

*This post is locked for comments

  • Zeera Profile Picture
    Zeera 77 on at
    RE: Cannot set regard emails to Cases Entity using Dynamic365 Addin

    Thanks Ravi. issue is resolved.

    I left it for a day and checked again next day and it worked.

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Cannot set regard emails to Cases Entity using Dynamic365 Addin

    Check this thread as well in case you have missed anything-

    community.dynamics.com/.../231060

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Cannot set regard emails to Cases Entity using Dynamic365 Addin

    Hi Zeera,

    Did you restart outlook & clear cache. I come across this issue a while ago and unchecking the settings under "Outlook & Mobile" worked.

  • Zeera Profile Picture
    Zeera 77 on at
    RE: Cannot set regard emails to Cases Entity using Dynamic365 Addin

    Thanks Ravi, I am able to search the exisiting cases now which is good. 

    However, I am still not able to create new case, the entity is not visible. Would you know why? 

    0576.Capture3.PNG

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Cannot set regard emails to Cases Entity using Dynamic365 Addin

    Hi Zeera,

    Under the entity definitions >> Outlook & Mobile, uncheck '“Read-only in mobile”, Publish Customizations, Restart Outlook and then try again

    You may need to clear your browser cache as well if it doesn't work.

    Hope it helps.

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

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,407 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans