Skip to main content

Notifications

Dynamics 365 general forum

Customize Dynamics App for Outlook

Posted on by Microsoft Employee

Hallo everybody,

I want to customize the App for Outlook.

1) I need the Account as a mandatory field, when a Contact is created:

8171.0218.Screenshot-1.PNG

2) I want to extend the '+' Action with other Activity Types like for example 'Letter':

4606.8204.Screenshot-2.PNG

Is this possible? And where can I configure this?

Categories:
  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Customize Dynamics App for Outlook

    Hi,

    1) simply in CRM go under customizationCustomize the system, select contact entity, extend fields, open Account Name field

    Finally change the "Field Requirement" level

    2) simply in CRM go under customizationCustomize the system, select letter entity and check "Enable for mobile"

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans