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When Tracking an email in Outlook, can I search for Campaigns in "set Regarding"

Posted on by 117

Currently I can see Cases, Contacts, Knowledge Articles, Leads, Opportunities and Organisations.

I'd dearly love to set a Campaign in the Regarding field from Outlook, without having to navigate into Dynamics to do this.

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  • Verified answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: When Tracking an email in Outlook, can I search for Campaigns in "set Regarding"

    Hi,

    If the issue has been solved, it would be appreciated if you could click "Yes" to verify my answer.

    Image

    If there is any further doubt, please do not hesitate to let me know.

  • simonsnell Profile Picture
    simonsnell 117 on at
    RE: When Tracking an email in Outlook, can I search for Campaigns in "set Regarding"

    T H A N K    Y O U !!!!!

    That is fantastic - 5*

  • Suggested answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: When Tracking an email in Outlook, can I search for Campaigns in "set Regarding"

    Hi,

    You just need to customize the Dynamics 365 App for Outlook in App Designer.

    pastedimage1634800374875v1.png

    Add the Campaign entity into the entities list.

    pastedimage1634800402981v2.png

    pastedimage1634800425237v3.png

    Save and publish the app, then you'll see the campaign records in the regarding lookup field.

    pastedimage1634800550344v4.png

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