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Customize search view in Dynamics 365 for Outlook

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Posted on by JKS Dynamics

How do I customize which fields show up when Track Regarding?

I've looked at all of the Account Views and none of them look like this or have these three fields as the first three fields in the view.

Thanks

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JKS Dynamics on at

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RE: Customize search view in Dynamics 365 for Outlook

Thank you. For clarification, are you saying that the Outlook App shows the first form listed in the Form Order? In this case Account Reference Panel? Where else does this Form Order come into play if I change the order?
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Tyson Bosse on at

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RE: Customize search view in Dynamics 365 for Outlook

Hello,

If you navigate to settings > customizations > customize the system > expand entities > expand account entity > click forms > it will be one of the forms with "form type" = "Quick View Form". If you have multiple quick view forms, you would want to then select form order and place the one you want to use on top.

-Tyson