Tip #1024: Make an entity regarding available from Outlook App

If you use the Dynamics 365 App for Outlook (the new Outlook interface), when you set regarding, you may notice that not all of your entities are available. Yet there is no “Outlook” checkbox on the entity. How do determine which entities are available to be selected as regarding objects for email from the D365 Outlook app?

The entities must meet the following conditions:

  1. Be activity enabled (check the activity checkbox on the entity configuration)
  2. Be mobile enabled. Outlook App and CRM Mobile App share the same interface, and if the entity is not mobile enabled, you will not be able to select it for the regarding record in the Outlook app.

This also means that the small number of system entities that cannot be mobile enabled (mainly goals, marketing, and legacy service entities) cannot have related activities tracked via the D365 Outlook App.

Leave a Reply

Your email address will not be published. Required fields are marked *