Tip #1194: When the App for Outlook shows a random dashboard

Random street art

You provision the Dynamics 365 v9 App for Outlook and click the Dynamics 365 button in Outlook, but what you see is a random dashboard from Dynamics 365, not the Outlook App pane with the set regarding options. The thing you need to know is that the Outlook app pane is a dashboard in Dynamics […]

Tip #1171: You can now configure the Dynamics 365 v9 App for Outlook

Wrenches

In Dynamics 365 version 9, the App for Outlook is an app module. However, when initially released, this app module was not configurable. Microsoft has introduced the ability to filter the entities included in the app module — this means that if you don’t want users to see certain entities in the set regarding dialog, […]

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 […]

Tip #988: Tracking confidential emails

Tip of the day reader Christian Schulte shares the following tip about tracking emails flagged “confidential” with Dynamics 365 for Outlook (the “Outlook client”). Let’s say you get a mail with a confidential-flag with sensitivity level set. It is not important which sensitivity-level it is (private, personal, confidential). If you decide to track this mail, […]

Tip #976: Dynamics 365 Outlook App conversation tracking

Now that the Outlook client is deprecated, it is important to be aware of how the automatic tracking options work with the new world of Outlook App + Server-Side Synchronization. If you have your personal options set to track email messages in response to tracked emails in Dynamics 365, when a user tracks and sends […]

Tip #940: Dynamics 365 Outlook client vs. Outlook App: which is faster?

Arm wrestling competition

In this video we compare setting regarding and tracking emails in CRM for Outlook (Outlook Client) and the new Dynamics 365 App for Outlook. Which is faster? Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas […]