Tip #1234: When Dynamics 365 App for Outlook hasn’t found what you’re looking for

person searching through tabbed folders

You set regarding in the Dynamics 365 App for Outlook, but you don’t get the results you expect. If you are in Outlook desktop, you should be aware that behind the scenes webpages rendered in Outlook (and the entire Office platform) are rendered in Internet Explorer. This issue can be caused by cache issues in […]

Tip #1222: View is not available error in App for Outlook

assorted-color signage lot on road during daytime

Update: this can also be caused by system views being deactivated. See https://support.microsoft.com/en-us/help/4338690/the-view-is-not-available-error-message-appears-when-opening-an-email ————————————— You open Dynamics 365 App for Outlook and you see an error in the Outlook app pane saying “View is not available. Contact your administrator.” This part of the pane is a form in the contact or lead entity called the […]

Tip #1180: Rejiggering the Outlook App

Crossroads signpost

I dedicate today’s tip to Steve Mordue, who asked me how to do this. Let’s say you have the Dynamics 365 App for Outlook configured against D365 instance A, but you are moving instances and want to use it with instance B. Log in to https://outlook.office365.com/owa/ Click the settings gear in the upper right corner Select Manage […]

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 #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, […]