So, you’re all set to use D365 App For Outlook from your OWA (Outlook Web App) or even from your Desktop client. Let’s look into enabling any given entity (predefined or custom) to show up while searching in the D365 App For Outlook
Let’s say, you have these entities already enabled when you recently setup the App
And you don’t have your custom entity, say, Customer Subscriptions enabled yet. So let’s set that up.
- Make sure the users’ mailbox is synced using Server Side Sync and they have been enabled to use D365 App For Outlook.
You can see the above settings from Settings > Dynamics 365 App For Outlook as shown below –
- Make sure the Entity is already enabled for Activities so that it can be used to track records against.
Note: I also read on other blogs stating that the entity should also be present in the Categorized Search under Settings > Administration > System Settings – General Tab. But this worked for me without it.
Enable entity for D365 App For Outlook
Now, let’s enable Customer Subscriptions to be available in the D365 App For Outlook
- We will need to add it in the D365 App For Outlook itself. Navigate to Settings > My Apps as shown below
If My Apps is missing from your SiteMap, you can refer to my blog for using the shortcut link to access it – ‘My Apps’ missing from D365 SiteMap
- In My Apps, find Dynamics 365 App For Outlook app and open it in the App Designer as shown
- Once you open it, on the right hand side, expand Entities
- Find that Customer Subscriptions (or your entity which you wish to enable) is not enabled yet.
- Enable it by clicking the checkbox. It will now appear in blue and selected
- It will also appear on the left hand side now
- Simply Save and Publish the changes.
Entity is Enabled
In your Outlook (OWA of Outlook client app), when you restart or re-open open the app, you’ll see that the entity is enabled as below and you can use it to search and track records against.
And we are done. 🙂