(One you might not face but I will mention it anyway …. So I can use the “Entities” option under the “ARTIFACTS” heading to add an remove entities.Īt this point I did encounter a small issue. The entities listed here (that can have activities) are the ones that will show in my “set regarding” field. You can see below that my model driven app already includes a number of entities. You can see below that I have located the “Dynamics 365 App for Outlook” model driven app in my solution. One that just happens to be one that shows within Outlook. I foolishly hadn’t realised (initially) that the Outlook App is “just” another model driven app. Next I simply needed to add my custom entity into a model driven app. To demonstrate this change I created a custom entity and enabled it for activities. Meaning an entity must be enabled for activities to show in the set regarding lookup. The list is all entities included in your Outlook App which are capable of having activities tracked against them. It might be important to understand that we might not be seeing all of the entities enabled within your Outlook App here. It turns out that changing this list is really simple! I only had one minor challenge which seems to be a small “feature” in the App Designer. Searching in this field will typically return results from the standard set of entities I have mentioned above.Ĭlicking into your set regarding field and selecting the “New Record” option might helped easily show all of the entity types enabled in my instance. To give context to this problem I have shown my Dynamics 365 Outlook App below and you can see the set regarding field. Or what if you have a custom entity that would be really useful to include in the Outlook App. But what if you want to remove the ability to track emails against cases, as maybe you don’t use them. Those being things like contact, account, lead, case and opportunity. I ‘d never really considered before that when I’m tracking emails in the Outlook App I am not presented with all entities … I can only set an email regarding a subset of entities.
What if we want to remove entities from this list or add custom ones?”. “In the Dynamics 365 App for Outlook we can track emails as being regarding a standard set of entities. I recently got asked a simple question but one I didn’t immediately know the answer for! As I had to research the answer I thought a blog post might help anyone who is presented with a similar question.
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