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D365 App for Outlook: make Set Regarding required

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  • 1.  D365 App for Outlook: make Set Regarding required

    GOLD CONTRIBUTOR
    Posted Jan 16, 2020 09:28 AM
      |   view attached

    Hi crew,

    For a client I like to see if we can set the 'Set Regarding' field in the D365 App for Outlook to mandatory. They're not liking the fact that users can forget to set the regarding field which makes emails 'disappear' in the Dynamics black hole...

    The only thing I can find in customizing the app, is the card that shows the first 3 fields of the entity.

    Thanks for your input!


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    Rogier Vriezen
    CRM Consultant
    Amsterdam, Netherlands
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  • 2.  RE: D365 App for Outlook: make Set Regarding required
    Best Answer

    D365UG/CRMUG ALL STAR
    Posted Jan 16, 2020 12:21 PM
    I don't believe this can be set using the native tools. It looks like this field is dynamically generated and listed on the quick forms for this panel. For example, the "App for Outlook Contact Card" doesn't have a lookup field on is for the "Set Regarding".

    What if the user clicks on a related record towards the bottom of the panel? Such as a Case or Opportunity? This will open that record and the "Set Regarding" button is at the top. Thus, you are bypassing the lookup field you highlighted.


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    Aaron Back
    Microsoft MVP | Sr. Microsoft Dynamics 365 Consultant
    ACE Microtechnology
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
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  • 3.  RE: D365 App for Outlook: make Set Regarding required

    GOLD CONTRIBUTOR
    Posted Jan 17, 2020 02:51 AM

    Thank you, @Aaron Back for you reply. You're confirming what I already thought: the contact card is displayed below the dynamic lookup field for the Set Regarding, thus we don't seem to have any control over it...

    I guess we'll have to reach our goal by training users NOT to forget to use the Set Regarding field.

    Thanks,​



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    Rogier Vriezen
    CRM Consultant
    Amsterdam, Netherlands
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  • 4.  RE: D365 App for Outlook: make Set Regarding required

    Posted 29 days ago

    Hi @Rogier Vriezen ​, 

    OverrideTrackInCrmBehaviour OrgDBOrgSetting is meant for exactly same behavior. Refer below docs page for details:

    Emails and appointments are tracked with a Regarding record in Dynamics 365 App for Outlook (Dynamics 365 apps) | Microsoft Docs




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    Bhavesh Shastri
    Microsoft
    Redmond WA
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