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.
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.
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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