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Outlook app recent changes - missing quick set regarding links

  • 1.  Outlook app recent changes - missing quick set regarding links

    SILVER CONTRIBUTOR
    Posted Mar 26, 2019 08:46 AM
    We started noticing yesterday that the "links" to quickly set the regarding on an email to things like a case or opportunity are missing.  We've had two recent updates and are now on version 9.1.0.3056.

    Is anyone else seeing this same behavior?  We've tried re-adding the app for some people that are experiencing it but that hasn't worked.


    Set regarding button in Dynamics 365 App for Outlook pane

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    Eric Veneziano
    Sales System Analyst
    Minitab, Inc.
    State College PA
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  • 2.  RE: Outlook app recent changes - missing quick set regarding links

    TOP CONTRIBUTOR
    Posted Mar 27, 2019 08:21 AM
    Hi @Eric Veneziano, our App for Outlook has never looked like it does in your screenshot, cosmetically speaking.  Functionally speaking, up to Dynamics 365 Online v8.2 we did have the link icons to quickly set regarding to an account or case.  When we upgraded to v9 our App for Outlook changed so that the link icons are no longer available.  The functionality is still there, in the 2 ellipsis's i've highlighted below you can click on them and then click on Set Regarding so its an extra click.


    Hope this helps.​

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    Mark Aston
    Data Analyst
    Ordnance Survey
    Southampton, UK
    ------------------------------

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  • 3.  RE: Outlook app recent changes - missing quick set regarding links

    SILVER CONTRIBUTOR
    Posted Mar 27, 2019 08:31 AM
    Thanks @Mark Aston  Ours never quite looked like that either but we did always have the links even after we went to v9.  We do have the option like you show in the ellipsis for the Account and Contact but for things like Opportunity or Case it's not there, screenshot below.  We'll probably have to open a case to see if this is a bug.


    No link in Outlook App

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    Eric Veneziano
    Sales System Analyst
    Minitab, Inc.
    State College PA
    ------------------------------

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  • 4.  RE: Outlook app recent changes - missing quick set regarding links

    TOP CONTRIBUTOR
    Posted Mar 27, 2019 10:01 AM
    Hi @Eric Veneziano​, if you click on one of those opportunities in your screenshot or a case, you'll find the link icon available (see below).  Again, the functionality is there, just unfortunately an additional click away and not obvious that it is there whereas having the link available on the main App for Outlook form was better for users.



    ------------------------------
    Mark Aston
    Data Analyst
    Ordnance Survey
    Southampton, UK
    ------------------------------

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  • 5.  RE: Outlook app recent changes - missing quick set regarding links

    SILVER CONTRIBUTOR
    Posted Mar 27, 2019 10:31 AM
    Thanks @Mark Aston. We are aware of that, also most users will just search in the Set Regarding box but there are a few that really liked the convenience of easily clicking the link right on the main screen.  It looks like it should be there ​in the ellipses but for some reason it's not showing.

    ------------------------------
    Eric Veneziano
    Sales System Analyst
    Minitab, Inc.
    State College PA
    ------------------------------

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  • 6.  RE: Outlook app recent changes - missing quick set regarding links

    SILVER CONTRIBUTOR
    Posted Mar 27, 2019 08:30 AM

    The link is not missing, just 'moved' one more click away. 

     

    What you should see instead is the ellipses (...) that indicate there are more choices than can fit at that spot.   If you click the ellipses, you will see the Set Regarding icon along with a new feature that was added -  the ability to view the record directly in D365.   Because MS Added this new feature, the Set Regarding was moved down one click in the hierarchy.

     

     

    John E. Cisek

    Director, Operations

    P: 312.327.1295

    FOX-30th-200x64

    100 S Wacker Dr., Suite 800
    Chicago, IL 60606

    www.familyoffice.com

     




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  • 7.  RE: Outlook app recent changes - missing quick set regarding links

    SILVER CONTRIBUTOR
    Posted Mar 27, 2019 10:33 AM
    Thanks @John Cisek.  We have that option for Account and Contact but not for Opportunity or Case.  For Opportunities and Cases we need to click through to the record and then click to set regarding.  Not a show stopper but a lot of uses liked the convenience of having it right on the main screen or even within the ellipses.​

    ------------------------------
    Eric Veneziano
    Sales System Analyst
    Minitab, Inc.
    State College PA
    ------------------------------

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  • 8.  RE: Outlook app recent changes - missing quick set regarding links

    Posted Mar 27, 2019 12:04 PM
    ​We too have noticed the same issue. I have an active ticket with Microsoft and will reply once I have more information

    Heath

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    Heath Purdy
    IT Operations Engineer
    ACIS
    Boston MA
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