How can I hide the “Add as Lead” in Dynamics 365 app for Outlook?
Screenshot:
If you remove the Lead entity from the Assets/artifacts of App for Outlook (AFO UCI model driven app), then this will not list the Add as Lead option. It will also remove other functionalities related to Lead entity in app. This is the only way, if you wanted to use Lead in other areas of AFO - then this is impossible to hide.
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I removed the Contact, Lead, and Account tables, but I still have the three options "Add as Contact", as so on.
I noticed there is another table called Connection which seems to contain only relationships. Contact, Lead, and Account are in the Connection table as relationships, and the three custom tables that I added to App for Outlook don't appear.
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I would like to know if it is possible to associate some customs actions for contacts that satisfy some particular conditions. For example, if the contact has Linkedin profile specified, i would like to show it in its contact window. I don't know if contact window allows such type of customization or not. I have tried it but I haven't been able to achieve it. Could you confirm if such level of customization is possible?
Below an screenshot of the window I am interested in:
You can create a form region in Outlook where you could display the required information about the contact item. Read more about Outlook form regions in the Walkthrough: Design an Outlook form region article.
If that information is absent on the contact item you may prevent the form region from displaying, see How to: Prevent Outlook from displaying a form region.
Be aware, Outlook has already delivered a solution for integrating contacts with LinkedIn profiles. The LinkedIn Outlook Connector lets you add your LinkedIn account to Outlook and displays your connections in the Contacts section of the application. It also provides ways to add new connections through email, and keeps you up-to-date with the status updates of your connections. You can remove the add-in if you no longer want LinkedIn integrated with Outlook.
Read more about social connectors for Outlook in the Outlook Social Connector 2013 provider reference section.
I have the functionality to send an email when the case is created in Dynamics 365 and the regarding is set as the Case which is created.
But in Dynamics 365 App for Outlook, I don't see the regarding field tracked as in the below image:
Set Regarding In Dynamics 365 App For Outlook
Please share your suggestions on this issue.
Usually Tracking is just a clone/copy operation of Outlook object like Email/Appointment to avoid duplicate data entry in Dynamics side. So users will Track or Set Regarding in Outlook to ship that Email/Meeting into Dynamics as an Activity record. In the background, SSS will map the ExchangeId, CRMId for further handshakes. Moreover this is to see all activities in one place like Timeline or Activities view or regarding record.
What you are doing is sending out Email from Dynamics, this is going to be in Dynamics activities view/Timeline under regarding record. But you are not going to get the reverse behavior in Outlook as its not originated there.
Even if you track it again in outlook - it won't recreate in Dynamics. I tested all these in my environment, the same behavior exists.
Further replies/forwards will be auto-tracked like Ankuser said.
Read more: Aaron's Blog series
You will get Tracked when you receive a reply to this email.
For use case Send email from some other user and ask this user to reply back to you in outlook. Once they reply back you will have tracked to particular case.
I'm using Dynamics CRM 2015 (7.0.2.53) and Outlook 2016 (16.0.7766.7080) with the CRM for Outlook (7.1.1.3113) addin.
What I am trying to achieve is to give users the ability to specify an Activity Category against an email which they Track and Set Regarding from Outlook.
Currently, upon tracking and setting regarding on an email in Outlook, an Email Activity is created against the specified Entity record (let's say an Opportunity) in CRM, which is fine. The problem is that I cannot find any way to allow the user to specify an Activity Category for that created Activity either during the Track/Set Regarding process, or even after the Activity is created in CRM.
Is what I'm trying to achieve possible and if not, is there any other way to achieve a similar result, so that users can specify some value from a set of options against an email when they track it from Outlook to CRM, so that value can then be used for reporting purposes?
Basically there is no way of adding some custom functionality to Tracking Emails from Outlook. So you cannot add anything in Outlook plugin that will allow you to perform some operation on CRM side to set the Category right.
You can always make a plugin/workflow on Email creation in CRM and based on some email properties (topic, content, recipients etc.) set this category by youself - but of course users still will be unable to change it.
When email is created in CRM, it's disabled (because it usually already has been sent), but you can still modify it using workflows and dialogs. So you can always create a Dialog (https://msdn.microsoft.com/en-us/library/gg509010.aspx) and there you can prompt for proper category and set it on the email. So I can see a scenario like that - you have a view of Emails that are not categorized (or a Queue, where you put them in a plugin when user is tracking email from outlook). You pick Email, click "Start Dialog" which will be called "Set Category" or whatever, and set the category. Of course after this operation Email will vanish from the view. You can always create a reminder for the users to set the category for their mails, this should be included in new users training etc. Without any hardcore custom coding I think that's the only thing you can do (because if you don't mind writing more complex stuff you can always prepare some custom HTML5 control on Email form that will allow you to set the category field).
We made a new field in the Lead entity in CRM and made it required.
We're trying out the CRM for Outlook add-in and when we convert to a Lead, it asks for Surname, Company Name, email etc. but not our required field. This means that when you hit Save as Lead, it fails as the entity is looking for our custom required field to be there.
Is it possible to change the form that Outlook shows? I would have hoped any customisations would have surfaced automatically through this form since CRM allows you to customise the entities.
OK, it turns out that Outlook actually does bypass any custom fields which you've made required. It was the plugin I had which was throwing the error as I was expecting it to be populated, whereas Outlook leaves it alone. A quick check works fine
I have CRM 4 Online account and am very new to dynamics CRM. I have to create a webpage where customer can send testimonials and I want to push those into a custom entity called testimonials. I cannot figure out a way to change the Internet Lead Capture to make it put data received into a custom entity directly. Any help is greatly appreciated. Right now I am tight on budget and cannot buy Web2CRM.
Create a new user call Testimonials
Create a new tab on the Lead Form called Testimonials and put one new lead field on that tab call Testimonials with a large box (space)
Create your landing page with the field Testimonials for customers to submit
Once the internet leads arrive, simply assign them to the new user that you created name 'Testimonials"
To view all testimonial, go to leads and save a view showing all leads owned by 'Testimonial"