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Dynamics 365 CRM Outlook app, lookup using accountnumber for case RRS feed

  • Question

  • Hi,

    We are having a problem with the new outlook app when creating a case from an appointment.

    1. Open an appointment in outlook
    2. Press the Dynamics 365 button.
    3. Press the "+ New" button in the Dynamics 365 window and select Case(incident).
    4. Try looking up an customer account using the accountnumber.

    The accountnumber is one of the 3 fields displayed in the search results and this works perfectly on the web.

    Is there a reason that you can only search for the name field in the outlook app?
    Can you modify in any way what fields are searchable in the outlook app?

    Any information would be appreciated.

    Best regards,
    Halldór


    Halldór Jóhannsson

    Thursday, May 17, 2018 9:06 AM

Answers

  • Hello Halldor,

    This forum is for Azure IoT Hub development related. For CRM, you can ask a question at Microsoft Dynamics CRM Forum.

    Best regards,

    Rita


    MSDN Community Support
    Please remember to click "Mark as Answer" the responses that resolved your issue, and to click "Unmark as Answer" if not. This can be beneficial to other community members reading this thread. If you have any compliments or complaints to MSDN Support, feel free to contact MSDNFSF@microsoft.com.

    Friday, May 18, 2018 2:26 AM

All replies

  • For some reason I was unable to select the CRM forums, is there anyone that can move this question there please?

    Best regards,

    Halldór


    Halldór Jóhannsson

    Thursday, May 17, 2018 9:07 AM
  • Hello Halldor,

    This forum is for Azure IoT Hub development related. For CRM, you can ask a question at Microsoft Dynamics CRM Forum.

    Best regards,

    Rita


    MSDN Community Support
    Please remember to click "Mark as Answer" the responses that resolved your issue, and to click "Unmark as Answer" if not. This can be beneficial to other community members reading this thread. If you have any compliments or complaints to MSDN Support, feel free to contact MSDNFSF@microsoft.com.

    Friday, May 18, 2018 2:26 AM