Default the Set Regarding in from Outlook with custom Entity in MS CRM 2011


  • Hi,

    We have a requirement to default the "Look For" dropdown with our custom entity on click of "Set Regarding" field from Outlook, instead of the "Account" Entity that shows up on opening so that only the views of those entities which we will be using will be populated in the Views dropdown.

    We need to set regarding only for our custom entities along with contact record. Is it possible to hide the remaining system entities which we are not using from listing in the dropdown even for Sys Admins?

    We found a link to achieve this in an unsupported way in MS CRM 4.0. So wanted to know how this can be done in 2011.

    maandag 26 december 2011 12:00

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