Today i am going to share quick tip of how to add an entity and filter views on Dynamics 365 App for Outlook.
You know what i am referring to, ok you got it ? if not see below screen shot..
So there might be requirement to only show certain entities and view and hide unnecessary entities to the Dynamics 365 App for Outlook users.
In that situation we can modify the site map of the “Dynamics 365 App for Outlook”.
Go to the Settings > Customizations > Customize the system > Model driven Apps > Double click on the Dynamics 365 App for Outlook..
Refer to the below screen shot.
Once you double click on the Dynamics 365 App for Outlook.. Sitemap will be opened and click add(+) then select the entity you want to add,
for instance i will add “Quote” and check box ” add all assets” and click on the Views you want to show on the Dynamics 365 App for Outlook..
Refer to the below screen shot..
Select the “Quote” entity and check the ” Add All Assets”.
Now you can change the views as well see below screen shot.
Click on the view and select “All” check box.
Now “Save and Close”.