{knowhow} How to edit the Dynamics 365 App for Outlook screen

Recently there was a requirement to change the Dynamics 365 App for Outlook  screen. Basically when you set up the default App for Outlook, the Sitemap contains just the Activities and the Dashboards.

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However the customer wanted to show the Accounts and some other custom entities there as well in the menu. So how do we include it?

It’s quite obvious that the change needs to be in the SiteMap. However how can I change the Sitemap of the App for Outlook screen? Strangely enough that’s one unexplored area and surprisingly even consultants working day in day out on CRM tends to miss out on this.

To modify the app UI, perform the below steps.

Open up your solution that you are working on and go to Model driven apps.

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Add the Dynamics 365 App for Outlook app from the list of Apps.

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Now it’s just like modifying any other app. I just quick edit the sitemap to include the account and then publish it.

Re-open the outlook and you could see your changes in there.

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Easy wasn’t it?

Hope this helps.

Debajit Dutta
(Dynamics MVP)
For consultation/ training visit
http://www.xrmforyou.com or reach out to us at info@xrmforyou.com

Author: Debajit

I am a Dynamics CRM Most Valuable Professional (MVP) with 12 years of experience in Microsoft .NET Technologies and 9 years of dedicated experience in Microsoft Dynamics CRM. I have worked with companies like Microsoft, SanDisk, PwC, TMF Group and have extensive experience of implementing complex CRM solutions from both offshore and client side. Currently the face of XrmForYou.com with significant experience in delivering corporate training on Dynamics CRM and have already delivered multiple projects to client through XrmForYou.com Author of multiple tools on codeplex including the 'Role Based Views' and 'CRM-Sharepoint Metadata manager & Attachment Extractor' which are available for commercial use under XrmForYou.com For consulting/ training, drop me a note at info@xrmforyou.com or visit our website www.xrmforyou.com

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