{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.

image

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.

image

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

image

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.

image

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

Advertisements

2 thoughts on “{knowhow} How to edit the Dynamics 365 App for Outlook screen

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s