<div>
<div class="content wysiwyg-content">
I want to restrict the entities that appear in the checklist when one uses the &quot;Set Regarding&quot; functionality of the MS CRM Dynamics 4.0 Outlook add-in.<br />
<br />
The attached screenshot shows the complete list of entities in the system. &nbsp;I want this to only show the ones we are actively using. &nbsp;Specifically,<br />
<br />
Account<br />
Contact<br />
Opportunity<br />
Project<br />
<br />
I've successfully customized the site map so that these are the only entities that appear in the left panel Outlook folder navigation. &nbsp;However, the site map does not change what is in here.<br />
<br />
We are running CRM in-house so we have complete control to alter as needed.<br />
<br />
Can this be done without access to the actual add-in source code?<br />
<br />
If so, how?<br />
<a href="https://filedb.experts-exchange.com/incoming/2010/04_w18/299361/screen1.png" target="_blank" class="file-inline" title="screen shot of entity pick list for &quot;Set Regarding&quot; (39 KB)"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 512 512"><path d="M67.508 468.467c-58.005-58.013-58.016-151.92 0-209.943l225.011-225.04c44.643-44.645 117.279-44.645 161.92 0 44.743 44.749 44.753 117.186 0 161.944l-189.465 189.49c-31.41 31.413-82.518 31.412-113.926.001-31.479-31.482-31.49-82.453 0-113.944L311.51 110.491c4.687-4.687 12.286-4.687 16.972 0l16.967 16.971c4.685 4.686 4.685 12.283 0 16.969L184.983 304.917c-12.724 12.724-12.73 33.328 0 46.058 12.696 12.697 33.356 12.699 46.054-.001l189.465-189.489c25.987-25.989 25.994-68.06.001-94.056-25.931-25.934-68.119-25.932-94.049 0l-225.01 225.039c-39.249 39.252-39.258 102.795-.001 142.057 39.285 39.29 102.885 39.287 142.162-.028A739446.174 739446.174 0 0 1 439.497 238.49c4.686-4.687 12.282-4.684 16.969.004l16.967 16.971c4.685 4.686 4.689 12.279.004 16.965a755654.128 755654.128 0 0 0-195.881 195.996c-58.034 58.092-152.004 58.093-210.048.041z"/></svg>screen1.png</a>
</div>
</div>


screen shot of entity pick list for "Set Regarding"

screen1.png

I want to restrict the entities that appear in the checklist when one uses the "Set Regarding" functionality of the MS CRM Dynamics 4.0 Outlook add-in.

The attached screenshot shows the complete list of entities in the system.  I want this to only show the ones we are actively using.  Specifically,

Account
Contact
Opportunity
Project

I've successfully customized the site map so that these are the only entities that appear in the left panel Outlook folder navigation.  However, the site map does not change what is in here.

We are running CRM in-house so we have complete control to alter as needed.

Can this be done without access to the actual add-in source code?

If so, how?

Restrict the pick list in the &quot;Set Regarding&quot; functionality of the CRM for Outlook addin

The tax and financial software topic covers both personal and organizational software, ranging from checkbook managers and tax calculation systems to sophisticated general ledger, accounts receivable and payable, payroll, inventory and planning packages. Two of the most common titles are Quickbooks and Microsoft Dynamics.

Tax / Financial Software

Microsoft Dynamics is a line of enterprise resource planning (ERP) and customer relationship management (CRM) software applications. Dynamics can be used with other Microsoft solutions, such as SharePoint, Yammer, Office 365, Azure and Outlook. Dynamics ERP comprises a group of enterprise-resource-planning products includes Dynamics AX (formerly Axapta), a multi-language, multi-currency enterprise software with business management features for financial, human resources, and operations management; Dynamics GP (formerly Great Plains Software); Dynamics NAV (formerly Navision) for financials, supply chain, and people; Dynamics SL (formerly Solomon IV)for project-driven organizations; Dynamics C5 (formerly Concorde C5) for manufacturing, supply chains, analytics and electronic commerce; and Dynamics CRM.

Restrict the pick list in the &quot;Set Regarding&quot; functionality of the CRM for Outlook addin

Restrict the pick list in the "Set Regarding" functionality of the CRM for Outlook addin