Dynamics CRM 4.0 Outlook Set Regarding Lookup Record

Posted on 2011-05-12
Last Modified: 2012-05-11
In Outlook when you click Set Regarding and More to add an Outlook Item to CRM it brings up a Look Up Records window with Accounts as the default picklist choice.  Can this be changed to Opportunity?
Question by:sbdt8631
    LVL 29

    Accepted Solution

    I don't think you can do this in the Outlook lookup window. You can achieve this in CRM forms that have a lookup.

    But in CRM for Outlook, once you have searched on Opportunities once for the Set Regarding, Opportunities is shown in the most recently used list in Set Regarding.
    LVL 1

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