[Okta Webinar] Learn how to a build a cloud-first strategyRegister Now


Dynamics CRM 4.0 Outlook Set Regarding Lookup Record

Posted on 2011-05-12
Medium Priority
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 30

Accepted Solution

Feridun Kadir earned 2000 total points
ID: 35749858
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.

Author Closing Comment

ID: 35753469

Featured Post

Free Tool: SSL Checker

Scans your site and returns information about your SSL implementation and certificate. Helpful for debugging and validating your SSL configuration.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

This article will help to fix the below errors for MS Exchange Server 2013 I. Certificate error "name on the security certificate is invalid or does not match the name of the site" II. Out of Office not working III. Make Internal URLs and Externa…
Mailbox Corruption is a nightmare every Exchange DBA wishes he never has. Recovering from it can be super-hectic if not entirely futile. And though techniques like the New-MailboxRepairRequest cmdlet have been designed to help with fixing minor corr…
Get people started with the process of using Access VBA to control Outlook using automation, Microsoft Access can control other applications. An example is the ability to programmatically talk to Microsoft Outlook. Using automation, an Access applic…
There are cases when e.g. an IT administrator wants to have full access and view into selected mailboxes on Exchange server, directly from his own email account in Outlook or Outlook Web Access. This proves useful when for example administrator want…
Suggested Courses

834 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question