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Enable a custom entity to appear in the Regarding lookup in Dynamics 365 App for Outlook (Dynamics 365 apps) | MicrosoftDocs
Enable activities to use Set Regarding lookup in App for Outlook.
05/20/2021
jimholtz
article
Dynamics 365 apps
0dfd6100-b4ed-4959-9acb-cc0a1dbbb6d6
99
sidhartg
sidhartg
admin
customizer
enduser

Enable activities to use Set Regarding lookup in App for Outlook

In App for Outlook the Set Regarding lookup lets you link an email message, appointment, or task to a specific app row. To use the Set Regarding lookup, activities need to be enabled for the table.

Most out-of-box (OOB) tables have activities enabled by default, which cannot be disabled. For custom tables that you create, make sure to enable activities to use the Set Regarding lookup in App for Outlook. Once activities are enabled, it cannot be disabled for any table.

[!div class="mx-imgBorder"] Set regaring lookup.

Enable activities for a table

  1. To enable activities, Sign in to Power Apps.

  2. On the left nav, select Dataverse to expand it and then select Tables.

    [!div class="mx-imgBorder"] Go to Tables in maker portal. Screenshot of the Power Apps window, which shows the Dataverse menu open and the Tables menu item is highlighted.

  3. Select a table.

  4. On the command bar, select Settings.

    [!div class="mx-imgBorder"] Select settings.

  5. Expand Advanced options > Make this table an option when, and select the checkbox for Creating a new activity.

  6. [!div class="mx-imgBorder"] Communication and collaboration activity enabled. Screenshot of the Power Apps window, which shows that the Creating a new activity checkbox is filled.

Important

Once enabled this setting can't be disabled. If prompted, select Okay to confirm.

  1. Select Save.

Verify the table is added to the app designer

  1. Sign in to Power Apps.

  2. On the left navigation pane, select Apps.

  3. From the list of apps select Dynamics 365 App for Outlook and then select Edit.

    [!div class="mx-imgBorder"] Select Dynamics 365 App for Outlook and then select edit.

  4. In the app designer, choose table and browse to find your custom table.

    [!div class="mx-imgBorder"] Select and add the custom table.

  5. Select Save and then Publish the app.

See also

Filter entities and views that appear in Dynamics 365 App for Outlook.

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