Solved: Re: App for Outlook not searching custom tables

tschopp · ‎10-05-2023

Our client is trying to use the Dynamics 365 App for Outlook to attach emails to records in custom entities. We've modified the app and added the custom entities, saved and published. But when searching for the records inside Outlook on the Dynamics 365 panel, it's not finding records in the custom tables. We have this working in our development environment, but it's not working in the client environment. We have confirmed that the client's Outlook settings are looking at the correct Power Apps env. Are there any other settings we're missing that will get this working for them?

tschopp · ‎10-26-2023

@cchannon Yes, we figured it out. Global Search was not enabled in that environment. Once it was enabled, the custom tables were available in the Outlook app. Thanks for your help!

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cchannon · ‎10-05-2023

The App for Outlook is actually an App in your Dataverse Database, which means it also needs any custom tables to be added to it manually. From the Maker interface, go to your list of Apps and find the Outlook App. Open it in the editor and add the custom tables to it.

tschopp · ‎10-05-2023

Hi cchannon,

We've already done that part. We modified the app and added the custom tables. They are still not showing up in the search results

cchannon · ‎10-05-2023

What about the Quick Create form? The app for Outlook can only open QC forms, so if you haven't set them up, those tables won't appear.

https://learn.microsoft.com/en-us/dynamics365/outlook-app/add-a-custom-entity-to-quick-create

tschopp · ‎10-05-2023

The users aren't trying to open a form for the custom tables. They're clicking on the "magnifying glass" search button, not the New (quick create) Menu. We have it working in another environment without enabling Quick Create for the custom tables.

cchannon · ‎10-05-2023

Oh, ok, I clearly misunderstood.

So you're talking about the RECORDS not appearing in the lookup. Have you confirmed that the same users in a model driven app CAN see these records, in order to eliminate roles as a possibility?

tschopp · ‎10-05-2023

Yes, that has been confirmed.

cchannon · ‎10-05-2023

What about the View in the app? Does it maybe have some weird filter on it?

tschopp · ‎10-05-2023

Would that be the Advanced Find View? I checked it and any others that might be in play. The only filter is Status=Active. And the expected records are active.