Dynamics 365 App for Outlook – missing form

Forum Post: Change the Filter On option on Opportunity Associated View for Account form

Hi everyone

I am currently trying to customize the ‘Dynamics 365 App for Outlook’.

I was able to easily find the ‘App for Outlook Contact Card’ but I cannot find the corresponding Quick View form for the Account table. It simply doesn’t exist anywhere!! Confounded

In Outlook when an email is tracked regarding an account record, the account details display in the form – so it must exist somewhere!

I installed from AppSource this week:

  • AppforOutlookAnchorSolution Version
  • AppforOutlookCDSSolution Version 1.2.310.0

I’ve tested this across two tenants, and still can only see the Contact form. 

Any suggestions on how to find the Account from would be appreciated.


Note: Account has been renamed to Client, Contact to Worker 

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