Your organization uses Dynamics 365 Sales with the Dynamics 365 App for Outlook. You recently added a custom table to the model-driven app navigation, and users can now see the table in Outlook…

Question

Options

• AShare the custom table with all users by using security roles.
• BAdd the custom table to the sitemap of the Sales Hub app.
• CEnable activities on the custom table.
• DEnable attachments on the custom table.

• A
  3% (1)
• B
  5% (2)
• C
  76% (28)
• D
  16% (6)

Explanation

If users can't track emails to a custom table in the Dynamics 365 App for Outlook, the core issue usually lies in the custom table not being properly configured as an activity or added to the app, combined with potential Server-Side Sync (SSS) settings or security role limitations, requiring administrators to enable activities on the table, add the table to the App for Outlook's navigation, ensure Server-Side Sync is active and mailboxes are approved, and verify user security roles have permissions. Here's a step-by-step action plan for your admin: *-> 1. Enable Activities on the Custom Table In a solution, find your custom table. Go to Settings > Advanced options. Under "Make this table an option when," check "Creating a new activity" (this can't be undone). 2. Update the App for Outlook 3. Check Server-Side Synchronization (SSS) 4. Verify Security Roles dynamics-365-app-for-outlook/

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