How to create a look up column on Outlook meetings

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Posted on by fred_05100

Hi,

I'm developing a model driven app based on dataverse tables.

In a form I would like to display the outlook meetings created by the current user.

In my dataverse table I created a lookup column linked on "Meeting" table.

But when I perform a search in my form it doesn't display anything.

Do you know how to perform a search on the current user outlook meetings from a lookup column ?

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fred_05100 49 on at

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How to create a look up column on Outlook meetings

Hi Ryan,

Thanks,

You mean that if I need a data in Appointment table I have to track the appointment in dynamics (that means creating manually a data in dynamics) ?

There's is no way of populating Appointment table automatically based on all meetings in outlook ?
RyanAutomates 134 on at

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How to create a look up column on Outlook meetings

Hi @fred_05100,

It's not a solution in it's own right, it only comes with Dynamics 365 - any customer engagement license.

You must enable the out-of-the-box integration, and track your appointments into Dynamics, so that it will sync your meetings in Outlook with the activity table called: Appointment.
fred_05100 49 on at

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How to create a look up column on Outlook meetings

Hi RyanAutomates,

Thanks for your help.

Does this mean that Dynamics 365 for Outlook can be used as a solution in its own right? (instead of out-of-the-box integration with Outlook).

In this case, I installed this product, I set it up for my account, but I'm not sure which dataverse table I need to set up in my app to access my meetings.

Can you please tell me the name of this table?
RyanAutomates 134 on at

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How to create a look up column on Outlook meetings

Hello @fred_05100,

Outlook and Dataverse are not connected by default, so you can't search on Outlook meetings without integrating them.

(Outlook lives in Exchange, and does not have records visible in Dataverse).

In your Model Driven App, you can use an out-of-the-box integration with Outlook through D365 customer engagement - have a D365 Sales/Customer Service license for example. By enabling this, Dataverse syncs the out-of-the-box activity table Appointment with Outlook meetings - this can be either online (teams meeting) or in-person. You need to set the email settings for the environment to server-side sync, and tracking to include Appointments, Tasks and Contacts. There is lots of documentation on this.

The user needs to have their mailbox approved and enabled. They need to have a valid outlook email address.

With server-side sync enabled and the right tracking option, all appointments will appear in Dynamics as Appointment records, which you can make a view for, to show in a sub-grid on a form. To select a single appointment through a lookup field, you can make a view to filter on your current user's appointments and use this in the lookup field as well if you wanted to.

You can also deploy the Dynamics 365 App for Outlook, to add an add-in into the user's outlook application so they can manually track emails and appointments into Dynamics and track them to a specific record if required. The user will require the Dynamics App for Outlook security role.

Lots of docs around this as I mentioned, here's a link to get started: https://learn.microsoft.com/en-us/power-platform/admin/integrate-synchronize-your-email-system

Hope this helps,

Ryan