Configuring a table so you can track emails from Outlook

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Posted on by louisa lane

Hi,

We're new to power platforms so please bear with me. We have a table (old school entity) that we created a few months back. When in Outlook and trying to select a record to track an email using the "set regarding, Look up" box as seen in the image below. Records in this new table don't come up. We only get records from the out the box tables like opportunities, accounts etc. I've checked the setting and they appear the same as the out of the box tables so any advice on how I enable tracking to items within this table.

Thanks for any assistance

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mmbr1606 14,554 Super User 2025 Season 2 on at

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Configuring a table so you can track emails from Outlook

hey

looks like you are working with dynamics, please repost your questions here:

Find Answers | Microsoft Dynamics 365 Community

thanks

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