Dynamics 365-使自定义实体可以出现在相关查找中 [英] Dynamics 365 - enable a custom entity to appear in the regarding lookup

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问题描述

创建任务时,我想将自定义实体的记录设置为关于".解决方案说明

When I create a task, I'd like to set a record of a custom entity as "Regarding". The solution explained here does not work. Any suggestions?

解决方案

You have to complete all these steps:

  1. An entity must be Activities enabled for it to appear in the Regarding lookup. Enable a custom entity to appear in the Regarding lookup.

  2. An entity must also be enabled for Unified Interface for it to appear in the Regarding lookup. Read more.

  3. Open the App designer, Add > Entities and then select the entity you want to add and complete the addition by including all assets. Reference

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