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How to use /mention in Outlook web client for Dataverse records?

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One of the most common scenarios that business has in day-to-day life is, sharing the information of Dataverse applications with your colleagues on an email. In general, you need to jump out of Outlook web experience and open your Dataverse record and then copy and paste the link of the record into your email.

This is possible now with a simple configuration in the Power Platform admin center. You can quickly access the records they have used most recently in their application in the Outlook web client using a simple /mention gesture.

Security is top of the mind, so only records that a user has access to and has most recently used are available in the Outlook web client.

In this article, will explain you the step-by-step process to enable this mention feature in the Power Platform Admin Center.

Pre-Requisites:

  1. Click on the below article link and create a Microsoft Edge or Google Chrome Profile.

    Create a Profile in Microsoft Edge and Google Chrome

  2. Click on the below article link to create Power Apps Trial 30 days or if you have already had a Powers Apps Tenant, skip this step.

    Create Microsoft Power Apps 30 days Online Trial Version

  3. Click on the below link and create Microsoft 365 E3 Trial for 30 days for Outlook Web Client.

    How to get Microsoft 365 E3 Trial for 30 days?

Follow the below steps after Pre-Requisites.

Step 1: Click on the below link to open Microsoft Power Platform Admin Center and provide your login credentials to connect.

https://aka.ms/ppac

Step 2: Click on Environments.

Step 3: Select the required Environment and click on Settings.

Step 4: Click on Product.

Step 5: Click on Features.

Step 6: Check for the Search for records in Microsoft 365 apps feature.

Step 7: Click on it to Turn On.

Step 8: Scroll to the bottom and Click on Save.

Note: It may take an hour or more for records to be available in your Outlook web client.

Step 9: Open a new Web browser and Copy and Paste the below link to open Outlook Web Client.

Step 10: Open the Outlook Web Client and open a new email.

Type / (Forward Slash) to start showing the recommendations from the Dynamics 365 CE.

Hope had followed all the steps and used this / mention feature in the Outlook web client.

Note: The recipient of the email must be able to access the environment with security roles that allow the user to have access to the data and must be able to access the shared record.

Click here to know more about Geo, service, and compliance boundaries.

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