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Track and Set Regarding options are missing in Microsoft Dynamics 365 App for Outlook

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This article provides a solution to an issue where the Track and Set Regarding options are missing when you're viewing an email and opening Dynamics 365 App for Outlook.

Applies to:   Dynamics 365 App for Outlook
Original KB number:   4462486

Symptoms

When you're viewing an email and opening Dynamics 365 App for Outlook, the Track and Set Regarding options are missing.

Note

If the Track and Set Regarding options appear but only the button icons are missing, see Buttons such as Track and Set Regarding are missing in Dynamics 365 App for Outlook.

Cause

Cause 1: Your Dynamics 365 security role doesn't have access to the App for Outlook Dashboard.

Cause 2: The sitemap of the App for Outlook app module was customized and the dashboards area is no longer configured to use the App for Outlook Dashboard.

Resolution

Resolution 1:

  1. Access the Dynamics 365 web application as a user with the System Administrator security role.
  2. Navigate to Settings, select Customizations, and then select Customize the System.
  3. Select Dashboard and then select the App for Outlook Dashboard.
  4. Select Enable Security Roles.
  5. Verify the option is set to Display to everyone and select OK.
  6. If the option Display to everyone wasn't selected previously and you've now corrected it, select Publish All Customizations. Clear your browser cache and then close and reopen Outlook.

Resolution 2:

Verify the default dashboard of the App for Outlook app module is configured to use the App for Outlook Dashboard. See the Limitations when customizing Dynamics 365 App for Outlook section of the Deploy Dynamics 365 App for Outlook.