How can I hide the “Add as Lead” in Dynamics 365 app for Outlook?
Screenshot:
I removed the Contact, Lead, and Account tables, but I still have the three options "Add as Contact", as so on.
I noticed there is another table called Connection which seems to contain only relationships. Contact, Lead, and Account are in the Connection table as relationships, and the three custom tables that I added to App for Outlook don't appear.
If you remove the
Lead
entity from the Assets/artifacts of App for Outlook (AFO UCI model driven app), then this will not list theAdd as Lead
option. It will also remove other functionalities related to Lead entity in app. This is the only way, if you wanted to use Lead in other areas of AFO - then this is impossible to hide.Read more