Merging changes synced from https://github.com/MicrosoftDocs/powerapps-docs-pr (branch live)

Author: buck1ey

powerapps-docs/maker/model-driven-apps/app-for-outlook-customize.md

@@ -1,11 +1,11 @@
 ---
-title: Customize Dynamics 365 App for Outlook | Microsoft Docs
-description: Customize the Dynamics 365 App for Outlook to best suit your organization needs
+title: Set up and customize Dynamics 365 App for Outlook | Microsoft Docs
+description: Set up and customize the Dynamics 365 App for Outlook to best suit your organization needs
 keywords: outlook app; app for outlook; Dynamics 365
 author: mduelae
 ms.author: mkaur
 manager: kvivek
-ms.date: 06/19/2019
+ms.date: 05/21/2021
 ms.service: powerapps
 ms.topic: article
 applies_to: 
@@ -20,25 +20,33 @@ search.app:
   - D365CE
 ---
 
-# Customize Dynamics 365 App for Outlook
+# Set up and customize Dynamics 365 App for Outlook
 
-Customize the Dynamics 365 App for Outlook to best suit your organization needs. 
+Set up and customize the Dynamics 365 App for Outlook to best suit your organization needs. 
 
-For detailed information on how to customize the App for Outlook, see [Customizing App for Outlook](/dynamics365/customer-engagement/outlook-app/customizing-the-app)
+## Deploy the app
 
-> [!NOTE]
-> Before you can customize the App for Outlook, you must install the solution and then deploy it in your environment. 
-
-1. To install the solution, to go [Install Microsoft Dynamics 365 App for Outlook](https://appsource.microsoft.com/product/dynamics-365/mscrm.fa50aa98-e8bb-4757-83ce-6d607959b985?tab=Overview), then choose **GET IT NOW** and follow the steps to select the environment to install it on.
+Before you can customize the App for Outlook, you must install the solution and then deploy it in your environment. 
+   
+1. To deploy the app, see, [Deploy Dynamics 365 App for Outlook](/dynamics365/customer-engagement/outlook-app/deploy-dynamics-365-app-for-outlook).
+2. For environments in Microsoft Dataverse an administrator can get the App for Outlook solution from Microsoft AppSource. Go to go [Install Microsoft Dynamics 365 App for Outlook](https://appsource.microsoft.com/product/dynamics-365/mscrm.fa50aa98-e8bb-4757-83ce-6d607959b985?tab=Overview), then choose **GET IT NOW** and follow the steps to select the environment to install it on.
 
    > [!div class="mx-imgBorder"]
    > ![Install Outlook App](media/appsource.png "Install Outlook App")
-   
-2. To deploy the app, see, [Deploy Dynamics 365 App for Outlook](/dynamics365/customer-engagement/outlook-app/deploy-dynamics-365-app-for-outlook).
 
+## Customize App for Outlook
+
+Once the app has been deployed to your organization, you can then customize it.
+
+- Modify the columns on a contact card that is used to track an email or appointment using Set Regarding: [Customize the track regarding contact card](/dynamics365/customer-engagement/outlook-app/customize-the-track-regarding-card)
+- Enable a table to appear in the create New menu (quick create) in App for Outlook: [Add a table to the quick create menu](/dynamics365/customer-engagement/outlook-app/add-a-custom-entity-to-quick-create)
+- Enable Set Regarding lookup: [Enable activities to use Set Regarding lookup in App for Outlook](/dynamics365/customer-engagement/outlook-app/enable-a-custom-entity-to-appear-in-the-regarding-lookup)
+- Enable the quick create auto-populate option for the case table: [Customize App for Outlook to auto populate data from an Outlook item to a quick create case table](/dynamics365/outlook-app/auto-populate-data-into-quickcreate)
+- Enable columns that Set Regarding lookup searches on: [Expand the columns which the Set Regarding lookup searches on](/dynamics365/outlook-app/search-on-custom-field-regarding-lookup)
+- Expose only the relevant set of tables to your users: [Filter tables and views that appear in Dynamics 365 App for Outlook](/dynamics365/outlook-app/filter-entities-and-views)
 
 ### See also
- [Use Dynamics 365 App for Outlook](../../user/use-outlook-app.md)  
+ [Basic navigation in App for Outlook](/dynamics365/outlook-app/user/basic-navigation)  
 
 
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+[!INCLUDE[footer-include](../../includes/footer-banner.md)]

powerapps-docs/user/use-outlook-app.md

@@ -6,7 +6,7 @@ manager: kvivek
 ms.service: powerapps
 ms.component: pa-user
 ms.topic: conceptual
-ms.date: 6/19/2019
+ms.date: 5/21/2021
 ms.author: mkaur
 ms.custom: ""
 ms.reviewer: ""
@@ -19,29 +19,26 @@ search.app:
 ---
 # Use Dynamics 365 App for Outlook
 
-Use the Dynamics 365 App for Outlook to manage your Dynamics 365 data using Outlook on the desktop, web, or phone. When Dynamics 365 App for Outlook is installed, depending on which version of the app you have installed, you'll see a Microsoft Dataverse pane or window next to a selected Outlook email message, or when you're composing an email message or setting up a meeting or appointment.
+Use Dynamics 365 App for Outlook to manage your app data while using Outlook on the desktop, web, or mobile. You can view information about an email or appointment or link it to a row in your app.
 
+When Dynamics 365 App for Outlook is installed, in the Outlook ribbon select **Dynamics 365** to open the **Dynamics 365** pane next to a selected Outlook email message, or when you're composing an email message or setting up a meeting or appointment.
 
    > [!div class="mx-imgBorder"] 
    > ![Dynamics 365 App for Outlook](media/outlookapp.png "Dynamics 365 App for Outlook")
 
 ## What Dynamics 365 App for Outlook offers?
 
 With Dynamics 365 App for Outlook, you can:  
+
+- Track your emails and appointments in Outlook and associate them to the right record in your app.
+
+- Synchronize contacts and related information so that Exchange and your app are always up to date.
 
-- View information about Dataverse contacts and accounts while you’re working in Outlook. You can view this info in the context of an email message, meeting, or appointment. For example, view phone numbers, company name, last and next activities, and recent rows. 
-  
-- Link email messages, meetings, and appointments to a row with a single click. For example, link an email message to a specific account or contact. Dynamics 365 App for Outlook also supports custom tables.  
-  
-- Open rows directly to find or enter more detailed information.  
-  
-- Add a phone call, task, or appointment activity.  
+- View information about Dataverse contacts and accounts while you’re working in Outlook. You can view this information in the context of an email message, meeting, or appointment. For example, view phone numbers, company name, last and next activities, and recent rows. 
 
-- Create a new row for any table (row type).  
 
-- Track Outlook contacts in Dataverse.  
 
-For information on using Dynamics 365 App for Outlook, see [Dynamics 365 App for Outlook User Guide](/dynamics365/customer-engagement/outlook-app/dynamics-365-app-outlook-user-s-guide).
+For information on using Dynamics 365 App for Outlook, see [Basic navigation in App for Outlook](/dynamics365/customer-engagement/outlook-app/user/basic-navigation).
 
 ### See also
 
@@ -50,4 +47,4 @@ For information on using Dynamics 365 App for Outlook, see [Dynamics 365 App for
 
 
 
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+[!INCLUDE[footer-include](../includes/footer-banner.md)]