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Customize the Reading Pane in Dynamics 365 for Outlook

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When you use Dynamics 365 for Outlook, you can choose the sections in Dynamics 365 for Customer Engagement records that are displayed in the Reading Pane so that you don't have to open the record to see the details.

  1. In the Dynamics 365 for Outlook Navigation Pane, click your organization.

  2. Click the area that contains the records you want to work with (for example, Service), and then click the record type.

  3. Click the View tab, and then in the List group, click Customize Reading Pane.

    By default, all the sections that you can add or remove are listed in the Displayed Sections box.

  4. To remove a section, in the Displayed Sections box, click the section, and then click Remove.

  5. To add a section, in the Available Sections box, click the section, and then click Add.

  6. To change the order of the sections in the Reading Pane, in the Displayed Sections box, click the section, and then click the Move Up or Move Down button.

  7. Click OK.

See also

Do your Dynamics 365 apps work in Outlook using Dynamics 365 for Outlook
Overview of tracking records in Dynamics 365 for Outlook