Find Dynamics 365 data in Microsoft 365 using mentions

Important

This content is archived and is not being updated. For the latest documentation, go to Microsoft Dataverse documentation. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts - Nov 6, 2023

Business value

Dynamics 365 users can easily access, share, and collaborate with Dynamics 365 data in Microsoft 365 applications by simply using the /mention in Outlook web client. Users can quickly add the /mention link to any of their recently used Dynamics 365 records in an email that will display details in a simple dialog that the sender and recipient have the correct security and access to the shared record.

Feature details

Admins enable end users to be able to search, find, share, and collaborate with Dynamics 365 data in Microsoft 365 applications like Outlook on the web:

  • User can search for data across all environments.
  • Records can be copy-pasted to other clients.
  • Senders and recipients can only access records based on admin privileges for the data.

See also

Use /mention to link to records in Outlook web client (docs)