Add WhatsApp and Other Source as New ‘Case Origin’ in CRM 2013

In my post, I was adding WhatsApp message as the new Case Source, so in this post, for those who still need further explanation how to add WhatsApp as new Case Origin, I will explain how to add WhatsApp as new Case Origin.

First of all, please read this excellent blog:
http://msdn.microsoft.com/en-us/library/dn660975.aspx

and this link also for Spanish version:
http://www.comunidadcrm.com/demianrasko/2014/07/17/iconos-de-orgenes-de-casos/

Okay, now here we go.

1. Open the Customization

2. Go to Case entity

3. Go to ‘Case Origin’ field

4. Edit the field:



5. Add new Item, add the Label and Value



*Please remember your given value for this new Case Origin.

6. Save and Close and Publish it.

7. Go to Web Resources section.

8. Create a new Web Resource with type = .PNG

You can download the WhatsApp image 16x16 from here (you can choose):

WhatsApp16x16_black
WhatsApp16x16_green1
WhatsApp16x16_green2

9. Give the name with format: Incident_origincode_iconxxxxxxxxx.png

with the xxxxxxxxx is the given value for the new origin code.

For example: Incident_origincode_icon100000000.png

*Please be aware that on the website there is a typo, it said:‘Incident_orgincode_icon#.png’
The correct one it should be: ‘Incident_origincode_icon#.png’





*Remember you give the value at the step #5.

*And so far I tried using different prefix other than new_ and it did not work, so I recommend you to use prefix new_

Save and Publish It.

10. Create a new Case with Origin = ‘WhatsApp’ and see the result in the Case View.



*If you choose the Green Color as your icon



*Another green icon.



Please refer to my other post to convert WhatsApp message to a Case in CRM 2013.
Check my Post!

Hope this helps!

Thanks.