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Customer experience | Sales, Customer Insights,...
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Can we make the Customer field optional on the Case entity?

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Can a Case be created without specifying a Customer in any scenario?
Can we make the Customer field optional on the Case entity?

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    Daniyal Khaleel Profile Picture
    829 Most Valuable Professional on at

    In Dynamics 365 CRM, the Customer field on the standard Case (Incident) entity is a system-required field. A Case must be associated with either an Account or a Contact, so the Case cannot be created without a Customer. 

     

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