web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Unanswered

No name info in lookup fields using macros

(0) ShareShare
ReportReport
Posted on by 44
Hello!
I'm learning macros in MS Dynamics Customer Service and I don't know how to display dynamic record name in lookup field on a case that I'm creating via Open a new form to create record - my example scenario is to create a child case from original case and link them using Parent case field - my configuration in macro looks like this now - for parentcaseidname I need to use ticketnumber because when I use title where name of the case is stored system displays the link to the original case with [No Name] information; and the same is for other lookups (I want to assign newly created case to a specific team, and the same No name displays). Does anyone know how to fix this?
 
The same happens with other macros and lookups, like Owner.
 
 
I have the same question (0)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
FSRon Profile Picture

FSRon 59

#2
James White Profile Picture

James White 21

#3
AT-28040446-0 Profile Picture

AT-28040446-0 20

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans