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Dynamics 365 Community / Forums / Customer Service forum / need to show the case ...
Customer Service forum

need to show the case owner manager

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Posted on by Community Member

I want to be able to show the case owner manger in a field on the case main form. 

the case owner is a system user and in the user entity each user can be assigned a manager. so the data exist in the user entity, but what I want is to show the manager name in the case form, and it should change dynamically every time the case owner changes. 

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  • Suggested answer
    Dynamics Objects 365 Profile Picture
    Dynamics Objects 365 550 on at

    1. Create a Quick View form for the User entity

    2. Add Manager Field on this Quick View form.

    3. Add this Quick View form on the Case Main Form.

    You are done.

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    in addition, you can refer below blog on how to achieve it using quick view form.

    www.magnetismsolutions.com/.../how-to-add-a-quick-view-form-in-microsoft-dynamics-365

  • Suggested answer
    Alok Singh Profile Picture
    Alok Singh 910 on at

    Hi

    These following options would help you to achieve this  functionality

    1. Create a User Quick view from and display the same on Case form

    2. You can use create a custom lookup field of user and place this field on Case form & make it read only, Write a real time workflow to update the Manager value in this custom lookup field on change of Owner field.

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