need to show the case owner manager

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Posted on by Community Member Microsoft Employee

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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Alok Singh 910 on at

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RE: need to show the case owner manager

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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Alex Fun Wei Jie 33,626 on at

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RE: need to show the case owner manager

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
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Dynamics Objects 365 550 on at

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RE: need to show the case owner manager

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.