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Microsoft Dynamics CRM (Archived)

To allow users to drag Outlook emails into a FIRM case (opened in browser)

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Posted on by Microsoft Employee

Hi All,

I have a two requirements , below is the requirement , can anyone help me how to do these ?

1. Case Enhancement: To allow users to drag Outlook emails into a FIRM case (opened in browser);

1) New Entity Customization & Configuration (Entity Form layout, Tabs and Section)
2) Creation of a HTML Resource in FIRM which facilitates the Drag  and Drop of the Outlook  mail embedded to case screen.

2.  Allow tagging of cases to multiple Organisation & Persons, 1 x Related Function and 1 x Group.

- When viewing list of cases from any one of the tagged Organisations / Persons / Related Functions / Groups, the case should be visible.

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