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Return to case form after replied cases in CRM

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Hi Team,

When I am replying to an case in crm its redirecting email wizard in activities. It is possible to redirect to the particular case section after reply ?

Thank you

vetrivel G

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Hudson Vedanayagam 80 on at

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Hi Vetri,

Hope you are doing well & safe!

Hope I understood your requirement correctly - Expectation is to automatically associate the email to case.

If the email is not set with a regarding, platform will not be able to find any related records to associate since the email regarding is not set.

But if you would like to convert a new email into case, Yes that is possible - follow this article for detailed steps - docs.microsoft.com/.../automatically-create-case-from-email

If you would like to set regarding for an email, follow this article for detailed steps - docs.microsoft.com/.../dynamics-365-app-outlook-user-s-guide

And navigate to -> Link an email message or meeting to a specific Dynamics 365 apps record

Hope the above helps!

Thanks,

Hudson
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Paul_Owen 2,027 on at

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Do you mean when creating an email from a case you want it to go back to the case after you've sent the email? If you are using the new UI with latest update and enable enhanced email https://docs.microsoft.com/en-gb/dynamics365/sales-enterprise/set-up-enhanced-email an email compose window will pop out.

Regards

Paul