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Microsoft Dynamics CRM (Archived)

Adding to Case priority options

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I'm new to this CRM so may be an obvious question but how can I add to the list of options available for the Service Case priorities. Currently there is low, medium and high but I need to add critical to the list to reflect our business process.

I will also then need to ensure that all new cases raised are automatically set as low until manually changed.

If anyone is able to give me step by step instructions that would be great. I have looked in settings > customisation and cannot find it in there.

I am using the online version if that makes a difference.

Many thanks


Dave

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  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello Dave,

    To do that open CRM -> Settings -> Customization -> Customize System -> Expand Entities -> Find and expand Case -> Fields -> Find Priority field -> Open it -> you will see the list with available options - add required -> Save and publish changes.

  • Community Member Profile Picture
    on at

    That's worked perfectly, thank you so much

    Dave

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