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Microsoft Dynamics CRM (Archived)

Open "create case" form associating activities at the same time

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Hi,

I've taken a look at https://msdn.microsoft.com/en-gb/library/gg328483.aspx which shows how to open entity forms specifying some parameters but it doesn't address what I'm trying to do: how can I open the "create case" form while at the same time setting an existing activity to it? The case doesn't exist yet, but the activity is already stored and has a GUID.

Thanks.

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

    Hello,

    I believe you will have to write code to make that work. I haven't done that before but theoretically this could work:

    1. Pass Id and type of activity to case form to some custom string fields.

    2. Develop a plugin that will handle Create message of Case and based on values from custom fields update activity filling regardingid field.

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