Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Unanswered

How to skip "Schedule Service Activity" ??

(0) ShareShare
ReportReport
Posted on by 17

Hi CRM experts! 

I have a question relating Service Activities. We have no use for the scheduling options because our industry is special machine construction and it is simply not possible to define services. Every service deployment is different. Still, we would like to add Service Activities to our Cases but WITHOUT scheduling a certain service. 

What we did so far: we changed the field "service" to not mandatory and removed it from the Service Activity Form. I was hoping that we could simply fill in the form now and write our notes in it and save it. But unfortunately this causes an error. It seems like there is no way around scheduling this activity first. 

pastedimage1637829060151v1.png

Does anyone of you have an idea on how to skip/change this in a way that we simply can track our service deployments without going way into detail in creating a service first and scheduling it?? 

Any thoughts are highly appreciated!! 

Thanks in advance! 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,711 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,458 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans