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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Is there a way to add ...
Microsoft Dynamics 365 | Integration, Dataverse...
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Is there a way to add leads in omnichannel customer sercvice instead of cases.

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Posted on by Furqan Majeed

I have a form called conversation summary in "Conversation" entity. Where it has a control for cases(as mentioned in the screenshot below.) I can add new cases and search for existing. The requirement is to add the same for leads and tasks. How can I achieve that problem? 

pastedimage1678995007480v1.png

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  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Is there a way to add leads in omnichannel customer sercvice instead of cases.

    Hi Furqan,

    Currently, you can customize the following for the Customer summary page:

    • Add or remove custom controls
    • Add a web resource or iFrame to the form
    • Customize the layout

    https://learn.microsoft.com/en-us/dynamics365/customer-service/customize-customer-summary 

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