web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Phone Call to Case Fie...
Microsoft Dynamics CRM (Archived)

Phone Call to Case Field Mapping

(0) ShareShare
ReportReport
Posted on by Ron Covington

Can you add a new 1:N relationship between Phone Call and Case and add field mapping between the two entities so that newly created fields on the phone call can map to the Case during phone to case creation? Does the relationship need to be on the Phone Call entity or the Case? Need a direction to go in or shown a better way. Would appreciate the help. Thanks!

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Radu Chiribelea Profile Picture
    Radu Chiribelea 6,667 on at

    Hi Ronald,

    I thin your best option is to create a custom action or maybe a Plug-in. The action can be called via a custom button on the Phone Call Form, which then does the logic that you described above (creates a case and copies the required fields)

    Hope this helps,

    Radu

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
ScottDurow Profile Picture

ScottDurow 2

#2
GJones Profile Picture

GJones 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans