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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / customerid field in Ca...
Microsoft Dynamics CRM (Archived)

customerid field in Case entity

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Posted on by Community Member

Referring to the Case entity, there's a customerid field.

Is this customerid similar to that of Contact entity's contactid?

Who create this customerid in the Case?

Please advise, I am kind of confuse that does every case being created has a customerid?

Thanks guys.

customerid.PNG

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I have the same question (0)
  • Suggested answer
    Rajat Awasthi Profile Picture
    Rajat Awasthi 675 on at

    Hi Kentan ,

    Cases needs to be created against an account or contact.

    Customer is mandatory to create a case.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    In CRM a customer could be either an account or a contact. So customer field displays both accounts and contacts and this is mandatory for every case.

  • Suggested answer
    prt33k Profile Picture
    prt33k 6,907 on at

    Hi Kentan,

    Customerid is the customer for whom the case is being created. Customerid can be either Contact or Account.

    You can use existing Account/Contact record in customerid or you can also create a new contact using quick create form.

    Thanks,

    PS

  • Suggested answer
    M.Azwar Alam Profile Picture
    M.Azwar Alam on at

    It is default field.

    Mark as answer if it works for you

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,078 on at

    Hi Kentan,

    New Data Type “Customer” has been introduced in CRM Online 2016 Update and can create in Custom Entity as well.

    Customer Data Type is a combination of both Contact and Account Entities, one can choose either Contact or Account record.

    See: arunpotti.wordpress.com/.../customer-data-type-in-crm-online-2016-update

  • Community Member Profile Picture
    Community Member on at

    Just a quick check, for "email to case" creation. The case will be auto created when there's incoming email to a Queue. The customerid will be created as well?

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    I believe if it finds the contact or account with the same email address, it would attach it with the case, if not, it will create new.

  • Verified answer
    Rajat Awasthi Profile Picture
    Rajat Awasthi 675 on at

    Hi Kentana ,

    Yes it creates the contact with the incoming email id (In Case of new) and tags that Contact to a Case.

    In case of Existing Email  - it searches and tags that contact with the created case.

    Please mark as verified if this helps you..

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