Autoname Incident/Case

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Posted on by ChrysW

We are on D365 onprem v9.1. Is there anyway to disable or configure the autonaming of a Case when it's converted from an Activity? I believe we will have to either create a custom button for the Convert To, or we will need a workflow that will update the Case name based on the naming convention we want. I wanted to check if it were possible before I started working on a new process.

Thank you in advance,

Chrys

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Leah Ju Microsoft Employee on at

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Hi Chrys,

Unfortunately, there is currently no OOB feature to disable or configure the automatic naming of a case when it is converted from an activity.

So you have to create custom button or use workflow to achieve your goal.

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