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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
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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