Dynamics 365 Customer Service case timeline add invitation

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Posted on by Steve Pillar

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Hi,

When processing a case in Dynamics 365 Customer Service, within a case timeline there are a number of Activities I can use, for example create an Email or Note. I want to have available the option to create an invitation for the associated contact. Otherwise I need to explicitly step out of the case, go into the Contact, and Create Invitation there.

I understand from other posts that to do what I want I need to go into Customizations, select the Invitation entity, and tick the 'Define as an activty entity' check box. But this is currently disabled, and I can't see any way to enable it.

Firstly, is it possible to have a Timeline Create Invitation option, and secondly am I going about it the right way?

If so how can I enable the aforementioned check box?

Or is there an alternative and better way?

Thanks

Steve

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Hi Steve Pillar,

As a workaround, you could create a button on the case form by Ribbon workbench. Then open the invitation form by openForm() function. And you need get current contact on the case form and pass it as parameter to the invitation form.

Please refer to these links:

community.dynamics.com/.../supported-ways-of-accessing-url-addressable-forms-reports-scripts

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