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"Convert Task to Case": Customer field not being prepopulated

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Posted on by Marius H. Enerud

Hi all,
When I select "convert Task to Case" from a saved Task, the build-in popup shows up with the Customer field being empty (I need to scroll throug all customers.. not anything Iwant to do).
If I select "convert Phonecall to Case" from a saved PC, the same field are prepopulated.
What do I need to do to get the Customer fields for the Task Case to be pre populated?

regards,
Marius H. Enerud

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Johnny Gong 6,482 on at

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RE: "Convert Task to Case": Customer field not being prepopulated

Hi,

If your would like to customize the task convert to case dialog , this's still not supported.

There's a similar thread that customer would like to auto populate value in customer field in "convert to case" dialog from task entity "Regarding" field which is the same with yours.

community.dynamics.com/.../215253

You could refer to the workaround to set real time workflow or create a custom customer field on task and then map it to customer field of case in the above article.

Hope it would help.

Best Regards

Johnny