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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Customize Case Resolution

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Posted on by 80

Hello experts,

Unfortunately I have a problem with the adaptation of the form for resolving a case.

I would like to add another field to this form:

pastedimage1639726721370v1.png

The problem is that no matter which form I change, nothing happens with this one. What type is this form actually?

If I have understood correctly, the adjustment happens in the entity 'Case Resolution'. Here I have the following forms available:

pastedimage1639726843353v2.png

During my research I came across the following page: 

https://docs.microsoft.com/en-us/dynamics365/customer-service/modify-case-resolution-dialog

It describes the following approach:

pastedimage1639726957054v3.png

Unfortunately, this option is also not apparent to me:

pastedimage1639727032183v4.png

I hope that someone can help me in this regard and thank you in advance.

Kind regards,

Daniel

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    on at

    Hi danielst,

    Not in legacy web client(Settings > Service Management > ), you need set it in UCI--Customer Service Hub.

    pastedimage1639728612941v3.png

    In here, you can select 'Customizable dialog' as document said.

    pastedimage1639728659990v4.png

    Then you can add/Remove fields in the 'Information' main form of case resolution entity.

    pastedimage1639728730198v5.png

  • danielst Profile Picture
    80 on at

    Hi Leah Ju,

    That is exactly what I was looking for!

    Now everything works as desired.

    Thank you very much!

    Regards

    Daniel

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