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Microsoft Dynamics CRM (Archived)

after cloneing case record not copying some fields

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Posted on by 5,514

supplier(field) on  new quote case, the supplier did not pull over to  quote follow up case that is created on the new quote case.

when we give case type:quote and activity type new quote

we added quote follow up button when we click on it a new case is created and all the fields are copied into the new case. but the issue s supplier field data is not copying

 suppleier.PNG

0871.s3.PNG

what would be the issue and how to overcome this issue

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  • Verified answer
    Guido Preite Profile Picture
    54,086 Moderator on at

    that is custom ribbon button, so you should ask to who implemented that functionality inside your CRM instance.

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