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Microsoft Dynamics CRM (Archived)

after cloneing case record not copying some fields

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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
    54,077 Moderator on at
    RE: after cloneing case record not copying some fields

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

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