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Answered

Custom Forms without Status Code, Status Reason and Service Stage

Posted on by 71

Hello 

Please I would like confirm if its possible to create a custom form in Dynamics 365 Customer Service Module, without a Status Code, Service Stage and Status Reason.

Specifically, as per screen shot below, is it possible to create a custom form without the highlighted sections and how?

Your response is most appreciated.

0407.pastedimage1672762833299v1.png

  • Verified answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,530 Super User 2024 Season 1 on at
    RE: Custom Forms without Status Code, Status Reason and Service Stage

    Hello,

    Please follow below process which will help you to implement your requirement.

    A . if you want to remove BPF for a specific model driven app during record creation then follow below step.

    1. Go to a solution and open model driven app where you have case entity. Normally it is in customer service hub app.

    pastedimage1673248250684v1.png

    2. Then go to the BPF and uncheck the given BPF. 

    pastedimage1673248766506v3.png

    Then Publish the application and once it is publish you will able to see that BPF is removed from the case form for that specific model driven app.

    B. If you want to deactivate the BPF then just got the solution and open BPF.

    pastedimage1673248895413v4.png

    Then Deactivate it. Once you will do it then it will be not visible for new records.

    pastedimage1673248924146v5.png

    But for old records it will be visible. If you want to remove for the old process then follow below article steps.

    Remove Business Process Flows in Dynamics 365 - SyncraTec

    Thank You,

    Amit Katariya

  • Bret Fraser Profile Picture
    Bret Fraser Community Manager on at
    RE: Custom Forms without Status Code, Status Reason and Service Stage

    moving this question to the Customer Service support forum

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