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Service | Customer Service, Contact Center, Fie...
Suggested answer

Getting two cases under related tab

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Posted on by 25

Getting two cases under related tab -one in Related-common and another one in related -service

Need to hide case under Related-common

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  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,508 on at
    RE: Getting two cases under related tab

    Hello,

    Pls follow this step,

    Go to Settings > CustomizationsCustomize the System, then expand Entities > Opportunity > Forms, open the Opportunity main form.

    Refer this link,

    https://community.dynamics.com/365/customerservice/f/dynamics-365-for-customer-service-forum/366732/hide-related-tab-from-the-case-for-interactive-experience-form

    I hope it helps,

    Thanks.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Getting two cases under related tab

    Hi Partner,

    Has the problem been solved? Any updates?

    Please click Yes under "Did this answer your question?" to close this thread.

     pastedimage1607933466611v1.png

    Thanks. 

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Suggested answer
    Pawar Pravin  Profile Picture
    Pawar Pravin 5,229 on at
    RE: Getting two cases under related tab

    It may be because two relationship between account and case. Anyway you can remove one from navigation pane as suggest above.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Getting two cases under related tab

    Hi partner,

    You can remove it from the ‘relate-common’ navigation.

    1.Go Settings > Customization > Customize the system > Entities > Account > Form > main form.

    2.Clicking ‘Navigation’ to edit, click option you don’t need at the left pane of the page.

    pastedimage1607477877202v1.png

    3.Clicking ‘Remove’ button, save and publish it.

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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