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We have out of box convert to case functionality. Clicking button opens a form.
How I can modify this form ? I need to remove a field and add a new field ?
Please guide.
Hi partner,
Unfortunately, this page is by designed and it could not be customized.
There are 2 ways for you to choose.
1. (a)Create a on-demand workflow to create new cases and set the default values.
(b)Create a new custom ribbon in the activity form and then add js code to trigger the on-demand workflow.
2.Replace the OOB dialog with your custom html dialog.
https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/212434/crm-2016-online---modify-the-convert-to-case-form-from-email
https://social.microsoft.com/Forums/en-US/c18ddcbb-ed5e-42a4-a4b8-395ae6a0cc67/customizing-convert-to-case-form-crm-2011?forum=crm
https://social.microsoft.com/Forums/en-US/5f5f56f4-9fe6-468a-95a1-f7ea14b96f4c/crm-2015-editing-the-convert-to-case-form?forum=crmdevelopment
Hope it helps.
Best Regards,
Leo
As Leo said this is currently not available but is an idea that I would suggest voting for!experience.dynamics.com/.../
As Leo said, this is currently not available out of the box but someone has submitted it as an idea that I would suggest voting for!
experience.dynamics.com/.../
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