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Modifying activity convert to case form ?

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Posted on by 235

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.

20191001_5F00_150530.jpg

  • msftmate Profile Picture
    msftmate 174 on at
    RE: Modifying activity convert to case form ?

    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/.../

  • msftmate Profile Picture
    msftmate 174 on at
    RE: Modifying activity convert to case form ?

    As Leo said this is currently not available but is an idea that I would suggest voting for!
    experience.dynamics.com/.../

  • Verified answer
    LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Modifying activity convert to case form ?

    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

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