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Customer Service forum

Case window does not automatically open - when converting from an email to a case

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Hi All

when converting an email to a case - there is a checkbox to 'open case' record on conversion - i have this checked to yes and since the CRM upgrade v9 - the window does not open anymore - this has been tested for all users and it works fine with the exact same security role therefore i think it is browser (chrome) related - pop up blocker is swicthed off 

any ideas anyone please? this did not happen before (the case record opened when converting)

thanks

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  • Suggested answer
    LuHao Profile Picture
    40,888 on at
    RE: Case window does not automatically open - when converting from an email to a case

    Hi RJDP,

    If it's because Google Chrome blocks pop-ups, you could add the D365 URL as a website of "Always allow pop-ups and redirects from".

    Please refer to this article: https://support.google.com/chrome/answer/95472?co=GENIE.Platform%3DDesktop&hl=en

    43711.3.JPG

    Hope this helps.

    Best Regards,

    Lu Hao

  • Dynamics Objects 365 Profile Picture
    550 on at
    RE: Case window does not automatically open - when converting from an email to a case

    Tried in the UCI?

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