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ReportI need to edit the Case table to add one more column and also I need to to automate the status of case in portal. Any help would be appreciated.
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I need to edit the Case table to add one more column and also I need to to automate the status of case in portal. Any help would be appreciated.
Hello,
Please Take a Look Here : docs.microsoft.com/.../case-management
I hope this information will be useful.
Hi Sayali,
Yes, there is a 'change status' step in the workflow, you can use it to change case status automatically.
Regards,
Leah Ju
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Thank you so much, Can you suggest any documentation on this.
For Automating status- I need to update status of case after particular time period if someone doesn't change it manually. How will i achieve this? by simple OOTB Workflow in CRM?
Hi Sayali,
What you need is that add more columns to following cas list in the portal, right?
If so, you can go portal management app, navigate to Entity list and open 'Customer Service-Case List', three views has added.
So go Settings > Customizations > Customize the system > Entities > Case > Views.
Open one view that showed in the list(for example:Web-open cases), then add columns you want, save and publish.
Test:
For second question “automate the status of case in portal”,What does this mean?
From aboved screenshot, 'Status Reason' field has added to the view.
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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