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Microsoft Dynamics CRM (Archived)

Change Default Page "Open a New Case" Text for Partner Portal

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I am using a Partner Portal for its Case functionality and need to change the below header to read "Open a New Application" but I cannot determine where to (safely) make this update?  I have renamed the Case Entity to Application the "natural" place I would have expected this update, no luck. Can anyone tell me where to find this? I am using CRMPortals. 

Thanks!

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  • Suggested answer
    Nick.Doelman Profile Picture
    Nick.Doelman 1,947 Most Valuable Professional on at
    RE: Change Default Page "Open a New Case" Text for Partner Portal

    Navigate to Dynamics CRM -> Portals -> Web Pages ->

    Open up "Customer Service - Create Case"

    Update the Title field to whatever you want

    Save the record, wait a few seconds, navigate back to the portal and you should see the change.

    Note that if you have a portal user with the "administrator" role this can be done via Front side editing as well.

    createcase.png

    Cheers

    Nick

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