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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Dynamics 365 Case Ques...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Dynamics 365 Case Questions

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Posted on by Ameretat Patel 5

We are using Dynamics 365 to track customer calls and book field repairs.

When a customer calls in we want to track certain questions like "What is the model of car?", "What is the vehicle registration number?", etc..

What is the best way to track these questions (and answers) within a case? Should the questions be created as additional fields within the case entity?

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Ameretat,

    You can create additional fields in case entity to store these questions.

     Also, you can add notes in the timeline of the case to record these questions.

    https://docs.microsoft.com/en-us/powerapps/user/add-activities#work-with-notes 

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  • Community Member Profile Picture
    Community Member on at

    Hi Partner,

    Can you click Yes under "Did this answer your question?" to close this thread if my answer is helpful.

     pastedimage1639729331249v1.png

    Thanks in advance!:)

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