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Microsoft Dynamics CRM (Archived)

Replacing Case Resolution dialog - How to set case resolution?

Posted on by 880

Hi,

As many others have found is the case resolution very limited. And you cannot capture answers etc and store them, send them in an email etc.

To overcome this pretty big issue I found this

http://www.powerobjects.com/2012/02/02/use-a-dialog-process-in-microsoft-dynamics-crm-to-replace-the-case-resolution-form/

However I cannot figure out how I can set (With a workflow) the resolution from the resolution field created and used on the workflow dialog to the case resolution field on the standard CRM case resolution dialog field?

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  • Verified answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Replacing Case Resolution dialog - How to set case resolution?

    Hi,

     if you are, actually, on 2015, then you will likely need a custom workflow activity/plugin to create a CaseResolution activity:

    missdynamicscrm.blogspot.ca/.../capturing-and-storing-case-resolution-case-entity-CRM.html

     In the 365 version, you can use "perform action" step, and there is an out-of-the-box action which allows you to resolve a case and populate all those fields.

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