Announcements
No record found.
Hello all,
I would like to use the Convert to Knowledge Article from a Case. When I do that it seems to bring over just a few fields from the case; title, content and owner.
Is it possible to customize Convert to Knowledge Article from a case to bring over more fields. For example we have fields called: Summary, Area, Category and the main details are held in Case resolution, Case Analysis and Diagnostics.
If we could bring over these fields then the KB Article would be almost complete.
Many thanks
Hi David,
I'm afraid Microsoft provided possibility to customize "Close Opportunity" and "Resolved Case" dialog windows only.
So I'm afraid there is no easy way on how you can customize dialog you mentioned.
Regards,
Leah Ju
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Hello,
Many thanks for your response and please excuse my late response to you.
Do you know if there is a difficult way to do this? I think it would be realy helpful feature as we pretty much categorize our requests in detail, what I would hope for would be the ability to, on that button press, pull all our categorization, summary, diagnosis and resolution out of our cases to create a clean KB Article. That's the goal.
If it required a bit of back end coding, then I think we could do that, we just need a steer in the right direction. If that all makes sense.
Unfortunately, i can't find any information about customizing the 'Convert to Knowledge Article' dialog, but i found something else that might help:
There is no direct relationship between the KB article and the case entity, they are linked through the third entity--Knowledge Article Incident:
When you convert one case to KB article, one KB article record and one Knowledge Article Incident record will both be created.
Maybe you can create a workflow to update KB article with value from case when Knowledge Article Incident record is created.
This is just an idea,not sure if it will work,maybe you can try to test it.
Hi Leah Ju,
Many thanks for that. I'll discuss that with my d365 specialist and give an update if we find a way.
Thanks again,
David
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Congratulations to our community stars!
Expanding mentorship, skilling, and AI innovation
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Travis South 54
11manish 37 Super User 2026 Season 2
ParthPatel249 33
