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Microsoft Dynamics CRM (Archived)

Resolve Case dialog

Posted on by 1,320

Is there any way to remove the Resolve Case dialog that opens when cases are resolved? It is redundant for our users because we are already using the business process flow bar to close out cases.

resolvecase.png

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Resolve Case dialog

    Good question on how the new customize-able case close dialog is configured.  I was not able to find where that can be configured.  Interested in if anyone has determine how this is done and can share that with us.  

  • Suggested answer
    Abhinaya Profile Picture
    Abhinaya 40 on at
    RE: Resolve Case dialog

    Hi,

    In Latest Dynamics 365 April 2019 release , Where can we customize the dialogs? I couldn't find any case resolution dialog box under "Process"

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Resolve Case dialog

    This is a part of  Admin user enhancements as a part of April 2019 release (as per 2019 release notes) 

    Case resolution extensibility : Customization of the case resolution dialog is an important feature as it enables organizations to tailor the dialog to meet their unique case resolution processes. As part of this feature, administrators can add, remove, or edit any of the fields on the case resolution dialog and customize it as per their requirements.

    https://docs.microsoft.com/en-gb/business-applications-release-notes/April19/service/dynamics365-customer-service/case-management-case-resolution-extensibility

  • Verified answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Resolve Case dialog

    Hello,

    You can't modify existing dialog but you can replace it with your own:

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

    crmtipoftheday.com/.../replace-standard-system-dialogs

    You can't apply changes to particular form - ribbon is common for all forms of entity but you can configure enable/visible rules for buttons to follow behavior you want like show button 1 on form 1 and not on form 2 e.t.c.

  • epark06 Profile Picture
    epark06 1,320 on at
    RE: Resolve Case dialog

    [quote user="Indika AB"]

    Use RibbonWorkbench to change the behaviour of the "Resolve Case" button.

    Hide the default Resolve Action.

    If you want you can invoke your own javascript method under a Command.

    Hope this make sense.

    [/quote]

    Thanks. Would it be possible to instead modify the Case Close dialog to remove/add fields? Would I have to create a new custom dialog and replace it with the standard one in Ribbon Workbench?

    Also, could I use Ribbon Workbench to make changes only on a specific form? I want to publish changes to a "test form" from RW.

  • Verified answer
    Indika Abayarathne Profile Picture
    Indika Abayarathne 671 on at
    RE: Resolve Case dialog

    Use RibbonWorkbench to change the behaviour of the "Resolve Case" button.

    Hide the default Resolve Action.

    If you want you can invoke your own javascript method under a Command.

    Hope this make sense.

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