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Dynamics 365 Community / Forums / Customer Service forum / Quick create form fields
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Quick create form fields

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Posted on by Vighnesh 1,942

Hi All,

I am trying to create a phone call activity for a case record. It is opening in quick create form and the default mapping for "To" field should be customer(Account/Contact) but it is mapping to User entity.

Did I miss anything here?

phone-call.jpg

Categories:
Case Management
  • Vighnesh Profile Picture
    Vighnesh 1,942 on at
    RE: Quick create form fields

    Hi Diego,

    But the i tested the same in a trail instance, the default 'to' field is mapped to customer and not to the user.

    I toggled between incoming and outgoing values and it just replace the 'to' and 'from' fields

  • Suggested answer
    diegompc Profile Picture
    diegompc 798 on at
    RE: Quick create form fields

    Hi Vighnesh GVR,

    The Activity is an INCOMING call so "TO" is the User and FROM is the Customer.

    OUTGOING call: "TO" is the Customer and FROM the USer.

    Regards.

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