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Microsoft Dynamics CRM (Archived)

Merge cases within case form

Posted on by Microsoft Employee

Dynamics 365

We need to make available merge inside case form, so that customer support made less clicks to Account>Case Associated View.

First thought was to make html web resource and put it on case, inside webresource generate link to Account>Case Associated View.

Attached a picture from MS Paint to describe.

1921.Image-1073x760_2C00_-24-B.png

Generated a link to a grid

https://<orgname>.crm4.dynamics.com/userdefined/areas.aspx?oId=188F40CB-5362-DB11-82E2-00014AF37182&oType=1&pagemode=iframe&inlineEdit=1&security=852023&tabSet=incident_customer_accounts&rof=true

oId=188F40CB-5362-DB11-82E2-00014AF37182 is account

But command bar doesnt appear:

2017_2D00_08_2D00_30-18_5F00_01_5F00_39_2D00_NotificationsForm.png

And there is link to Case on Account form

2017_2D00_08_2D00_30-18_5F00_12_5F00_14_2D00_NotificationsForm.png

Please point me on my mistake.

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