Phone to Case Conversion

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Posted on by Ron Covington

Is there a way during the phone to case conversion to have it also copy the description field to the description field of case. Currently it does not.

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Ron Covington on at

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RE: Phone to Case Conversion

Mahender - you are a life saver, thank you will use this alot.
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Mahendar Pal 45,095 on at

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RE: Phone to Case Conversion

Hi Ronald,

You can do this using out of the box workflow, check this: http://himbap.com/blog/?p=3563
Ron Covington on at

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RE: Phone to Case Conversion

That's great if I were a Developer or Programmer, but I am not. Thank you for the response. You would think that in the OOTB it would copy all fields that match both records. This is the part about Dynamics that has me head slapping, having to custom fix what should be obvious. Thanks.
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Kokulan 18,048 on at

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RE: Phone to Case Conversion

Hi

Yes you can convert the phone call to case

You wont be able to copy the description via mapping but once the case is created, OnCreate a plugin or Workflow with a Custom Workflow Activity can copy the description from phone call to Case