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Microsoft Dynamics CRM (Archived)

Dynamics 365 - When a description is added, need to have this entry posted to the Cases Conversation Tab in Posts when the case is saved

Posted on by 460

Hi

When case is updated and a description is added to the case. I require that this entry
is also posted to the Cases Conversation Tab (WALL) in Posts when the case is saved/updated.

This should be triggered automatically.

2343007.Capture.PNG

Dynamics 365 v 9 on-premise.

Thanks

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  • nickmangioros Profile Picture
    nickmangioros 460 on at
    RE: Dynamics 365 - When a description is added, need to have this entry posted to the Cases Conversation Tab in Posts when the case is saved

    I Created a new process as follows:
                 5700.Capture1.PNG

    with the Post properties as follows
                 5700.Capture1.PNG

    This does post to the Users wall,

    5700.Capture3.PNG
    however I would like to have this posted to the Case as seen above in my previous post

    How can this be achieved?
    Thanks

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