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Microsoft Dynamics 365 | Integration, Dataverse...
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Quick create case from contact- contact name not populating in Unified Interface

Posted on by 60

Dynamics 365 Customer engagement -Case Maangement

when i try creating a case from contact under Cases about  this contact section ,  contact name is not prepopulated in unified Interface.

It works fine in Classic interface.

how do i fix this?

  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Quick create case from contact- contact name not populating in Unified Interface

    Hi partner,

    Is "Cases about this contact" a custom section in your form?

    In contact form whether main form or interface experience form, we could create related cases directly in related area.

    pastedimage1582689232776v1.png

    And the customer lookup field will be set as the current contact in new case.

    pastedimage1582689283785v2.png

    Hope it helps.

    Best Regards,

    Leo

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