Task convert to case RRS feed

  • Question

  • hi

    I am converting task to case I want description of task map to case.

    is it possible or not? (I am using CRM 2011)

    Wednesday, August 27, 2014 10:40 PM

All replies

  • While converting a Task to Case following changes made internally:

    1. New CASE record is created.

    2. Current TASK field [regardingobjectid] is updated to newly created CASE id.

    One way comes in mind.

    Create a plugin:

    Primary Entity: TASK, Message: Update


      if (entity == null) return;          

      if (entity.LogicalName != "task") return;               

    if (context.MessageName.ToLower() != "update") return;                

    //get regarding objectid             

      if (entity.Contains("regardingobjectid") && entity["regardingobjectid"] != null) { 

      RegardingRef = (EntityReference)entity["regardingobjectid"];             


       if (RegardingRef == null) return;             

      if (RegardingRef.LogicalName != "incident") return; 

    Here get Description from task and update your case

    Thursday, August 28, 2014 7:08 AM