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CRM 2011: Converting Appointment to Case - Customer field RRS feed

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    Hello Forum,

    I think I may already know the answer to this but I'd like to confirm from other experts. Customization of the Convert_to_Case.aspx page in CRM 2011 in not supported by Microsoft. The issue I am having is that when I try to convert an appointment to a case (on premise web version) the Customer field in the Convert_to_Case.aspx page only gets prepopulated when we set the 'Required' field on the appointment. Otherwise, the regarding field will not prepopulate the lookup.

    Is there a supported way to have the Regarding field on Appointment activities be set as the value of the Customer field in the Convert Appointment to Case (Convert_to_Case.aspx) window?

    This appears to work well with Phone Call activities, but not with Tasks or Appointments.

    Any guidance is greatly appreciated.

    Regards,

    Axel


    • Edited by ayortiz1 Monday, November 24, 2014 8:45 PM
    Monday, November 24, 2014 8:44 PM

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    A supported way would be to build a custom dialog and use it instead of the OOB 'convert to case'.

    Check these

    http://a33ik.blogspot.com/2013/01/how-to-override-standard-dialogs.html

    http://garethtuckercrm.com/2012/04/03/building-custom-screens-using-dialogs-and-ribbon-buttons-in-crm-2011/

    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Proposed as answer by Mamatha Swamy Monday, November 24, 2014 9:21 PM
    • Marked as answer by ayortiz1 Tuesday, November 25, 2014 1:41 PM
    Monday, November 24, 2014 9:21 PM