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

  • Question

  • 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.



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


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

    Check these



    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