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CRM how to add subjects to Cases RRS feed

  • Question

  • I've one problem;

    I want to add attributes to subjects in the case form.

    This is a lookup field,but everything is disbaled,

    so how could I make different subjects?

     

    Kind regards

     

    Wednesday, March 24, 2010 3:37 PM

Answers

  • If I'm understanding your question correctly, you want to know how to create multiple subjects and select from them when you open a case.

    In CRM, navigate to Settings > Business Management.  Click Subjects.  Click Add a Subject.  Enter the name of the new subject you want to create.  You'll also need to select its parent subject, since subjects in Dynamics CRM are part of a hierarchy or tree.  Finally, give a description and click OK.  The screen may refresh, and then you can navigate through the hierarchy to find your new subject.

    For more information about subjects, see the Resource Center article "Organize your data with subject trees".

    --Matt

    Wednesday, March 24, 2010 3:50 PM
    Moderator

All replies

  • If I'm understanding your question correctly, you want to know how to create multiple subjects and select from them when you open a case.

    In CRM, navigate to Settings > Business Management.  Click Subjects.  Click Add a Subject.  Enter the name of the new subject you want to create.  You'll also need to select its parent subject, since subjects in Dynamics CRM are part of a hierarchy or tree.  Finally, give a description and click OK.  The screen may refresh, and then you can navigate through the hierarchy to find your new subject.

    For more information about subjects, see the Resource Center article "Organize your data with subject trees".

    --Matt

    Wednesday, March 24, 2010 3:50 PM
    Moderator
  • Thanks a lot!
    Thursday, March 25, 2010 7:49 AM