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0 VotesIs it possible to assign a case to a particular group by using case type?
You can have a workflow that triggers when a case is created and depending on the case type, it can assign the case to the correct tema ...Answered | 8 Replies | 3320 Views | Created by SenthilKumar1986 - Tuesday, September 27, 2011 10:46 AM | Last reply by Gonzalo Ruiz R - Tuesday, September 27, 2011 12:32 PM
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2 Votes
Workflow - Send email when case assigned
At this stage I have tried double clicking Owner(Case), drag and drop to the receiver attribute, and clicking the search field of receiver attribute to look for it ...Answered | 5 Replies | 6730 Views | Created by HendPro12 - Wednesday, October 19, 2011 2:27 PM | Last reply by Jehanzeb.Javeed - Wednesday, October 19, 2011 4:01 PM -
0 Votes
Assigning a case to a queue
In CRM 4.0 when assign case record to Queue it will not change owner field becuase CRM needs Owner as particular system user.Answered | 3 Replies | 5695 Views | Created by jj1973 - Wednesday, January 19, 2011 9:31 AM | Last reply by Mayank Pujara - Friday, January 21, 2011 3:38 PM -
0 Votes
On opening a case or lead assign to current user
I would like to note that while my post does contain helpful code for obtaining a reference to the user who executes a Workflow , which can be used in many ways not limited to the ...Answered | 4 Replies | 6059 Views | Created by Shaun Riordan - Thursday, October 7, 2010 9:47 PM | Last reply by DavidBerry - Thursday, October 14, 2010 8:22 PM -
2 Votes
assign and queue in case management
Hi pntr, Assigning cases and routing them to queues are different concepts even though both end up having the same kind of utility.Answered | 3 Replies | 2202 Views | Created by pntr - Tuesday, February 24, 2015 6:00 AM | Last reply by pntr - Tuesday, March 31, 2015 2:51 AM -
0 Votes
Assign closed and canceled activity and case to another user
You can't reassign closed activities so this might be the problem.Answered | 2 Replies | 5210 Views | Created by ManishBhushan - Monday, April 5, 2010 1:27 PM | Last reply by Leon Tribe - Tuesday, May 4, 2010 6:15 AM -
0 Votes
Can't Type in User Field When Assigning a Case
When you assign a case and select the radio button to assign it to another user, you are not able to type in the user ...Unanswered | 0 Replies | 1414 Views | Created by Christina Bayley - Thursday, September 26, 2013 9:14 PM -
0 Votes
Trigger a workflow to send email when a case is assigned to Queues
In your workflow, when a case is reassigned, first update the field with the owner value, then you can use that field to check for the support queue.Answered | 13 Replies | 8183 Views | Created by MSCRM MAN - Thursday, April 15, 2010 4:51 PM | Last reply by oshabka - Tuesday, May 18, 2010 4:56 PM -
0 Votes
Assign email to a case/incident
If it is a case of the email is going to 'activity' instead of 'history', create the activity but make sure you hit the 'Save As Completed' button.Answered | 3 Replies | 5933 Views | Created by boris37 - Friday, January 22, 2010 6:08 PM | Last reply by boris37 - Friday, January 22, 2010 7:10 PM -
4 Votes
CRM IFD Users Can't See Cases in Outlook
They aren't sure when it broke.Answered | 13 Replies | 5332 Views | Created by crm_question_guy - Tuesday, September 20, 2011 4:28 PM | Last reply by Curt Spanburgh MVP Moderator - Tuesday, November 15, 2011 3:44 AM -
0 Votes
E-mail generated when record Service Activity or Case is assigned or closed
The Case closed is an easy one, because you can simply trigger the workflow to run when the statecode or Status field of the Case changes, check the status ...Answered | 6 Replies | 5697 Views | Created by Gregory N. Brooks - Monday, May 3, 2010 8:37 PM | Last reply by Gregory N. Brooks - Thursday, May 13, 2010 2:07 PM -
5 Votes
CRM 2011: Add different case types
For eg, if we have created a new custom form for a particular case type, then how do we make sure that the same form is opened when cases of ...Answered | 7 Replies | 9350 Views | Created by Jimmy-san - Tuesday, August 2, 2011 9:22 AM | Last reply by guru316 - Saturday, June 7, 2014 7:26 AM -
3 Votes
Make field required only when case is resolved
I noticed that when these cases are now resolved the case window stays open onscreen as opposed to before when a case was resloved by a user ...Answered | 7 Replies | 2655 Views | Created by RandyM33 - Monday, October 29, 2012 4:33 PM | Last reply by RandyM33 - Monday, November 12, 2012 8:57 PM -
2 Votes
CRM 2011 - Report on Case assignment
Hi, Is it possible to find out the current owner and the previous owner of a case through plugin?Answered | 9 Replies | 4050 Views | Created by DhivyaSiva - Tuesday, September 11, 2012 7:48 PM | Last reply by DhivyaSiva - Thursday, October 11, 2012 2:42 PM -
2 Votes
Dialogs: Assigning cases to a team's default queue
Hi, In order to assign the Case to the Qeueue you need to add Create Record step and select Qeue Item entity, click on Set ...Answered | 1 Replies | 3297 Views | Created by Srividhyaa - Monday, August 1, 2011 1:27 PM | Last reply by Jehanzeb.Javeed - Monday, August 1, 2011 2:41 PM -
1 Votes
Assign Case throws an exception
The following exception is thrown when i try to assign a case entity: Unhandled Exception: ...Answered | 2 Replies | 6108 Views | Created by Mohamed Cherif - Wednesday, February 16, 2011 5:09 PM | Last reply by Mohamed Cherif - Friday, February 18, 2011 4:32 PM -
0 Votes
Assign a value to a field that is not customized
But when you SET a start date on a task YOU constrain the task, not Project.Answered | 5 Replies | 4562 Views | Created by fede1008 - Wednesday, September 5, 2012 9:49 AM | Last reply by Andrew Simpson - Friday, September 7, 2012 8:25 AM -
0 Votes
Assign a note to Account that appears in New Cases
tcregan, If you want the note to appear straight away when new cases are created, you will need to develop a plugin for it.Answered | 2 Replies | 2512 Views | Created by tcregan - Wednesday, June 6, 2012 4:21 PM | Last reply by Dimaz Pramudya (www.xrmbits.com) - Wednesday, June 6, 2012 11:29 PM -
0 Votes
CRM Dynamics - Assign cases issue
You cannot customize the assign window in any supported way.Answered | 1 Replies | 4136 Views | Created by Srividhyaa - Thursday, June 30, 2011 1:02 PM | Last reply by Gonzalo Ruiz R - Thursday, June 30, 2011 2:30 PM -
0 Votes
How can i Set the "Lookup Field" to Mandatory when "Case Type(Field) " = Complaint in MS CRM by using JavaScript ??
but can i set if when "Case Type(Field) " not = Complaint , then the Mandatory will be cancel ??Answered | 8 Replies | 3846 Views | Created by KennyChan6996 - Monday, July 9, 2012 3:04 AM | Last reply by KennyChan6996 - Monday, July 9, 2012 6:54 AM - Items 1 to 20 of 261455 Next ›
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