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Found 124952 threads
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1 VotesCustomizing the Case Number for on the Incident Entity
Hi youngceaser, Unfortunately that case number cannot be changed in a supported way.Answered | 5 Replies | 3220 Views | Created by youngceaser - Monday, May 21, 2012 11:45 AM | Last reply by Dimaz Pramudya (www.xrmbits.com) - Tuesday, May 22, 2012 10:45 AM
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3 Votes
Lookup Case by Case Number (after closing the Case)
Hi Francisco, you can easily enable system to search for closed cases as well..as mentioned in following article ..Answered | 3 Replies | 11954 Views | Created by Francisco.Ceia - Thursday, May 20, 2010 6:27 PM | Last reply by Mayank Pujara - Thursday, May 20, 2010 7:10 PM -
0 Votes
CRM Case Associated View needs to Default to All
Another option would be to add a grid of the cases to the form, where you can define the view it uses and remove the case from the left with the form editor.Answered | 3 Replies | 3304 Views | Created by WSpearsDBA - Tuesday, November 29, 2011 9:14 PM | Last reply by D kay - Wednesday, November 30, 2011 11:25 PM -
1 Votes
e-mail sender as case customer
please check following blog for the same http://blogs.msdn.com/ukcrm/archive/2008/06/12/e-mail-to-case-using-workflow-update.aspxAnswered | 1 Replies | 5505 Views | Created by Cosminc - Thursday, March 18, 2010 4:22 PM | Last reply by Mayank Pujara - Thursday, March 18, 2010 4:56 PM -
6 Votes
Extracting incident/case audit history programmatically
Hi Alan, Lets assume there is an incident which is reopened 3 times (Generic case, you can take 1 or more than 1 status change).Answered | 10 Replies | 2506 Views | Created by Alan Hollis - Monday, January 21, 2013 11:20 AM | Last reply by Alan Hollis - Wednesday, January 23, 2013 1:03 PM -
0 Votes
Customer in Case Crm 2011 Online
Regarding the final functionality, you would need to create an workflow that triggers on the correct create or change field on Case entity, that in turn creates email you ...Answered | 1 Replies | 2930 Views | Created by nunka - Thursday, April 12, 2012 1:52 PM | Last reply by RuneDaub - Thursday, April 12, 2012 7:08 PM -
0 Votes
How to fetch a deactivated Case in CRM 4.0
Hi there, if case was resolved then you can use Resolved system view to look the case up.Answered | 5 Replies | 5783 Views | Created by Perfectionist - Wednesday, March 30, 2011 5:14 AM | Last reply by George Doubinski - Thursday, March 31, 2011 1:30 AM -
0 Votes
History View
But Activity is not History no??Answered | 3 Replies | 5748 Views | Created by danpri - Monday, February 22, 2010 10:03 AM | Last reply by danpri - Monday, February 22, 2010 10:15 AM -
3 Votes
Workflow that sends email with Case Annotations or Case Notes
You'll need to write a custom workflow to pull all the notes, or create a new custom field on the Case form to store the notes descriptions.Answered | 17 Replies | 12051 Views | Created by watdawg - Thursday, October 15, 2009 5:04 AM | Last reply by Donna Edwards - Thursday, June 24, 2010 11:19 PM -
0 Votes
CRM 2011: How to show case owner on "Active Cases" tab?
Sected "Customize" tab at the top of the screen 3.Answered | 3 Replies | 4051 Views | Created by InfoSys - Wednesday, June 8, 2011 1:37 PM | Last reply by InfoSys - Wednesday, June 8, 2011 2:15 PM -
0 Votes
CRM 2011 Case Management Customer lookup
Hi Martin, no it can be edited and you cannot add another entity typ in the case customer field lookup, the only recors you can add there or edit must be of the ...Answered | 5 Replies | 3540 Views | Created by Dre360 Martin - Friday, March 9, 2012 2:27 AM | Last reply by The Hosk - Friday, March 9, 2012 9:25 AM -
1 Votes
How to notify case owners and manager of aging cases
But you can write custom workflow to evaluate whether any note has been added to the case record.Answered | 20 Replies | 7787 Views | Created by Steve Goos - Tuesday, April 27, 2010 9:15 PM | Last reply by Bob Hatcher - Intellinet - Tuesday, February 21, 2012 9:53 PM -
0 Votes
Case form - Customer field lookup not customizable?
Its a customer look up which means you can attach a contact or an account to it.Answered | 3 Replies | 4470 Views | Created by BenPatterson - Thursday, September 8, 2011 9:08 PM | Last reply by Amreek Singh - Monday, September 12, 2011 11:17 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 | 5954 Views | Created by boris37 - Friday, January 22, 2010 6:08 PM | Last reply by boris37 - Friday, January 22, 2010 7:10 PM -
0 Votes
Adding a Button to Case Form
Hello, You can easily add custom button.I will suggest use this post to add custom ribbon button.Answered | 5 Replies | 3893 Views | Created by CodemonkeyHelp - Friday, April 6, 2012 6:56 PM | Last reply by Brian Greig - Thursday, April 12, 2012 3:14 PM -
2 Votes
Create view that tracks every case that a user has owned
http://a33ik.blogspot.com/2011/11/crm-2011-reports-on-data-auditing.html Otherwise, you'll have to develop a workflow or plugin to create a case history ...Answered | 2 Replies | 2347 Views | Created by RandyM33 - Monday, November 19, 2012 4:08 PM | Last reply by Mehmet Özgür Genç - PhD - Tuesday, November 20, 2012 3:37 PM -
0 Votes
Emailing view of cases (exported to Excel) once a week
Not out of the box, will need custom development to do this.Answered | 2 Replies | 13337 Views | Created by Rotte02 - Thursday, February 18, 2010 10:05 AM | Last reply by Leon Tribe - Sunday, September 12, 2010 10:19 AM -
0 Votes
Customer Portal - Create Case - Add Attribute
Using the free accelerators, the case form is a custom asp.net web form that is implemented in createcase.aspx and editcase.aspx.Answered | 2 Replies | 6066 Views | Created by ePartners UK - Tuesday, April 26, 2011 6:34 AM | Last reply by Shan McArthur (CRM MVP) - Thursday, November 10, 2011 11:05 PM -
0 Votes
Adding Cases to My Work Activities view in CRM
I found the Customer Effective articles.Answered | 5 Replies | 6178 Views | Created by Gregory N. Brooks - Friday, March 5, 2010 10:35 PM | Last reply by Gregory N. Brooks - Tuesday, March 30, 2010 9:38 PM -
0 Votes
Case Form Edit
Hi, Have you added the case number field into the Case entity Form header?Answered | 5 Replies | 3516 Views | Created by n7s - Monday, July 25, 2011 7:21 PM | Last reply by Jehanzeb.Javeed - Monday, July 25, 2011 10:57 PM
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