Using Dynamics 365 portal metadata to change the standard case create process

Using Dynamics 365 portal metadata to change the standard case create process

When you have a Dynamics 365 Portal up and running and you provide the capabilities for contacts to create cases, the standard out of the box ‘Create Case’ form maps the contact to the customer field (whilst the contact field is left blank)

Using Dynamics 365 portal metadata to change the standard case create process

In my scenario, I wanted the following to occur:

  • The customer to be set to the contacts parent account
  • The contact field on the case to be populated by the portal contact

To achieve this, I created 2 entity form metadata records against the ‘Create Case’…

Continue Reading Bruce Bee’s Article on their blog

Using Dynamics 365 portal metadata to change the standard case create process

Blog Syndicated with Bruce Bee’s Permission

Author: Bruce Sithole

Passionate Dynamics CRM & Dynamics 365 Technical Architect. #msdyncrm #msdyn365 #clickdimensions

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