Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 82002

Add Shortcut or Button to Full Task Form in a Case

$
0
0

Hello,

I just upgraded to Dynamics 365 v9.0 and the buttons I created to launch the full forms for activities no longer works. I managed to remove this, but I am still looking for a solution. 

We have a custom task form (that allows us to enter time spent) that we use when adding a task to a case in Dynamics. Being that we need to add time, we cannot use the quick forms that are the default when using the Activities area. As a workaround, users can click on the "see the records associated with this view" button on the activities area. There they can click on "Add New Activity" > "Task" and then the full add task form comes up. 

Please let me know the best way to access this form from the main page of a case. Alternatively, if there is a better way to add time spent to a case, I'm all ears!

Thanks!

Ryan


Viewing all articles
Browse latest Browse all 82002

Latest Images

Trending Articles



Latest Images