Is it possible to customize the Case Type, Satisfaction, Status Reason and
Priority fields of a CRM Case?

We have specific priorities and case types that we need to add to the drop
down lists when creating a case. How (and where) can this be done?

Aslo, can a drop down be created for the Resoloution field when resolving a
case as we report on specific support issues and would like to group by
specific faults.

Thanks
Nik

RE: Customize Case fields by imumar

imumar
Thu Feb 07 15:51:01 CST 2008

Hi Nik,
It is very much possible. Its the power of MS CRM to customize such
requirments like adding new fields and changing the existing values of the
drop down(picklist).

You can do this if you have CRM Administrator role. Need to go to
customization section and open the case(incident) entity and add attributes
or change it as per your requirments.

I will suggest you to get good understanding of CRM customization before
changing anything.
--
uMar Khan :: MS CRM MVP
CRM Freelance Consultant
Email :: imumar at gmail dot com
Blog :: http://umarkhan.wordpress.com
MVP :: https://mvp.support.microsoft.com/default.aspx/profile/umar.khan


"Nik" wrote:

> Is it possible to customize the Case Type, Satisfaction, Status Reason and
> Priority fields of a CRM Case?
>
> We have specific priorities and case types that we need to add to the drop
> down lists when creating a case. How (and where) can this be done?
>
> Aslo, can a drop down be created for the Resoloution field when resolving a
> case as we report on specific support issues and would like to group by
> specific faults.
>
> Thanks
> Nik

Re: Customize Case fields by Robert

Robert
Fri Feb 08 10:28:52 CST 2008

"Nik" <Nik@discussions.microsoft.com> wrote in message
news:F72A66D6-8D5A-4422-B733-CACE24AEE6D5@microsoft.com...
> Is it possible to customize the Case Type, Satisfaction, Status Reason and
> Priority fields of a CRM Case?
yes, yes, yes, yes

> How (and where) can this be done?
Settings -> Customizations -> Case -> Attributes -> Select the Specific
Attribute

> Aslo, can a drop down be created for the Resoloution field when resolving
> a
> case as we report on specific support issues and would like to group by
> specific faults.
Yes, this is done on the Status Reason on the case.

--
Robert MacLean
http://www.sadev.co.za


Re: Customize Case fields by BlueSky

BlueSky
Fri Feb 08 21:44:30 CST 2008

Nice one Robert.

"Robert MacLean" <robert@sadev.co.za> wrote in message
news:6CBCB608-135E-4586-934C-6FCFE63CACE8@microsoft.com...
> "Nik" <Nik@discussions.microsoft.com> wrote in message
> news:F72A66D6-8D5A-4422-B733-CACE24AEE6D5@microsoft.com...
>> Is it possible to customize the Case Type, Satisfaction, Status Reason
>> and
>> Priority fields of a CRM Case?
> yes, yes, yes, yes
>
>> How (and where) can this be done?
> Settings -> Customizations -> Case -> Attributes -> Select the Specific
> Attribute
>
>> Aslo, can a drop down be created for the Resoloution field when resolving
>> a
>> case as we report on specific support issues and would like to group by
>> specific faults.
> Yes, this is done on the Status Reason on the case.
>
> --
> Robert MacLean
> http://www.sadev.co.za