1 Dec’16

Dynamics 365, EnterpriseHow to display Status Reason conditionally in Case Management

Introduction

This blog resolve a scenario requested by client to display Status Reason conditionally on Case entity.
This requirement can be fulfilled by using Transitions functionality on Status Reason field on Case entity in D365 Sales.

Steps of Implementation

  1. Open Status Reason field on Case entity
  2. Click on Edit Status Transitions and check the checkbox for Enable Status Reason Transitions.
  3. Select New Status Reasons for Current Status Reasons by clicking ellipses button
  4. After selecting values and click OK button.
  5. Click OK on Status Reason Transactions page
  6. Click OK on warning message
  7. Click Save and Close button on Status Reason field
  8. Publish All Customizations from Solution and Status Reason are displayed conditionally as seen below.

Note: “Edit Transitions in Status Reason” functionality is only available on  Case and Custom Entities.

Written by

Team Member

CloudFronts

Leave a Reply

Your email address will not be published. Required fields are marked *

Time limit is exhausted. Please reload the CAPTCHA.

Want to streamline your business processes?

  • This field is for validation purposes and should be left unchanged.

Recent Articles

  • Reading more then 10K records in D3FOE OData API

    11 July’ 2018

    Introduction: We all know Dynamics 365 Finance and Operations has limitation of 10K records to be fetched at a time usi...

    Read more
  • Paging in D365 Customer Engagement v9.0

    10 July’ 2018

    Introduction: The Xrm.retrieveMultipleRecords method is used to retrieve a collection of records in Dynamics 365 Custom...

    Read more
  • Set up Dynamics 365 connection in Microsoft Social Engagement

    10 July’ 2018

    Introduction: This blog explains how to Set up Dynamics 365 connection in Microsoft Social Engagement. Steps to be follo...

    Read more
  • Voice of the Customer failed to install

    10 July’ 2018

    Introduction: Many people face issues in installing Voice of Customer solution on v9 environment and trying repeatedly ...

    Read more
  • Scribe Insight AX as a Web Service Find Block issue

    10 July’ 2018

    Introduction: If we need to look up for any value from AX then we do it by using a Find Block in Scribe Insight Eg: Basi...

    Read more