Customer Engagement & Dynamics CRM Forum

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New Case Functionality

  • 1.  New Case Functionality

    TOP CONTRIBUTOR
    Posted 30 days ago
    Hello, all ~

    We noted today that the Add New Case (+) button on the Contact form now renders the Case form in the existing browser window rather than open a new window. Has anyone else experienced this? Does anyone know of a resolution?

    Thanks!

    John

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    John Ireland
    CRM System Coordinator
    American Board of Family Medicine
    Lexington KY
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  • 2.  RE: New Case Functionality

    TOP CONTRIBUTOR
    Posted 29 days ago
    John

    If it's not a "bug" then you have to customize that button to fire a js script that would open the case form in a new window.

    Cheers!

    ------------------------------
    Rex Kenley Tan, MCP
    Akron OH
    https://www.youracclaim.com/users/rex-kenley-tan

    *Always be CURRENT with JavaScript & C#, NEVER be obsolete.

    DISCLAIMER: All views expressed on this site are my own and DO NOT represent the opinions of ANY entity whatsoever with which I have been, am now, or will be affiliated.
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  • 3.  RE: New Case Functionality

    TOP CONTRIBUTOR
    Posted 29 days ago
    Thanks...not sure if it is a bug. From the initial implementation years ago, clicking the plus symbol has opened a new window - much more effective for customer service.

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    John Ireland
    CRM System Coordinator
    American Board of Family Medicine
    Lexington KY
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  • 4.  RE: New Case Functionality

    TOP CONTRIBUTOR
    Posted 29 days ago

    Yeah, I think customization is the way to go if that is the case.

    openInNewWindow

    https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/developers-guide/jj602956(v=crm.8)#BKMK_OpenEntityForm
    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/xrm-navigation/openform



    ------------------------------
    Rex Kenley Tan, MCP
    Akron OH
    https://www.youracclaim.com/users/rex-kenley-tan

    *Always be CURRENT with JavaScript & C#, NEVER be obsolete.

    DISCLAIMER: All views expressed on this site are my own and DO NOT represent the opinions of ANY entity whatsoever with which I have been, am now, or will be affiliated.
    ------------------------------