CRM 2015 - how to edit Status reason transitionsI don't know why, but CRM has some great new features which are not presented by Microsoft much.
Status reason transition rules is one of those features.
Did you know, that you can now modify the status reason field options for the Case entity and custom entities to define which other status reason options people can choose?
There is one more restriction - each status reason option for an active status (green flag) must allow at least one path to an inactive status (red flag). This is because if you would not do it, it would not be possible to resolve or cancel the case.
When you go and edit a status reason field the Edit Status Reason Transitions button is in the menu. When you click this button the Status Reason Transitions dialog provides the option to choose Enable Status Reason Transitions. When this option is selected you must define which status reason values are allowed for each status reason.
You can enable or disable enforcing this rule.
Here is the screenshot of how we have it set up.
|Case Status Reasons Transition Set Up|
Excellent post, thanks for this. I gathered lots of information from this and I am happy about it. Do share more updates.ReplyDelete
Microsoft Dynamics crm Training in Chennai
Microsoft Dynamics Training
Microsoft crm Training
Hacking course in Chennai
Tally course in Chennai
PHP Training in Chennai
Web Designing Training in Chennai
Microsoft Dynamics crm Training in Anna Nagar
Microsoft Dynamics crm Training in Vadapalani
Microsoft Dynamics crm Training in Thiruvanmiyur
IEEE Final Year Project centers make amazing deep learning final year projects ideas for final year students Final Year Projects for CSE to training and develop their deep learning experience and talents.ReplyDelete
IEEE Final Year projects Project Centers in India are consistently sought after. Final Year Students Projects take a shot at them to improve their aptitudes, while specialists like the enjoyment in interfering with innovation.
corporate training in chennai corporate training in chennai
corporate training companies in india corporate training companies in india
corporate training companies in chennai corporate training companies in chennai
I have read your blog its very attractive and impressive. I like it your blog. Digital Marketing Company in Chennai Project Centers in Chennai