This is a discussion on Creating a case from an E-mail in outlook within the Microsoft CRM forums, part of the ERP category; I'm surprised that the "New" button is grayed out when I go to "Cases" in when assigning "regarding" from an ...
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Creating a case from an E-mail in outlook
I'm surprised that the "New" button is grayed out when I go to "Cases" in
when assigning "regarding" from an outlook e-mail. It would be great to be able to turn an e-mail directly into a case. Does anyone know how to turn this on? Gavin |
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RE: Creating a case from an E-mail in outlook
I asked a similar question yesterday and was also stunned at this obvious
functionality ommission... "Gavin" wrote: > I'm surprised that the "New" button is grayed out when I go to "Cases" in > when assigning "regarding" from an outlook e-mail. It would be great to be > able to turn an e-mail directly into a case. > > Does anyone know how to turn this on? > > Gavin > > > |
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RE: Creating a case from an E-mail in outlook
This can be done, I am waiting for a complete set of instructions on how to
do this since I am not sure the steps required are going to be supported but it can be done. "Gavin" wrote: > I'm surprised that the "New" button is grayed out when I go to "Cases" in > when assigning "regarding" from an outlook e-mail. It would be great to be > able to turn an e-mail directly into a case. > > Does anyone know how to turn this on? > > Gavin > > > |
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Re: Creating a case from an E-mail in outlook
Any news?
"Denzel" <Denzel@discussions.microsoft.com> wrote in message news:57EDBE5F-0115-4CFC-9AD1-02E2FF743D81@microsoft.com... > This can be done, I am waiting for a complete set of instructions on how > to > do this since I am not sure the steps required are going to be supported > but > it can be done. > > "Gavin" wrote: > >> I'm surprised that the "New" button is grayed out when I go to "Cases" in >> when assigning "regarding" from an outlook e-mail. It would be great to >> be >> able to turn an e-mail directly into a case. >> >> Does anyone know how to turn this on? >> >> Gavin >> >> >> |
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Re: Creating a case from an E-mail in outlook
This is what our .net guy did while he was here (I am not sure how supported
this would be by MS so at your own risk) the following change in _controls\lookup\LookupDialogs.js, line 50 (and _controls\lookup\LookupDialogsAppGrid.js): function selectChange(o) { var objectType = o.DataValue; var guid = o.options[o.selectedIndex].guid switch (parseInt(objectType, 10)) { case Account: btnNew.disabled = !_canCreateAccount; break; case Contact: btnNew.disabled = !_canCreateContact; break; case Lead: btnNew.disabled = !_canCreateLead; break; case Opportunity: btnNew.disabled = !_canCreateOpportunity; break; // customization: we want to allow cases to be created case Incident: btnNew.disabled = false; break; default: btnNew.disabled = true; break; } Hope this helps out, turns out the functionality was there but just not turned on, this is for the case entity as well as some others. "Gavin" wrote: > Any news? > > "Denzel" <Denzel@discussions.microsoft.com> wrote in message > news:57EDBE5F-0115-4CFC-9AD1-02E2FF743D81@microsoft.com... > > This can be done, I am waiting for a complete set of instructions on how > > to > > do this since I am not sure the steps required are going to be supported > > but > > it can be done. > > > > "Gavin" wrote: > > > >> I'm surprised that the "New" button is grayed out when I go to "Cases" in > >> when assigning "regarding" from an outlook e-mail. It would be great to > >> be > >> able to turn an e-mail directly into a case. > >> > >> Does anyone know how to turn this on? > >> > >> Gavin > >> > >> > >> > > > |
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Re: Creating a case from an E-mail in outlook
Hi Denzel,
I'm not a programmer, although I do understand what you're saying below. Can you please highlight what code was CHANGED, and what is still "original" below? Thanks so much! Gavin "Denzel" <Denzel@discussions.microsoft.com> wrote in message news:1EBDA6BC-A651-4790-B426-492D7D018114@microsoft.com... > This is what our .net guy did while he was here (I am not sure how > supported > this would be by MS so at your own risk) > the following change in _controls\lookup\LookupDialogs.js, line 50 (and > _controls\lookup\LookupDialogsAppGrid.js): > > > function selectChange(o) > { > var objectType = o.DataValue; > var guid = o.options[o.selectedIndex].guid > switch (parseInt(objectType, 10)) > { > case Account: btnNew.disabled = !_canCreateAccount; break; > case Contact: btnNew.disabled = !_canCreateContact; break; > case Lead: btnNew.disabled = !_canCreateLead; break; > case Opportunity: btnNew.disabled = !_canCreateOpportunity; break; > > // customization: we want to allow cases to be created > case Incident: btnNew.disabled = false; break; > default: > > btnNew.disabled = true; > break; > } > > > Hope this helps out, turns out the functionality was there but just not > turned on, this is for the case entity as well as some others. > > "Gavin" wrote: > >> Any news? >> >> "Denzel" <Denzel@discussions.microsoft.com> wrote in message >> news:57EDBE5F-0115-4CFC-9AD1-02E2FF743D81@microsoft.com... >> > This can be done, I am waiting for a complete set of instructions on >> > how >> > to >> > do this since I am not sure the steps required are going to be >> > supported >> > but >> > it can be done. >> > >> > "Gavin" wrote: >> > >> >> I'm surprised that the "New" button is grayed out when I go to "Cases" >> >> in >> >> when assigning "regarding" from an outlook e-mail. It would be great >> >> to >> >> be >> >> able to turn an e-mail directly into a case. >> >> >> >> Does anyone know how to turn this on? >> >> >> >> Gavin >> >> >> >> >> >> >> >> >> |
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Re: Creating a case from an E-mail in outlook
Hello everyone. does anyone have any new news on this entry? I am course as I
would like to convert an email to a case. Did we find wich code was changed in the previous suggestion? "Gavin" wrote: > Hi Denzel, > > I'm not a programmer, although I do understand what you're saying below. > > Can you please highlight what code was CHANGED, and what is still "original" > below? > > Thanks so much! > > Gavin > "Denzel" <Denzel@discussions.microsoft.com> wrote in message > news:1EBDA6BC-A651-4790-B426-492D7D018114@microsoft.com... > > This is what our .net guy did while he was here (I am not sure how > > supported > > this would be by MS so at your own risk) > > the following change in _controls\lookup\LookupDialogs.js, line 50 (and > > _controls\lookup\LookupDialogsAppGrid.js): > > > > > > function selectChange(o) > > { > > var objectType = o.DataValue; > > var guid = o.options[o.selectedIndex].guid > > switch (parseInt(objectType, 10)) > > { > > case Account: btnNew.disabled = !_canCreateAccount; break; > > case Contact: btnNew.disabled = !_canCreateContact; break; > > case Lead: btnNew.disabled = !_canCreateLead; break; > > case Opportunity: btnNew.disabled = !_canCreateOpportunity; break; > > > > // customization: we want to allow cases to be created > > case Incident: btnNew.disabled = false; break; > > default: > > > > btnNew.disabled = true; > > break; > > } > > > > > > Hope this helps out, turns out the functionality was there but just not > > turned on, this is for the case entity as well as some others. > > > > "Gavin" wrote: > > > >> Any news? > >> > >> "Denzel" <Denzel@discussions.microsoft.com> wrote in message > >> news:57EDBE5F-0115-4CFC-9AD1-02E2FF743D81@microsoft.com... > >> > This can be done, I am waiting for a complete set of instructions on > >> > how > >> > to > >> > do this since I am not sure the steps required are going to be > >> > supported > >> > but > >> > it can be done. > >> > > >> > "Gavin" wrote: > >> > > >> >> I'm surprised that the "New" button is grayed out when I go to "Cases" > >> >> in > >> >> when assigning "regarding" from an outlook e-mail. It would be great > >> >> to > >> >> be > >> >> able to turn an e-mail directly into a case. > >> >> > >> >> Does anyone know how to turn this on? > >> >> > >> >> Gavin > >> >> > >> >> > >> >> > >> > >> > >> > > > |
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