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Creating a case from an E-mail in outlook

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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  #1 (permalink)  
Old 12-01-2005, 05:07 PM
Gavin
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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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  #2 (permalink)  
Old 12-01-2005, 06:03 PM
GreggH
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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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  #3 (permalink)  
Old 12-02-2005, 01:57 PM
Denzel
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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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  #4 (permalink)  
Old 12-06-2005, 02:00 PM
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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  #5 (permalink)  
Old 12-06-2005, 05:30 PM
Denzel
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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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  #6 (permalink)  
Old 01-03-2006, 12:13 PM
Gavin
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Posts: n/a
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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  #7 (permalink)  
Old 01-17-2006, 05:20 PM
Ctrlr
Guest
 
Posts: n/a
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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