Viewing posts categorised under: Microsoft Dynamics CRM for Customer Service

Microsoft Dynamics CRM – Customer Service – Making Case Customer Field NOT Required

Posted by Jessica Carsten in CRM Admin 101, Dynamics CRM, Microsoft Dynamics CRM 2016, Microsoft Dynamics CRM for Customer Service | 0 comments

09.13.16

I ran into an issue recently trying to make the Case Customer field not required in Microsoft Dynamics CRM 2016.  I needed to make this field not required so I could populate the value once the Case was saved, by using a workflow based on another lookup field on the Case.  

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