Converting a Task to a Case or Opportunity

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In this post we will look at converting a task in Dynamics 365 to a case or opportunity. First, we will create a new task:

Let’s convert this to an Opportunity:

Note the options such including selecting a customer. Click Convert:

The task is now an opportunity:

Let’s create another task:

This time we will convert to Case:

Note the options. Click Convert:

The new case will open:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

carldesouza.comLinkedIn Twitter | YouTube

 

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