Converting a Task to a Case or Opportunity

Leave a comment

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:



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

carldesouza.comLinkedIn Twitter | YouTube


Leave a Reply

Your email address will not be published. Required fields are marked *