Convert an activity to a case

Can I do this task?

1. Navigate to activity records.

   In the Navigation Pane, click Workplace, and then under My Work click Activities.

   - OR -

   To work with activities associated with a record, open the record and then click Activities.

2. Open the activity that you want.

   Activity types that can be converted

   • Faxes
   • Phone Calls
   • E-mail Messages
   • Letters
   • Appointments
3. On the Actions toolbar, point to Convert Activity and then to Case.
4. In the Convert Activity to Case dialog box, enter information in the following boxes:
   • Customer

     You must click the Lookup button to select or create a new customer.

   • By default, Microsoft Dynamics CRM automatically completes the following operations during the conversion:
     • Close the activity as completed.
     • Open the new case after the conversion.

   To change the conversion operations, clear the associated check boxes.

5. In the Convert Activity to Case dialog box, click OK.

Note

The originating activity becomes a related activity for the new case. If the activity is open, it appears in the Activities list for the case. If the activity is closed, it appears in the Closed Activities list.