From the Rental Customer Portal, cases can be created for several reasons and from several places. These cases are created in Dataverse, and can be synchronized to D365 FO. If synchronized to D365 FO, a case category and category type are required.
1. | Go to Rental order management > Setup > Rental parameters. |
2. | On the General tab, in the Rental Customer Portal field group, fill in the fields. |
  | In the Case category field, enter or select the case category that is applied to cases that are created from the Customer Portal. |
3. | In the Category type for new cases field, select the category type that is applied to cases that are created from the Customer Portal. |
Related to | Notes |
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Set up case creation |
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Set up case creation |
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