User Review
( votes)Business Requirement: Often there is requirement to show Case severity in some colour encoded way in Dynamics 365. For example, refer image below:
Solution: Below steps can be used to achieve this requirement without writing code:
1. Go to Settings->Customization->Entity->fields and add a new field of type Option Set. In the example above I have created a new field Case Severity on Case entity. Add items text from the following link: http://classic.getemoji.com/
Following images were used in the above example:
2. Add the column as the first field in Active Case view and other views that you wish. Optionally, you can also place the field on the Case entity form. Next, in the editable grid you will be able to set the priority by this field:
3. Not only that, you will be able to group as well by selecting Group by:
Hope it helps and Happy CRMing.
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