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Panel Actions - MS Dynamics 365
How to edit form layout for a New Case
How to edit form layout for a New Case
Tuvis Team avatar
Written by Tuvis Team
Updated over a week ago

1.Connect to WhatsApp Web.

2.Login with your MS Dynamics user.

3.Click on the Agent Panel.

4.Click on Edit Layouts.

5.Click on Select Layout.

6.Select New Case Layout.

7.Type on Add New Field the desired fields.

8.Validate that all required fields have been selected.

9.Click on Save All.

10.Click on Close & Refresh.

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