CRM 2011 - Using contact data on Case form

Question

I\'ve installed CRM 2011 to see if I can tailor it to our business. We do repairs, I want to be able to book in a contact (client) and then a case and have the clients number a

Answer 1

My option is a lot easy one. All we are doing is using Dialog to create cases and in the dialog fields you can get contact detail dynamically. At the end of the form when you create new case, use this dynamic values to submit in Case form.

We get times when customer tell us that the phone number is changed since last time and this method gives you option to change customer's details on the fly and submit both in Contact Entity and Case entity at the same time.