Use PowerWebform to create cases in CRM

I love PowerWebform – the add-on that easily creates webforms able to send data directly into Dynamics CRM (I still wonder why the feature is not a standard one UPDATED 2017: you can use VOC now, but I still prefer PowerWebform).

But creating a case was tricky

Recently I wanted the add-on to create a Case in CRM … but I struggled with why PowerWebform was not able to generate it as it normally was able to with all other entities.

The reason: you have to fill out “Customer” field on the case. And since it was a lookup you need to know the lookup trick which PowerObjects themselves describes in their user guide (find section Field Types and read about the hidden field):

  1. Create a dummy contact in CRM (I.e. “Customer NOT checked yet” and find its 36 character GUID
  2. Create a HIDDEN text field labelled the entity name (contact) in my case).
  3. Fill in the default value with the GUID of the dummy contact

Then you should be able to auto create cases in CRM.

/af