Create a Custom Case Entity In Dynamics CRM 2011

You could but any in-built functionality around cases would not be available to you.  Instead, you can create your fields and add them to a new form for case. Entities in CRM can have multiple forms. So I suggest you leave the out of the box form for case as it is, make a copy (using Save As) and edit that to suit your needs.

How do i select the New Form when raising a Case ?

Look at the left hand side just above where the form tabs are shown. You should see Information with an arrow after it. Click the arrow and a list of other forms will be shown.

When you are happy with the new form you can use form security to make the Information form not show to users,

Hmm.

Is there any way i have display the New form as an option like in the attached.

I have created a new form calls Credit Case and can i display that in the list attached.

Thanks,
Case-SS-.docx

I don't think so. But I think CRM will use the last form that the user selected for Case.

Does hiding forms by security role help you at all?  If users will always use the new form then you can hide the original form using security roles.

If you need users to choose between forms then I think they will have to do it after clicking New in the location you showed.

Users have to use both the forms.

Is there any way i can replicate the standard case to a custom entity?

In a word, no.

You might be able to do fancy stuff by exporting a solution containing just the case entity and hacking the XML but personally I wouldn't do it.

And there is no to duplicate any of the functionality for cases - it is part of the code for CRM. Of course you might not need any of the functionality.

I did wonder whether instead of having another form you could use JavaScript to hide/unhide tabs/sections/fields on the form based on the value of something.

Can you share any link that has guidance how to Show/Hide fields based on a option set selection.

Thanks.

Thanks Feridun.