This task requires permissions that are found in all default security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.. More information about specific permissions and performing this task while offline: Common Task Permissions
On the Actions toolbar, point to Convert Activity and then to Case.
In the Convert Activity to Case dialog box, enter information in the following boxes:
You must click the Lookup button to select or create a new customer.
By default, Microsoft Dynamics CRM Online automatically completes the following operations during the conversion:
Close the activity as completed.
Open the new case after the conversion.
To change the conversion operations, clear the associated check boxes.
In the Convert Activity to Case dialog box, click OK.
The originating activity becomes a related activity for the new case. If the activity is open, it appears in the Activities list for the case. If the activity is closed, it appears in the History list.