Manage Parent Child Cases in CRM

Nishant RanaDyn365CE4 years ago8 Views

Originally posted on crmcooking:
In Microsoft Dynamics CRM you can manage multiple cases efficiently using parent and child cases. If you want to records same issue for multiple customers, you can open a primary case called parent case and then create a secondary case called child case. Please consider the following scenario. Multiple customers are…

Continue Reading Nishant Rana’s Article on their blog

Manage Parent Child Cases in CRM

Define parent and child case settings (Unified Interface) https://docs.microsoft.com/en-us/dynamics365/customer-service/define-settings-parent-child-cases

Blog Syndicated with Nishant Rana’s Permission

Leave a reply

Join Us
  • X Network2.1K
  • LinkedIn3.8k
  • Bluesky0.5K
Support The Site
Events
February 2025
MTWTFSS
      1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28   
« Jan   Mar »
Follow
Sign In/Sign Up Sidebar Search
Popular Now
Loading

Signing-in 3 seconds...

Signing-up 3 seconds...