To create a new case, or issue, in Dynamics 365, go to the Services menu and select Cases:
Here, you will see the case, the origin, case number, priority etc:
Select a case to open it:
Note the Business Process Flow for the case:
You may want to create child cases if your case relies on separate departments to complete the main issue. To create a child case, select “Create Child Case”:
This will open:
Enter details and press Save:
You will see the case listed under Child Cases for this record:
And you can click to open the case:
Note child cases do not show additional Create Child Case options:
You can associate a case to a parent by selecting 2 cases from the cases view and selecting Associate Child Cases from the menu:
You can then set the parent of the case:
You can also merge 2 cases by selecting Merge:
The case not selected will be cancelled.
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