Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2021 Release Wave 2Discover the latest updates and new features releasing from October 2021 through March 2022.
2021 release wave 2 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
I am trying to create an Advanced View from Cases, where I can see the resolved Cases but, as columns, see the Resolution Type, Resolution (Subject), and Billable Time; is this possible? I see there is a relationship from Case to Case Resolution, but it is not an option when trying to select related records and columns from those records.
you might want to do it differently - build a view for "activities", filter them by activity type (should be "case resolution"), and add case fields (from regarding(case) ) to that view.
Basically, the problem is that all those resolution fields are in the "case resolution" activity entity:
Whenever case gets closed crm automatically creates case resolution record. When you reactivate the closed case system cancels the existing case resolution activity and when you close the case again it creates new case resolution activity as completed. As case can have more than one case resolution , case and case resolution has one-to-many relationship.So you can't add case resolution fields as column in case view. One option would be adding dashboard with case resolution view with only status completed and in that view you can add all case fields.
You cannot create a view including Case plus Case Resolution columns since you cannot show columns from Child entity (Case to Case Resolution is 1 to many, it means Case Resolution is the child)
And the Case Resolution entity is not available in the advanced find view entity, you can use Activity view, I agree then filter the Case resolution as the Activity Type, but you cannot show the columns from Case Resolution entity, which it is what you wanted. I am afraid you might need to create a custom report.
The entity name is IncidentResolution
Hope this helps!
As usual, great advise....thanks for the help! This works perfectly for the user.
Business Applications communities