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Customer experience | Sales, Customer Insights,...
Suggested Answer

Rolling up child case activities to the Parent Case

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Posted on by 2,175

Hi all,

I've got a issue. I noted that out of the box, the case entity allows you to create a child to parent case heirarchy using the parent case lookup field. This is great but I'm trying to figure out a way to rollup activities regarding a child case to the parent case but I can't seem to configure the rollup cascade on the relationship.

pastedimage1579150343928v1.png

Is there anyway to configure this so that activities in the child is displayed on the parent case? The only way I can think of is to duplicate all the activities but that's not a great solution and with duplicating received emails, I'm not sure how attachments would be duplicated and displayed contextually in the email.

I have the same question (0)
  • Suggested answer
    AJ-22040756-0 Profile Picture
    on at

    Hi Partner,

    unfortunately as far as I  know we cannot have all the activities of child displayed in the parent record in a supported OOB way.  

  • MikeC282 Profile Picture
    2,175 on at

    Ah. That is a shame. Is there anyway to grab email activities from the child case and displaying it in the parent?

    Kind regards,

    Mike

  • Suggested answer
    AJ-22040756-0 Profile Picture
    on at

    Hi Partner,

    You can refer to this link community.dynamics.com/.../843090 which will assist you in getting this functionality. 

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