Announcements
No record found.
Hello all,
I'm trying to figure out how to create a case in Credit & Collections and associate transactions with it. On the collections form I'm able to create a new case for the customer but there's no way to associate transactions with it. In MS documentation there is mention of "assign to case" I don't see this option in D365. Can someone please point out the correct procedure?
Thank you
Hi,
Have you checked the following feature in the aged balance form?
Best regards,
Ludwig
Yes it just creates a case it doesn’t associate any transactions with it
Hello sidrakhan,
Can you elaborate and explain what you mean exactly by saying ... 'doesn't associate any transactions with it'?
What is your expectation that D365FO should do here?
Hello,
What i mean is if i create a case the way you describe it gets created but is empty. If i go to collections cases and look there is nothing there. In older versions of Dynamics there was a button on top of transactions called “assign to case.” How do i add transactions to this new case. An empty case is no use.
I appreciate the help.
Hi sidrakhan,
If I create a case in the aged balanced form then it is automatically assigned to my customer.
In addition, I can assign it to a specific invoice if I like.
Please see the following screenprint.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Congratulations to our 2026 Super Stars!
Thanks to all of our 2025 Community Spotlight stars!
These are the community rock stars!
Stay up to date on forum activity by subscribing.
André Arnaud de Cal... 510 Super User 2026 Season 1
Giorgio Bonacorsi 399
Adis 251 Super User 2026 Season 1
