"Bundling" Activities into multiple Service Checkpoints on a single Case

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Posted on by Michael Purdy

Hi all, new-ish user here. We have D365 Sales + Customer Service + Marketing. Currently, the requirement is to have a Case, and each case has 3 /service checkpoints/ (initial contact, 6 month contact, 12 month contact). The workflow for each service checkpoint is:

Phone Call
1. if not answered, Phone Call again in 2 days
  1. If not answered, Email in 1 week

Is there an OotB way to /bundle/ activities/ towards service checkpoints while preserving the activities link to the case record?

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Dengliang Li Microsoft Employee on at

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"Bundling" Activities into multiple Service Checkpoints on a single Case

Hi,

You can try to create a view containing cases, and associated BPF process stages. Activities can be viewed in Form by creating a subgrid view.
Regarding the BPF process stages can be stored using a field.
Solved: Pulling business process flow stage info into a v... - Power Platform Community (microsoft.com)

Best Regards,
Dengliang Li

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