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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / connect case to each o...
Microsoft Dynamics CRM (Archived)

connect case to each other?

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Posted on by sdnd2000 2,397

hi, it looks like we can only create parent and child case, can we use connection for case? I don't see the connect button in the ribbon

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  • Verified answer
    prt33k Profile Picture
    prt33k 6,907 on at
    RE: connect case to each other?

    Hi,

    Please follow the screenshot :

    2577.case2.JPG

    2577.case2.JPG

  • Suggested answer
    tw0sh3ds Profile Picture
    tw0sh3ds 5,600 on at
    RE: connect case to each other?

    I'm not sure where are you looking for it - you should go to the upper most menu (above the command bar) and select the arrow on the right of you case name. If will show you all associated records - with connections among them. At least that's how OOTB CRM works - if someone customized your system it may be different.

  • sdnd2000 Profile Picture
    sdnd2000 2,397 on at
    RE: connect case to each other?

    Hi, Prateek, I am looking to connections in case, I didn't see the connection tab in case entity

  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman 18,108 on at
    RE: connect case to each other?

    Connections create a lookup between records so that you can easily determine how the records are related.

    Refer this:

    www.loganconsulting.com/.../Create-Connections-in-Microsoft-Dynamics-CRM

  • Suggested answer
    prt33k Profile Picture
    prt33k 6,907 on at
    RE: connect case to each other?

    Hi,

    There wont be any button for connection - you need to go to the associated record and under connection tab you will be able to see/create connections.

    Thanks,

    Prateek

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