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To access a report of all open and closed disputes or cases in Dynamics 365, you can use the following options:
Case Views in Customer Service Hub: Navigate to the Customer Service Hub > use the pre-configured views like "Active Cases" or "Resolved Cases." You can also create a custom view to display both open and closed cases in one list.
Advanced Find: Use the Advanced Find feature to query cases based on their status (open or resolved). You can save this query as a personal view or export the results to Excel for further analysis.
Reports in Dynamics 365: Dynamics 365 includes built-in reporting capabilities. You can run the "Case Summary Table" report, which provides details on cases, including their status. This report can be customized if needed.
Power BI Integration: For more advanced reporting, you can connect Power BI to your Dynamics 365 environment. This allows you to create a detailed report combining open and closed cases with additional insights and visualizations.
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