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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / CLOSED DISPUTES & CASES
Service | Customer Service, Contact Center, Fie...
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CLOSED DISPUTES & CASES

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Posted on by MH-12092052-0 128
Hello, when a dispute/case is resolved, where can I go to get a report with all the open and closed disputes?
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Dynamics 365 Customer Service
  • Suggested answer
    Holly Huffman Profile Picture
    Holly Huffman 3,754 on at
    CLOSED DISPUTES & CASES
    Hi there! Good morning, evening, or afternoon - depending on where you are :) Hope you are well today!
     
    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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