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Service | Customer Service, Contact Center, Fie...
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Creating a "Case" view that includes fields from "Case Resolution"

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Posted on by 54

Hi, I want to create a Case view that contains attributes from Case Resolution but it isn't an option for related tables. Does anyone know how I can go about this? Thanks!

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  • Suggested answer
    dian74 Profile Picture
    2,477 Most Valuable Professional on at

    You can't pull data from case resolutions into a case view because this is a many to 1 relationship. What you can do is create a view for case resolutions and pull data from the case into the view. 

    PLEASE MARK AS VERIFIED IF HELPFUL

  • CalebG Profile Picture
    54 on at

    Oh okay that makes sense, I created a view in power apps but I can't figure out how to get to it once I'm in Dynamics. Do you know how I can do this? Thanks so much!

  • Verified answer
    dian74 Profile Picture
    2,477 Most Valuable Professional on at

    You would need to add the case resolutions table as a page to the app and add the view you created. Once you did that you can put the view (grid) on a dashboard or access it by clicking on the case resolution table from the sitemap in the app.

    PLEASE MARK THIS ANSWER AS VERIFIED IF HELPFUL

  • CalebG Profile Picture
    54 on at

    Alright perfect, I was able to figure it out with this. Thanks so much!

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