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What is the difference between "Resolve" option in in Phone-to-Case Process and "Resolve" option in toolbar/ribbon?

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I have seen multiple explanations regarding the "Resolve" options in Cases. The most common explanation I've seen is that both "Resolve" options contain the same functionality and serve the same purpose, which is resolve a case. For reference:

The "Resolve Case" option included in the toolbar/ribbon: pastedimage1580753411953v1.png

The "Resolve" option included in "Phone to Case Process": pastedimage1580753483148v2.png

However, I am not satisfied with the general consensus that both contain the same functionality. The reason for this is as follows:

Selecting "Resolve Case" in the toolbar/ribbon resolves the case after manually entering select information, and once that information has been entered, the case is closed in Dynamics. 

Selecting "Resolve" in "Phone to Case Process" does not close the case. The case remains open.

The closing of the case is the main difference in the two options.

How I understand it: The "Resolve" option in "Phone to Case Process" simply means that a Case in Dynamics 365 CRM has been created for a client's support ticket, and the necessary information has been added to the record. It "resolves" the creation of a case which represents a support ticket opened by a client via phone (or email, etc), and that support ticket has been entered in Dynamics CRM as a "Case". It is strictly "resolving" case creation.

Whereas, "Resolve Case" is specifically used when a case has been "solved", and upon entering select information (which is different from the information entered during the Phone to Case Process) and selecting "Resolve Case", is promptly closed in Dynamics.

Can someone please provide clarification on this? I appreciate any and all feedback. 

I have the same question (0)
  • M.Azwar Alam Profile Picture
    on at

    Hi

    Resolve in Phone to Case Process does not change status of case as Resolved and it is true. It only indicates that it is in Resolve state, however you need to click on Resolve button to resolve the case 

    https://diyd365.com/2019/04/12/bug-bug-bug-cant-resolve-a-case/

    Mark answer as verified, if it is feasible for you

  • Suggested answer
    LeoAlt Profile Picture
    16,331 Moderator on at

    Hi partner,

    Your understanding is quite correct :-)

    1.The "resolve case" ribbon in the toolbar will trigger a workflow to close the case by changing the status to "resolved" and make the form read-only. This is a real resolving functionality.

    2.The "resolve" stage in "phone to case process" is only a stage category of BPF, and we could even modify this label like "closed, lose, cancel...", it's just a business tip and you could modify the categories here.

    Go to Settings->Customizations->Customize the System->Option Set->Stage Category.

    pastedimage1580788791571v1.png

    Hope it helps.

    Best Regards,

    Leo

  • Mayank Pujara Profile Picture
    830 on at

    in business terms when you are in resolve stage means that customer support person have provided resolution and waiting for confirmation from customer that it is actually resolved at his end ..

    after customer replied positively , customer support person can completed business process flow and also press resolve button to close the case (you could automate this step so if when person finishes this business process flow for case you can close the case automatically)

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