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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Case Management and Pr...
Microsoft Dynamics AX (Archived)

Case Management and Processes

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Posted on by Community Member

I am just beginning to work with cases.  Does anyone have a detailed description of what each of the case process items are:

  • activities (how to these differ from task?)
  • tasks (update to Outlook?)
  • events (like what?, what does it do?)
  • appointment (update to Outlook?)

Second, how do you launch a work flow from within a case?

Thanks

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  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,711 Super User 2026 Season 1 on at

    Hi elena97008,

    You are correct about the types. Some are similar but the difference is indeed a link with outlook or not.

    What type of workflow are you referring to? Can you elaborate about your business requirement?

  • Community Member Profile Picture
    Community Member on at

    I am working on supporting Customer Service.  I want to have cases to track activities and standardize.  In particular in what steps need to occur when they change an order that is in process.  One of the "activities" is to send an e-mail to the support group that then needs to make adjustments.  It would be nice if when they create a case of the change type it would automatically send the e-mail.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,711 Super User 2026 Season 1 on at

    Thanks for your reply. I'm still not fully understanding what you are trying to achieve in total. If you want to have an email notification, you could use the Alert functionality anyway.

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