News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) Change Child case to a...

Microsoft Dynamics CRM (Archived)

Change Child case to another Parent Case

(0) Share

Report

Report

Posted on by DennisGroen

85

Hi,

I would like to attach a Child case to a different Parent case. On the forum I was not able to get the right information. Can anyone help me how I'm able to perform this request.

Thank you

*This post is locked for comments

All responses Img

All responses (3)

Answers Img

Answers (1)

DennisGroen 85 on at

Like (0)

Report

RE: Change Child case to another Parent Case

Hi Kokulan,

Thank you for your inout. It helped me getting the right information on a request and being able to change the parent case.
Verified answer

gdas 50,085 on at

Like (0)

Report

RE: Change Child case to another Parent Case

Hi Dennis ,

If I am not wring , are you talking about multiple parent ?

There should be one parent account for each case , you can simply change the parent case lookup to change the parent.
Kokulan 18,048 on at

Like (0)

Report

RE: Change Child case to another Parent Case

Hi

On your child case, there is a lookup field called Parent Case, if you set the parent case to this lookup, your child case will be linked to the parent case

And when you open the parent case, it will be shown in the list of child cases

Let me know if you need any screenshots on this

Are you doing this manually or in a workflow or using other type of processes?

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2

Martin Dráb 230,235 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans