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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Project vs a Case
Microsoft Dynamics CRM (Archived)

Project vs a Case

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Posted on by Marc Noon 70

I'm working with a client that wants to use a case as a project.   I tried to explain that a case is used more to manage an incident like a compliance issue, a contract dispute, a request for service or customer support.  However, after reviewing my notes I am not 100% sure if I was in the right ball park.

So my question is this: What is the difference between a case and a project in Dynamics CRM and what is the best way to explain this difference to a client?   And is a project an Entity, or is it an entity I need to create from scratch?

Thank you and I look forward to gaining a better understanding of the relationship between a case and a project.

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  • Suggested answer
    Muhammad Adeel Javaid Profile Picture
    Muhammad Adeel Javaid 5,580 on at

    Cases are generally used to track and manage any issues with your products and services reported by your clients, vendors, users etc. This module is often used by Customer Support. If a case is logged and there is a defect with your service (ie: if you sell software and there is a bug in the system), then a bug can be created which is linked to this case.

    Projects are generally used to manage projects within your organization. They can be linked to Contacts, Users, Opportunities, or Cases.

  • Verified answer
    Muhammad Adeel Javaid Profile Picture
    Muhammad Adeel Javaid 5,580 on at

    To undersatnd CRM Projects you can also refer to this link please:

    www.crmsoftwareblog.com/.../using-microsoft-dynamics-crm-for-project-management

  • Verified answer
    GL-23071537-0 Profile Picture
    GL-23071537-0 on at

    Hi Marc,

    I almost always create a custom entity for Projects.  If you repurpose Cases (or some other entity) not only do you have to get rid of things on the form that you don't need, but you have to be sure the client will NEVER need the case functionality, as it stands.  The primary thing to consider (I think) is the rollup of activities.  Activities rollup to the Contact/Account in a unique way with out-of-the-box entities that cannot be recreated with custom entities.

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