web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

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

Project vs a Case

(0) ShareShare
ReportReport
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.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Muhammad Adeel Javaid Profile Picture
    Muhammad Adeel Javaid 5,580 on at
    RE: Project vs a Case

    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
    RE: Project vs a Case

    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
    RE: Project vs a Case

    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
HR-09070029-0 Profile Picture

HR-09070029-0 2

#1
UllrSki Profile Picture

UllrSki 2

#3
ED-30091530-0 Profile Picture

ED-30091530-0 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans