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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to create monthly ...
Microsoft Dynamics CRM (Archived)

How to create monthly cases for a account if its created for first case based on type of service

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Posted on by Community Member Microsoft Employee

Hi,

In case entity, there is field called "CASE Type". Based on type, we know about client and how many cases is going to be.

If type is 3 then I have to create 12 cases for client's service which we need to provide as monthly bases( from jan to dec).

every time I have to fill up all details for all cases.

Instead of doing this, there is any method to avoid repeated steps like creating a button if first case is created and know about its type.

This is possible using Javascript or Ribbon workbench.

Anyone can help me in this problem ?

Thanks,

Deepthi

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  • Suggested answer
    Dynamics_Alok Profile Picture
    Dynamics_Alok 1,746 on at
    RE: How to create monthly cases for a account if its created for first case based on type of service

    Yes Deepthi ,it is possible using Javascript .

    Using Ribbon workbench add a button on Case form .Make it disable by default.On selection of CASE Type make it enable.On click of button call javascript that creates cases based on Type and other related criteria.

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: How to create monthly cases for a account if its created for first case based on type of service

    Use Case Entitlements or Contracts, it lets you store max. no. of cases or no. of hours you want to support a client.

    www.microsoft.com/.../create-an-entitlement-to-define-the-support-terms-for-a-customer-customer-service.aspx

    www.microsoft.com/.../create-templates-for-contracts.aspx

    www.microsoft.com/.../create-or-edit-a-contract-customer-service.aspx

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