CREATING CASES

It's helpful to keep in mind that cases are just the term that Dynamics CRM uses to describe customer service events that come through a variety of channels and need to be resolved.

Create a case from an orderMost of the time, you'll be creating a case attached to a specific order.

Choose SALES >> ORDERS from the sitemap.

Select a specific order.

Once you're looking at the applicable order, click once on the downward arrow to the right of the order title. You'll see a number of sitemap options.

Choose Cases:

Cases from Orders

From the Case Associated View, choose ADD NEW CASE.

Fill in the information as indicated, and hit Save.