Add details to a case [AX 2012]

Updated: November 8, 2010

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

After you create a case, you can add activities, dependent cases, associations, case log information, documents, and responsibilities to the case. You can add these details when you first create the case or you can add them later as needed.

  1. Click Home > Common > Cases > All cases.

  2. Double-click the case that you want to update.

  3. Select the tab that corresponds to the information that you want to add to the case.

    Use the following information to complete this task:

    • Case log tab – Click Add to create a new case log information line and enter the appropriate information. Click Details to open the Source type form to view source types for lead and opportunity records.

    • Associations tab – Click Add to create a new line and add information about an entity that is associated with the case that you are currently working on.

    • Knowledge article tab – Click Add to add knowledge article information to the case. Click Details to open the Knowledge article form.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).