Case categories (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Sales and marketing > Setup > Cases > Case categories.
-or-
Click Organization administration > Setup > Cases > Case categories.
Use this form to create case categories where you can group similar cases and store information about knowledge articles that are related to cases.
When you create a new case category, you can group the category with similar categories. For example, you can store the new case category under General or Sales in the tree on the left side of the form.
Task that uses this form
Create case processes and categories
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
|---|---|
General |
Add or view general information about the case category. |
Activities |
Add or view activity information that is specific to the case category. |
Buttons
Button |
Description |
|---|---|
Responsibilities |
Open the Responsibilities form. |
Related knowledge articles |
Open the Related knowledge articles form to associate a knowledge article with the case category. |
Fields
Field |
Description |
|---|---|
Department |
View or select the department that the case should be assigned to. |
Service level agreement |
View the default service level agreement that defines the timeframe in which a case should be closed. |
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).