Creating Case categories
All cases are assigned to a Case category within Dynamics AX, and separated by a category group which defines where within Dynamics AX the cases can be accessed from. These are the mechanisms that determine what processes the Case follows, allowing you to use the same functionality for different purposes, which is why Cases are such a useful feature within Dynamics AX.
In this recipe, we will show how you can create a Case category within Dynamics AX so that we can start creating Cases.
How to do it...
To create a new Case category, follow these steps:
From the Organization administration area page, open up the Case categories form from the
Casesfolder in the Setup group:.jpg)
Click on the New menu, and navigate to the Case category option to create a new base category for our New Product Request cases.
When the New Record form is shown, set the Case category and Description both to
Requests, and set the Category type toGeneral. The General Category type is visible to all...
