Defining the standard processes for Case management

Cases will typically have their own process or life cycle that you will want them to follow as a standard business procedure. Each type of case may be different though. Dynamics AX allows you do this with Case processes, which define all of the standard steps that are required to be performed. Through the Case processes you can also have tasks and appointments created automatically at particular steps in the process so that you don't have to manually create them. These template processes can then be associated with one or more Case categories.

In this recipe, we will show how you can use the Case processes feature to turn a generic case into a specialized process that you want users to follow.

How to do it...

To create a new Case process and use it within Cases, follow these steps:

1. From the Organization administration area page, open up the Case processes form from the Cases folder in the Setup group.

2. Click on the New button in the menu bar...