Summary
Within this chapter we have shown a number of the features that are available within Cases that you can use to help you to manage some incidents and requests. Using tools such as tasks, appointments, and standard processes for managing Cases will streamline your procedures. Also, using Knowledge Base articles and project collaboration workspaces will improve the management of information around the cases.
Once you have mastered the basics of how Cases can be used, you may want to try looking at some of the other capabilities that are enabled through the Case function within Dynamics AX. You may want to try:
Creating workflows that add alerts and more elaborate routings of tasks within the organization
Using questionnaires that are linked to the Case categories to gather more information as the Cases are being generated
Creating PowerView dashboards to track the status and frequency of cases within the organization
Cases give you a great tool for creating tracking events and issues within...
