We will go back to the basics and see one of the basic features of case entity which is confusing at times to the beginners, Merged Case vs. Child Case. What are they? Why and when to use them?
What is Merged Case?
- When a case is merged, the state of the case is changed to cancelled, and the status is changed to merged. All of the open case activities, emails, and attachments that a case has are now associated with the case it is merged into.
- When you merge a case that has…
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• Microsoft Certified Professional in Microsoft Dynamics CRM (CRM 3.0 to CRM 2016), Microsoft SharePoint (2007 and 2013) and Microsoft .NET with 10+ years of experience.
• 10 years of working experience with Microsoft Dynamics CRM starting with CRM 3.0 to CRM 2016 on various project aspects: analysis, designing, developing, leading team etc.
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• Author of “Nishant Rana’s Weblog” (https://nishantrana.wordpress.com/), technical blog on Microsoft .NET technologies with more than 2.5 million hits and 800 followers. The blog is also recognized as one of the top 35 blogs on Microsoft Dynamics CRM.
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• Technical Reviewer of following books on Microsoft Dynamics CRM.
- 2018.12.10#Dyn365CEYou don’t have permission to access any of the organizations in the Microsoft Dynamics CRM Online region that you specified error in USD Client Application
- 2018.12.03#Dyn365CEMerged vs. Child Cases – Nishant Rana’s Weblog
- 2018.12.02#Dyn365CECrmRecordId and IsNew Output in CRM/CDS Destination Component – Nishant Rana’s Weblog
- 2018.12.01#Dyn365CE[D365 CE Online] Debug Async Plug-in using “Persist to Entity” profiler option – Nishant Rana’s Weblog