is now LinkedIn Learning!

To access courses again, please join LinkedIn Learning

All the same content you know and love

Plus, personalized course recommendations tailored just for you

All the same access to your Lynda learning history and certifications

Try LinkedIn Learning for free
Questions? Visit our help center.
Skip navigation
Merge cases: Microsoft Dynamics CRM: Customer Service
Merge cases: Microsoft Dynamics CRM: Customer Service

Use merge to combine up to ten cases that should be a single case: for example, the same problem reported by different contacts, or two cases that require a common resolution. Display the list of cases and choose the cases to be merged. Click the Merge cases button then select the case that all other selected cases will be merged into. Confirm the merge. The other cases will be canceled, but their details will remain available within the parent case.

Resume Transcript Auto-Scroll
Skill Level Beginner
2h 18m
Show More Show Less

Continue Assessment

You started this assessment previously and didn't complete it. You can pick up where you left off, or start over.

Start My Free Month

Watch this course on LinkedIn Learning, which now features 100% of courses. Develop in-demand skills with access to thousands of expert-led courses on business, tech and creative topics.

Start My Free Month

You are now leaving and will be automatically redirected to LinkedIn Learning to access your learning content.