Skip navigation

Merge, group, or queue cases

Merge, group, or queue cases: Microsoft Dynamics CRM Essential Training
Merge, group, or queue cases: Microsoft Dynamics CRM Essential Training

If there are multiple cases related to one customer question or issue, you can merge the cases or group them together. While viewing cases, select the cases you want to merge or group, then a) choose Merge Cases then choose the case that all other selected cases will be merged into; or b) choose Associate Child Cases to group the selected cases, then choose the case that will be the primary case and click Set.

Resume Transcript Auto-Scroll
Skill Level Beginner
3h 2m
Duration
143,155
Views
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

Start your free month on LinkedIn Learning, which now features 100% of Lynda.com courses. Develop in-demand skills with access to thousands of expert-led courses on business, tech and creative topics.

Start My Free Month