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1.  Cases (Dynamics AX 2012 R3)

SILVER CONTRIBUTOR
Posted 06-15-2017 08:11 AM
Hello All,

I'm looking for some help and advice from people who use Cases. I want to set up a case and assign it to someone from another department however, i'm not too sure on the best way to notify them. I tried the alert feature but for some reason it won't work. Is there a good way for AX to send a notification to the person I assign the case to, automatically as I close the case?

Thanks

Rob

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Rob Harriman
Eastwood
Pottstown PA
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2.  RE: Cases (Dynamics AX 2012 R3)

TOP CONTRIBUTOR
Posted 06-16-2017 01:26 AM
​Hello Rob,
In the OrganAdmin module there is a case workflow functionality available that incorporates all the info/notification functionalities of a workflow.
Probably try testing this feature if it helps.
Regarding the alerts:
They should actually work with the case management. What I see often is that the Batch process for processing the alert messages is either stopped or 'hangs'. Have you double check that? Can you actually create alerts for other business purposes; I mean does the alert functionality work in general in your environment?
Best regards,
Ludwig

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Ludwig Reinhard
SYCOR GROUP
Goettingen
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3.  RE: Cases (Dynamics AX 2012 R3)

SILVER CONTRIBUTOR
Posted 06-16-2017 08:26 AM
Hello Ludwig,

Thank you for your help. I need to familiarize myself with the workflows, if you have any suggestions or instructional videos you can point me to that would be great.
I have involved one of our developers with the alerts problem and it's hit and miss. I believe the batch process was part of the issue and does work in other environments etc. We'll figure that out.

Thanks

Rob


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Rob Harriman
Eastwood
Pottstown PA
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4.  RE: Cases (Dynamics AX 2012 R3)

TOP CONTRIBUTOR
Posted 06-17-2017 01:22 AM
​Hello Rob,
I found two videos that deal with case management and that might hopefully help
- https://organicax.com/2014/08/08/case-management/
- https://www.youtube.com/watch?v=2KuRuP9VR5Y
The focus of those videos is not primarily on workflows and if you want to find some additional material on workflows, probably check out the Dynamics channels on YouTube. There is a lot of stuff available there that can help you setting them up.
Best regards,
Ludwig

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Ludwig Reinhard
SYCOR GROUP
Goettingen
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5.  RE: Cases (Dynamics AX 2012 R3)

SILVER CONTRIBUTOR
Posted 06-19-2017 11:25 AM
Many Thanks Ludwig

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Rob Harriman
Eastwood
Pottstown PA
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