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Extending Microsoft Dynamics AX 2012 Cookbook by Murray Fife

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Defining the standard processes for Case management

Cases will typically have their own process or life cycle that you will want them to follow as a standard business procedure. Each type of case may be different though. Dynamics AX allows you do this with Case processes, which define all of the standard steps that are required to be performed. Through the Case processes you can also have tasks and appointments created automatically at particular steps in the process so that you don't have to manually create them. These template processes can then be associated with one or more Case categories.

In this recipe, we will show how you can use the Case processes feature to turn a generic case into a specialized process that you want users to follow. ...

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