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Mastering Microsoft Dynamics CRM 2016 by Deepesh Somani

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Scenario 4

Sarah is a customer service manager at Acme Ltd. Acme Ltd utilizes parent and child cases to categorize bigger customer issues and solve them faster. Sarah wishes to change the priority of the parent case so that if even one of the Child cases is set to Critical priority, then the Parent case should also be set to Critical priority.

The following steps illustrate how Sarah can easily configure an out-of-box workflow to achieve this requirement:

  1. Navigate to Settings | Process and click New Process. Fill the details as shown in the following screenshot and click OK:
  1. On the Create Workflow window, set Scope to Organization and select ...

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