Associating additional business entities to Cases
Cases are linked to business entities (such as customers, products, and vendors) within Dynamics AX through associations. When the cases are initially created, they are automatically linked with that entity so that you can always link back to them. As a case is processed though, more entities within Dynamics AX may be associated to it making it visible within other areas of the system.
Examples of this may be that a customer creates a complaint. Initially the Case will be associated with the customer. When the defective product is identified, then this should be associated with the Case. If it is decided that this was caused by a vendor shipment issue, then the Case should be associated with that as well. Now, when looking at the customer, product, or vendor, the user will be able to track back to all of the Cases associated with them.
In this recipe, we will show how easy it is to create additional associations from a Case to other records...