Add own entity to case management in D365

Case managment is a generic cross module solution where you can log cases with or without a defined process and keep a information. A case can be related to a number of various entities in the solution.

There are 9 case categories where you can group processes:

·         General

·         Sales

·         Purchase

·         Service

·         Project

·         Production

·         Collections

·         Audit

·         Human Resources

You also have 22 entities you can associate the case with:

·         Lead

·         Opportunity

·         Customer

·         Vendor

·         Prospect

·         Project

·         Sales order

·         Purchase order

·         Worker

·         Service order

·         Item

·         Customer transaction

·         Expence report

·         Expence report line

·         Venrod invoice

·         Vendor invoice line

·         Purchase order line

·         Returned order

·         Case

·         Product

·         BOM/Formula

·         Route

Both categories and entities can be extended.

Working with manufacturing companies we quickly came in to a lack of entities that our customers often wanted to associate a case with. Mainly Production orders and tracking data like serial and batch numbers. We also added a lot of other entities to our standard expansion solution to our customers.

How to extend the entities?

Step 1:

Extend Enum CaseEntityType

Lets name Enum Extension as CaseEntityType.Ext

Step 2:

Add element to CaseEntityType.Ext

Step 3:

Make a class that implements CaseAssociation

Step 4:  Create relations from the case association table (CaseAssociation) to the new entity tables
Set the parameter “UseDefaultRoleNames” to “Yes”.

Step 5: Create Extension of CaseDetail form, add entity table as datasource and set following parameters

Step 6: Add fieldGroup CaseMoreInformation in the entity table

Step 7: Create a Form as shown below

Step 8: Create DisplayMenuItem for above form

Step 9: Add formContainerControl in the CaseDetail extension and set following properties

Step 10: Make an eventHandlerClass, go to CaseDetail form copy postEventHandler of showMoreInformation method and paste that in eventHandler Class.

Step 11: add below code to postEventHandler of showMoreInformation Method

Step 12: Add Case Create MenuItem

Step 13: Add CaseDetail MenuItem

For Ax2012 : https://dyntips.com/2015/06/19/adding-your-own-entities-to-case-managment/