A company implements Dynamics 365 Finance.
The company wants to utilize Case management to track project issues and risks and associate them to the projects.
Project managers will be responsible for managing the new cases.
You need to configure the system.
What should you do?
Click on the arrows to vote for the correct answer
A. B. C. D.D.
In order to track project issues and risks and associate them to the projects in Dynamics 365 Finance, the system needs to be configured using Case management.
Option A: Create case category security roles named Issue and Risk and assign them to the Project managers duty.
This option suggests creating case category security roles named Issue and Risk and then assigning them to the Project managers duty. However, this alone would not enable the tracking of project issues and risks and their association with the projects. Case category security roles are used to restrict access to certain cases based on security roles, but they do not provide the necessary structure for case management.
Option B: Create case activities for Issue and Risk
This option suggests creating case activities for Issue and Risk. However, this would not enable the tracking of project issues and risks and their association with the projects. Case activities are used to track the tasks and actions associated with a case, but they do not provide the necessary structure for case management.
Option C: Create parent case categories named Issue and Risk
This option suggests creating parent case categories named Issue and Risk. This would provide the necessary structure for case management, as parent case categories can be used to group cases together under a common category. However, it does not address the requirement to associate the cases with specific projects.
Option D: Create case subcategories named Issue and Risk.
This option suggests creating case subcategories named Issue and Risk. This is the correct option, as it provides the necessary structure for case management and allows the cases to be associated with specific projects. Case subcategories can be used to categorize cases under a specific parent case category, and can be associated with specific projects. By creating case subcategories named Issue and Risk, project managers will be able to manage the new cases and associate them with specific projects.
Therefore, the correct option is D: Create case subcategories named Issue and Risk.