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Invoicing service cases in Microsoft Dynamics 2011.

I am new to Dynamics and was wondering if it is possible to automatically create invoices for service cases that have been marked as resolved. This way, as techs close out of service cases, the billing department can see which companies need to be invoiced for work that was done each month. Is this possible to do and automate with a workflow? If so, how do I do this?

Thank you

Feridun Kadir

Yes you will need to use workflow to do this. The workflow will be based on the case entity and you will need to use the when status changes trigger. Then in the workflow the first thing is to test the actual status of the case so that you only create invoices where the case is resolved. Then the next step is to create a new record of type invoice.

Is that enough information to get you started?

OAC Technology

ASKER

Thanks. I'm not sure I'm looking in the right place to create automatic workflows. How do I create an automatic Workflow in Dynamics 2011?

ASKER CERTIFIED SOLUTION

Feridun Kadir

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OAC Technology

ASKER

I believe I have the workflow figured out and the conditions set properly, but I can't get the workflow to trigger automatically. I have set the workflow to trigger on status change of a case and the conditions set to create an invoice on this change, but when I resolve a case no invoice is created.

Feridun Kadir

Did you publish the workflow?

And what scope did you set?

Also, check that the Microsoft CRM Asynchronous service is running.

Sometimes, workflows can take a minute to kick in.

OAC Technology

ASKER

Thanks, I needed to set the scope to Organization. I'll continue working on this and let you know if I run into any roadblocks.