locked
Merge Cases in SP1 not available RRS feed

  • Question

  • SP1 was supposed to provide the ability to merge cases.  I have a completely new deployment, and when I select 2 cases, the Merge option is not available.  What am I missing?  Do I have to add using the Ribbon Workbench?

    Ken Compter

    Monday, September 22, 2014 5:35 PM

Answers

  • Navigate to the Administration page, you will see Install Product Updates as a selection in the lower right corner.  Be advised, that if you enable the Service Management module, you cannot go back.  I suggest trying in development first.

    Ken


    Ken Compter

    Wednesday, November 19, 2014 3:53 PM

All replies

  • Not really

    if you install CRM 2013 with rollup 1 , 2 and SP1, you just need to select at least 2 cases

    http://dynamicday.wordpress.com/2014/09/11/merge-similar-cases-and-create-and-manage-parent-and-child-cases/

    its available for the cases entity (but you won't see until you select at least 2 rows)

    however if you use the ribbon workbench tool, you will see the merge button is also available for other entities. just not sure if enabling it would work for other entities


    I Hope I could help. If I have answered please mark as 'Answer'. If was just helpful, please vote. Thanks and happy coding! Bruno Lucas, http://dynamicday.wordpress.com/


    • Edited by SH_2017 Monday, September 22, 2014 9:15 PM
    • Proposed as answer by Jithesh Karumampatty Kalam Monday, September 22, 2014 9:28 PM
    • Unproposed as answer by kcompter Tuesday, September 23, 2014 3:35 PM
    Monday, September 22, 2014 9:12 PM
  • I know how to merge cases, the issue is the Merge Cases command is not available on the Command Line, and not in More Commands.  Where is it?

    Ken Compter

    Tuesday, September 23, 2014 3:34 PM
  • First, check your CRM version to make sure the SP1 is completely installed

    Can you check the version number? it should display 6.1.0000.0581 twice (sometimes something goes wrong and bombs the database and you may see two different version numbers)

    Do you have the ribbon workbench installed? (if not get it here http://www.develop1.net/public/page/Ribbon-Workbench-for-Dynamics-CRM-2011.aspx)

    if you open any entity, you should see the merge button there like this:

    if it is not there, something is wrong with your installation

    if the version numbers are correct and the button is not even hidden, you can also check the installation logs.  if it looks all normal, raise a ticket with Microsoft or try to install again


    I Hope I could help. If I have answered please mark as 'Answer'. If was just helpful, please vote. Thanks and happy coding! Bruno Lucas, http://dynamicday.wordpress.com/

    Tuesday, September 23, 2014 11:22 PM
  • The issue was I never enabled the features from the Administration page.  Everything is now working.  thanks for the help.

    Ken Compter

    Friday, September 26, 2014 6:17 PM
  • Hi kcompter,

    I am dealing with the same thing. Could you please let me know how to enable the features from Administration page.

    Thanks

    Wednesday, November 19, 2014 3:46 PM
  • Navigate to the Administration page, you will see Install Product Updates as a selection in the lower right corner.  Be advised, that if you enable the Service Management module, you cannot go back.  I suggest trying in development first.

    Ken


    Ken Compter

    Wednesday, November 19, 2014 3:53 PM