Navigate to Cases in the left menu:
The view will be set to My Active Cases by default (unless changed).
Go into the view dropdown and scroll down to Resolved Cases. This view will include all resolved cases in Dynamics 365. You will need to add filters to narrow down the list.
Once within the Resolved Cases view, go to Edit Filters:
Click Add> Add row
Under field, select Product:
In the Operator field, select Begins with
Type your business unit prefix, for e.g. CMP
Add a date range using the field 'Deactivated On'.
Click Add> add row
Within Field, select Deactivated On
In the Operator field, you are able to set a date range. For e.g. Any cases 'Deactivated' (resolved) in the last month, last weeks, last days etc.
Select date range & Apply
This will return all cases that are Resolved and with a product beginning with your business unit prefix, in the date range you've selected.
Note - You must complete the Product field within the case for the case to appear in the view:
We will now save our changes. Click into the view dropdown, select Save as new view:
Type a name for your new view and Save
Your new view can now be found in the view dropdown:
When you need to export the resolved cases, go to the three dots on the top right and Export to Excel.
Note - You can create multiple resolved case views for different date ranges. Start by selecting one of your created resolved case views, tweak the 'Deactivated On' date range and save as new view.
