Personally, I think a Case can be used for a variety situations. The workflow can be customized to behave differently for different Case Classes, etc. Creating a Case automatically from an Opportunity would need to be configured, either by a Business Event or a customization.

You can create using business event and import scenario there to create case.
Linkage can be done through attribute on case or custom field created from customization.
 

Hi @darylbowman , customization would make sense. I’m not super familiar with customization projects… I know the customizations are bases on different screens. Suppose I want to create an “opportunities cases” screen that shows a list of cases on what needs to be done after an opportunity has been closed as won, would I need to create this screen since it’s not something in acumatica already? And is creating screens like this done in customization projects also? 

That sounds more like a Generic Inquiry. I would create a new ‘Case Class’ for that purpose, and then build a simple GI that would only show Cases of that class. I don’t think you’d need to build any new screens per say.

HI @darylbowman, from my understanding the GI just shows a list of things you put in result grid; it does not "create" anything. The GI will show a list of “closed as won” opportunities, but we would like these opportunities to be closed and then get “recreated” as a case that shows the below fields and then let us go through a list of actions like “open,” “in progress,” and “close,” as we complete work and track internally.

Business account

Class ID

Subject

Detail total

activities

There’s a number of ways you could go about this. I do want to make it clear that I think what you’re asking could be accomplished out of the box, but maybe not quite in the way you’re envisioning it. If you have a clear vision of what you want and you think you’d like to go the customization route, I’m sure your VAR would be able to assist you, or feel free to connect with me on LinkedIn.