SD Case Manager for Microsoft Dynamics 365 Business Central offers a highly flexible means of logging, tracking, escalating and alerting issues as cases.  Allowing individual configurable case queues, user-definable case workflows, template case actions and case escalation rules.  Notify both internal and external parties on case progress and actions needed or taken.

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Complaints & Non Conformities Management in D365 BC

SD Case Manager Key Features

Create individual streams or queues for each type of case.
Define steps or actions to workflow a case to resolution/close.
Automate escalation rules and processes to highlight due/overdue actions.
Create and link internal and external users to be notified on case progress.
Add Priority rules to your cases and case queues.
Visualise and Report on issues by category by period.
Control and structure your communications for each step of the process.
Create Email Templates with variable placeholder data to facilitate effective communication.
Monitor email inboxes to log and update cases.

SD Case Manager Use Case Examples

HELP DESK Log and manage internal or external Help Desk requests
COMPLAINTS Log, manage customer complaints from logging to resolution
QUALITY Non-conformance – Use a structured process to log and manage both internal and external NCR reports and build in alerts and actions for your Quality and Management team.
PROCESS IMPROVEMENT From idea to realisation log, workflow, alert and communicate the tasks and events needed to bring change into effect.

Supported Editions

This app supports both the Essential and Premium edition of Microsoft Dynamics 365 Business Central.

Supported Countries

Australia, Austria, Belgium, Canada, Denmark, France, Germany, Iceland, Ireland, Netherlands, New Zealand, Norway, Portugal, South Africa, Spain, Sweden, Switzerland, Turkey, United Arab Emirates, United Kingdom, United States.

Supported Languages

English (Available as Auto-translated languages)

SD Case Manager

by Simply Dynamics Ltd