AI Support Case Management

Revolutionize Your D365 F&SCM Support Process with AI-Powered Case Management.

Enhance your support experience with AI Support Case Management, an innovative solution built on standard Case Management module in Microsoft Dynamics 365 Finance and Supply Chain Management. Designed to streamline case creation, automate task assignments, and minimize resolving time, our AI-powered system optimizes your support operations like never before.

Key Features & Benefits:

✅ One-Click Case Creation

Raise issues directly from documents or workflows with a single click. A dedicated button in the "Options" tab and the right-click context menu enables seamless case generation, pre-filled with relevant system details. Automatically captured information includes the module and menu item from which the case was created. In some cases, the type and number of the document, as well as the specific field that triggered the issue, will also be recorded. Additionally, if the system generates an Infolog error message, it will be copied into the created case automatically.

✅ AI-Powered Assistance with Copilot

Let Microsoft Copilot AI handle user inquiries efficiently. Within less than 30 seconds, Copilot analyzes the issue using not only Microsoft documentation but also your own internal documentation, including instructions and descriptions of custom functionalities. This allows Copilot to assist even with non-standard features developed specifically for your organization. Furthermore, every response provided by a technical support specialist is added to the Copilot knowledge base, eliminating the need for repeated answers to the same questions. Over time, Copilot continuously improves, ensuring precise and up-to-date responses.

✅ Smart Consultant Assignment

Reduce manual effort with automated support agent selection. Based on predefined rules, cases are intelligently assigned to the right consultant, ensuring a faster and more accurate response to user queries. By eliminating human error in the assignment process, the reaction time becomes maximally efficient and swift.

✅ Streamlined Communication & Faster Resolutions

Minimize back-and-forth interactions between users and support teams. Cases are automatically enriched with key system details such as error messages, module names, menu items, and related documents, allowing support teams to resolve issues faster with minimal user input.

✅ Cost & Time Efficiency

Optimize your support operations and reduce manual workload. AI-powered root cause analysis helps prevent recurring issues, while automated processes free up valuable resources for high-priority tasks.

• 40% issued resolved automatically by Copilot AI
• 50% faster resolution through automated case creation and data sharing
• 30% cost savings by reducing time of users and support team