SD Case Manager App
for Microsoft Dynamics 365 Business Central by Simply DynamicsShop
SD Case Manager App 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.
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.
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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.
Pricing
SaaS Licence
€176.30 per month
Unlimited Users per licence
Unlimited Companies per licence
Minimum Term 6 months
Direct Debit or Prepaid
Trial Licence
30 Days Free Trial
Deploy via AppSource
Includes Demo setup data
Auto updates
For SaaS sites only
Deploy via AppSource
Includes Demo setup data
Auto updates
For SaaS sites only
Perpetual Licence
On Request
Dynamics Shop Product Enquiry
Why use Simply Dynamics SD Case Manager App?
D365 Business Central Case and Ticket Management
30 Day Free Trial Via Microsoft App Source
Monthly Rental SAAS Users only
Resources
Video
Introduction + Overview
Click to View
Version History
What do you get with SD Case Manager App?
Extension
- App file
- Prior to V15 we provide a FOB file
- App file can be installed direct from Microsoft App Source
- FOB’s may need partner assistance + Licence update
Updates
- Major Versions
- Every 6 months
- Major releases will receive an update within 21 days
- Minor releases only receive bug fixes if required
Guides
- PDF User Guide
- Online Video library
- Remote Training Option
- Remote Support Option
Installation
- Assisted Setup
- Template Config Package
- Install & Setup – guide 2 hours
- Training – guide 4 hours
Support
- Email Support
- Mon-Fri 09:00 to 17:30 GMT
- Bug fixes
- Feature requests considered for major release cycle
What do you need?
SUPPORTED EDITIONS
Essentials and Premium editions
SUPPORTED LANGUAGES
English and machine translation on request
SUPPORTED REGIONS
GB, IE, NA and other major regions
