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Microsoft Dynamics 365

SD Case Manager

for Microsoft Dynamics 365 Business Central by Simply Dynamics

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.

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.

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

€159 per month
Minimum 6 month term
Unlimited Users per licence
Unlimited Companies per licence
Contact Sales

Trial

Free 30 Days
Only available for SAAS
Includes Demo setup data
Pre V15 may require services
Start Trial

Perpetual

€4,635 Once off
Includes 16% Assurance yr1
Unlimited Users per licence
Unlimited Companies per licence
Enquire Now

Why use Simply Dynamics Case Manager?

D365 Business Central Case and Ticket Management

30 Day Free Trial Via Microsoft App Source

Monthly Rental SAAS Users only

Media

Video

Introduction + Overview
Click to View

User Guide

SD Case Manager User Guide
Download User Guide

Version History

SD Case Manager Version History
Download Version History

What do you get with Simply Dynamics Case Manager?

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 REGIONS

GB, IE, NA and other major regions

SUPPORTED LANGUAGES

English and machine translation on request

SUPPORTED EXTENSIONS

Dynamics365 BC V15 or later

SUPPORTED C/AL

Dynamics NAV 2016 or later