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

SD Case Manager some 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.
  • Chart, Visualise and Report on issue by category by period.
  • Control and structure your communications for each step of the process.

SD Case Manager some Use Case options

  • HELP DESK:
    • Handle and manage internal or external Help Desk requests.
  • COMPLAINTS:
    • Handle, manage and communicate 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.

 

microsoft-certified

Why use SD Case Manager?


Create a highly flexible and user-definable case workflow tailored to your existing processes

Assign, escalate, categorise, and track case actions and resolutions. Create templates to log information and attach template files for recurring case actions.

Track the cost of a case. Link a case action to any table record. Log an interaction for a case action.

Rapid deployment with no impact on existing setup

Certified for Microsoft Dynamics NAV

Learn more about SD Case Manager

Overview Video

Version Release History PDF

http://www.dynamicsshop.com/SD-CASE-Version/

Product Factsheet PDF

http://www.dynamicsshop.com/SD-CASE-Factsheet/

What do you get with SD Case Manager?

LICENCE

Up-to-date Microsoft Dynamics NAV license

OBJECTS

Add-on Object file (FOB)

GUIDE

Installation, set up and full use user guide

TRAINING

Online video tutorial and help files

USERS

Unlimited users based on your Dynamics NAV license

ASSURANCE

First year software assurance including all updates

SETUP

Rapid start default setup and configuration file

OPTION 1

Remote installation and setup via TeamViewer

OPTION 2

Remote training via TeamViewer

OPTION 3

Remote managed hours user support

What do you need?

VERSION

Dynamics NAV 2016 or later (Dynamics 365 coming soon)

ASSURANCE

Microsoft Active software assurance (to add new features to your license)

REGION

W1. Available in English as standard (machine translation available on request)

EDITION

Works with Start and Extended Packs and also Perpetual and SaaS licenses

PURCHASING

Either customer source ordering PIN or current Dynamics partner details needed to process order

Price

PERPETUAL

€4,635
Once off
Includes first year software assurance

SAAS

€159
Per month
Includes software assurance

DYNAMICS 365

Coming soon

ASSURANCE

16% per annum
after first year for perpetual licenses

SERVICES

€150
per hour
Remote installation and training

Request A Quotation


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