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SD Case Manager

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.
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Why use SD Case Manager?

D365 Business Central
Case and Ticket Management

30 Day Free Trial
Via Microsoft App Source

Monthly Rental
SAAS Users only

Media

What do you get with SD 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 Support Option
Remote Training 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

Price

SAAS

€159 per month
Minimum 6 month term
Unlimited Users per licence
Unlimited Companies per licence
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Trial

Free 30 Days
Only available for SAAS
Includes Demo setup data
Pre V15 may require services
Get in touch

Perpetual

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