Dynamics 365 Enterprise Video

The Case for Case Management

Tips and Tricks

Let’s face it.  All companies have ‘things’ (issues, problems and/or unusual, unique requirements) to deal with from time to time.  And sadly, they aren’t in just one or two places, they are absolutely everywhere.  There are issues related to customers, vendors, employees, products, services, sales orders, purchase orders, projects, and I could go on.  But the name of the game is always the same.  Be aware, address quickly, communicate effectively, identify and carryout the resolution as soon as possible and with as little labor as possible.  And then if applicable, find a way to ensure or limit the times or ways it can happen again.

Does your company manage these types of things in a consistent, visible way?  Is it in ways that allow you to gather, analyze, track, document, provide guidance for next steps and suggest previously proven resolutions for newly reported issues?  Do you have measures in place so that when a team member is away, another team member will pick up the ball?

Any ERP solution worth its weight in salt, should offer assistance in this area. So now, I have to tell you; Dynamics 365 Enterprise certainly does a good job of it.  And it does it in a very flexible way, allowing businesses to manage all the ‘things’ by creating repeatable, efficient processes that can continually be refined and utilized throughout all departments and for all operations.

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