SD Case Manager App for D365 Business Central

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.
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.

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Overview – Video

Pricing

SaaS

€262.80 per month
Unlimited Users per licence
Unlimited Companies per licence
Minimum Term 6 months
Direct Debit or Prepaid

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Trial Licence

30 Days Free Trial
Deploy via AppSource
Includes Demo setup data
Auto updates
For SaaS sites only

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Perpetual

9,460.80 Each
Includes 19% Assurance Year 1
Unlimited Users per licence
Unlimited Companies per licence
Includes Default Setup Data

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The SD Case Manager App for Microsoft Dynamics 365 Business Central has been a game changer for us. It has enabled our teams to log, track, and manage cases in a much more structured and efficient way — ensuring full traceability, better communication, and faster resolution times across all departments. The seamless integration with Business Central and the flexibility of the app made implementation straightforward. The ability to customise the case categories to suit our business needs has been particularly valuable. Simply Dynamics have been a trusted partner throughout, providing excellent support and real insight into how to get the best from the solution. We now have greater visibility and control over our case management processes, allowing us to continue delivering a reliable, compliant, and customer-focused service to our clients across Ireland.

Deborah Johnson

Project Consultant, EMP - Exempt Medicinal Products