Dynamics 365 for Finance & Operations Video

The Case for Case Management

Tips and Tricks

All companies have ‘things’ (issues, problems and/or unusual, unique requirements) to deal with from time to time.  The information needed isn’t usually 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. Dynamics 365  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.

Watch this short video then reach out to us for a full demonstration of Dynamics 365 for Finance and Operations. Phone 800-331-8382 or email info@cfbs-us.com.

Dynamics 365 for Finance and Operations is a touch screen enabled, do anything from anywhere, at anytime on almost any device; ERP and App package.  We are excited by the packages interoperability given to the ERP by the Common Data Model, Power Apps, and Flow.  And think you should be excited too.

Need a partner to help you navigate your AX or Dynamics 365 Enterprise system or want to learn more about how Dynamics can work for you:  We are a national organization serving an international base.  We are a Microsoft Gold Partner and would love to show you how we put our clients first since 2003. Please feel free to call or email us to discuss how we can help you today!