Case Management in Dynamics 365 Finance

Question

If we need a case management module, is it right to purchase the Dynamics 365 Customer service or Dynamics 365 Finance will do?

Answer 1

Based on the information provided in the context, Dynamics 365 Customer Service is the recommended solution for case management processes. Dynamics 365 Customer Service provides features such as logging cases, routing them to the appropriate teams or individuals, and tracking progress, leading to greater efficiency. Dynamics 365 Finance, on the other hand, does not have a specific module for case management.

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References:

• Case management in Dynamics 365 Finance and Operations Management documentation
• Help organizations manage and optimize their case to resolution processes with Dynamics 365