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Case Management in Finance & Operations

Posted on by 119

Hello All,

I would like to implement Case Management in D365 Finance and Operations module. Can anyone please help me out in this regards.

Regards,

Rahul

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Case Management in Finance & Operations

    Good Morning Rahul,

    Did you have a look at the MS documentation and were you able to get the case management up and running?

    Would be great if you could keep us updated in case any additional help is needed.

    Many thanks and best regards,

    Ludwig

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 287,989 Super User on at
    RE: Case Management in Finance & Operations

    Hi Rahul,

    You got a quite general answer as case management is very broad. Do you have specific questions, we can help you with? At least, I would recommend to read the documentation provided by Ludwig.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Case Management in Finance & Operations

    Hello Rahul,

    You can find some information on how to make use of this functionality on the MS docs sites.

    Please see: docs.microsoft.com/.../cases

    Best regards,

    Ludwig

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