Supply chain | Supply Chain Management, Commerce

Case Management to assist tracking

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Posted on by PC

Case Management to assist tracking of tasks such as activities to onboard vendors, or information relating to credit & collections. ideal scenario the AP team can create a task in system for someone in the organisation to do something and they get an email notification that they have a task assigned. Has anyone used or seen this functionality used anywhere before?

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Siv Sagar 3,746 Super User 2025 Season 1 on at

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RE: Case Management to assist tracking

Hi,

This can be done through MS CRM integration

Regards

Siv Sagar
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Charlotte X on at

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RE: Case Management to assist tracking

Hi Poonam,

You can refer to this blog:

(+) All about case status, case processes and case workflow in Dynamics 365 for Finance & Operations - Microsoft Dynamics AX Community