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Microsoft Dynamics AX (Archived)

Can we use Case Management as a Help Desk/Ticketing system for employees?

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We are considering upgrading to AX 2012 R3. One thing that intrigued us was the Case Management feature, but documentation on it is scarce. The documentation I have found does not address (so far as I could tell) how we wish to use it.

 

We'd like to use it as a ticketing system for the Help Desk. Employees would be able to enter a problem (Outlook died, this report isn't working, I need X form modified, etc) and then the IT team would resolve the problems (generally, of course, carbon-based errors!).

 

Does this seem feasible? One wrinkle is that some employees do not login to AX - they will just be using the time-clock piece with a hand-held scanner to clock in and out of their shift and production jobs. These users do have access to email and the internet. So can users submit tickets via an email address? I am pretty sure based on the documentation that I've seen that they can sumbit them via a browser if we enable that piece.

 

Thanks.

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  • Suggested answer
    Bashir Ahmad Profile Picture
    5,248 on at

    i think yes you can use case management in Microsoft Dynamics AX and in Enterprise Portal for Microsoft Dynamics AX to record, update, track, follow up on, and close issues that are raised by your customers, vendors, or workers, or that are created through your audit processes. By planning, tracking, and analyzing cases, you can develop efficient resolutions that can be used for similar issues.

  • Suggested answer
    Sohaib Cheema Profile Picture
    49,438 User Group Leader on at

    Don’t think to go with EP, just for small functionality , unless company is being owned by a very rich person.

    In general and as per system, you can create case for any party. Employees or workers are linked to persons and finally linked with party in AX. So logically and practically Cases can be created against employees.

    But if you want to see List of cases related to an employee, such as you can see list of cases related to a Sales Order or Cases related to a customer, by standing at Customer List Page, you need to do minor customization on Worker List page. You can ignore this point as well, as you can filter cases by filtering with Worker name from following path

    //Home/Common/Cases/All cases

    Also Cases are aviable on EP home page, so let users create Cases from EP (if you can afford extra users license)

    Else you can think to expose it as webservice and suing pages such as ASP.Net C#, let users request you cases. In this way, you can expose business logic by using credentials of one userId only and you can save money of license. Fix login Context in WebService and no need to take it from user.

    All you need to take care in this case, that user must provide his EmployeeId/PersonnelNumber at time of Data Entry so you can enter that employeeId  with record, to identify who is requester.

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