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Our Blog — Case Management

Linking Knowledgebase Articles To Help Resolve Customer Complaints

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

There are no silver bullets when it comes to solving cases like customer complaints, but everyone usually has a library of common solutions that have worked in the past that they rely on as the first line of defense.  Dynamics AX allows you to save away these documents as Knowledgebase Articles, and then link them …

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Use Cases to Track Customer Issues and Complaints

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

With the 2012 release of Dynamics AX, a new feature called “Cases” was introduced that allows you to create case files for just about anything that you care about within the business.  This is not just a logging system though, you can attach files to the cases, record activities against the case, and also create …

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