Streamline Ad Hoc Business Processes Using Case Management in Dynamics 365 F&O (AX) for Finance and Supply Chain Management

  • Monday, October 10, 2022:4:15 PM - 5:15 PM
  • Room: Osceola 4 - Convention Center, Level 2
  • Session Number:  389


D365 offers functionality to configure custom, activity-based processes to handle ad-hoc scenarios that cannot be satisfied with other modules. Users can expect to walk away with an understanding of the highly configurable setup of Case Management. Additionally, attendees will develop an understanding of how a business can leverage case functionality. Finally, users will experience a demonstration of case usage in the distribution industry, with a focus on customer return management.

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Learning Objectives

Have an understanding of the basic building blocks of cases: Case Categories, Case Activities and Case Processes.
Experience an end-to-end demonstration of the lifecycle of a case in D365.
Understand potential use-cases to leverage the Case Management module.


Kevin Gallagher
Senior Consultant
Logan Consulting