Forum Discussion
Legal Case Management System
Hi standenman,
There're many ways to fit your requirements in M365. Regarding the tools, what you need to check first is how you'll interact with the different individuals, ( all M365 users, different companies with different environments, ecc... ).
F.E: You may prefer use Outlook for tasks, but if you're all M365 users, Planner will provide you more control and also Outlook notifications. PowerAutomate in my case is my preferred solution.
Let me suggest to take this official MS course... It's free and will not take much time, but will provide you many ideas, scenarios and case management skills:
https://learn.microsoft.com/en-us/training/modules/managing-cases-with-dynamics-365/
On the other hand, I found this external post that could also be very interesting for your scenario:
https://m-hance.com/resources/how-power-automate-can-improve-case-management/
Hi standenman,
There're many ways to fit your requirements in M365. Regarding the tools, what you need to check first is how you'll interact with the different individuals, ( all M365 users, different companies with different environments, ecc... ).
F.E: You may prefer use Outlook for tasks, but if you're all M365 users, Planner will provide you more control and also Outlook notifications. PowerAutomate in my case is my preferred solution.
Let me suggest to take this official MS course... It's free and will not take much time, but will provide you many ideas, scenarios and case management skills:
https://learn.microsoft.com/en-us/training/modules/managing-cases-with-dynamics-365/
On the other hand, I found this external post that could also be very interesting for your scenario:
https://m-hance.com/resources/how-power-automate-can-improve-case-management/