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ProCase - Case Management Platform

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ProCase is a Case Management solution framework that is based on Microsoft Dynamics CRM and SharePoint. The solution seamlessly integrates these products together to efficiently manage both structured case related attributes and unstructured document centric information. Using ProCase, organizations can deploy robust Case Management solutions through configuration as opposed to traditional custom software development. This not only speeds implementation, but lays foundation for a highly adaptable solution that can keep up with evolving business needs and requirements. Importantly, ProCase takes full advantage of the underlying features and functionality of Microsoft's powerful software.





Central Case Repository Master List/DispForm.aspx?ID=104Central Case Repository<div>Case information is maintained in a centralized system so that all applicable correspondence, emails, case notes, assessments and contacts can be accessed from a unified user interface. Users can see and contribute on a case to enhance collaboration and transparency. ProCase security model protects data at field level, ensuring that users see only the information they are authorized to see. Our framework takes advantage of the Dynamics 365 workflow foundation to automate processes to ensure that cases are handled consistently following established standards. Key information may also be accessed via mobile device and in both online/offline mode. </div>0
Integrated task management Master List/DispForm.aspx?ID=105Integrated task management<div>A tasking module allows ​automating work assignments, multiple levels of approval, notifications, alerts, document management and reporting. With unified access to both cases and tasks, supervisors can assign tasks rapidly and effectively based on informed knowledge of their teams’ workloads. Real-time notification, alerts and reporting keeps employees productive and responsive​​. The solution provides granular visibility of task progress so that bottlenecks can be identified and mitigated. </div>0
Configure business logic and rapidly deploy new use cases Master List/DispForm.aspx?ID=106Configure business logic and rapidly deploy new use cases<div>A configurable business rule model empowers business users to create and manage business rules with minimal involvement from IT staff. Integrates seamlessly with your existing IT assets and scales for enterprise-class performance​. Supports sophisticated, powerful rules that can capture your business workflow and your policies and procedures in all their dynamic complexity.</div>0
Provide effective case statistics and measurement reports Master List/DispForm.aspx?ID=107Provide effective case statistics and measurement reports<div>Customers can get visibility into work through comprehensive dashboards that show trends, assignments, time spent, and status. Additionally, Dynamics 365 ​capabilities paired with custom SQL Server reports services provide multiple views that allow insight into case data, ​​and other related details. Provides effective statistics, measurement management and improved reporting across programs. ​​</div>0

 Related Technologies



SQL Server Server
Dynamics 365 365
Office 365 365
Windows Azure Azure
Skype for Business for Business

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