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Auto Case Creation and Management

Our innovative Auto Case Creation and Management solution acts as an accelerator on Dynamics 365, enabling businesses to automatically create cases by parsing and processing emails. By leveraging automation and advanced parsing logic, this solution transforms email content into actionable cases in your CRM, eliminating manual efforts, reducing response times, and enhancing overall efficiency.

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Customer Support Teams

Automatically create cases from customer queries sent via email, ensuring faster issue resolution.

IT Helpdesk Management

Parse IT support requests and assign tickets to relevant teams automatically.

Field Service Operations

Generate field service cases from service requests or maintenance issues received via email.

E-Commerce Complaints Handling

Capture customer grievances, order disputes, or returns requests efficiently.

Key Features

Email Parsing Processor

Case Management Acceleration

Workflow Automation

Customizable Logic

Integration with Dynamics 365

Modules:

  • Dynamics 365 Business Central
  • Dynamics 365 Finance
  • Dynamics 365 Supply Chain Management
  • Dynamics 365 Sales
  • Dynamics 365 Customer Service
  • Dynamics 365 Field Service
  • Dynamics 365 Project Operations
  • Dynamics 365 Marketing
  • Dynamics 365 Human Resources
  • Dynamics 365 Commerce
  • Dynamics 365 Fraud Protection

100% Quality

Email Parsing with Intelligent Processors

  • Automated Email Retrieval: Our system retrieves emails from configured inboxes using predefined intervals (e.g., every 5 minutes).
  • Parsing Logic: The solution utilizes a parsing processor that scans email content and extracts relevant details such as: Subject, Body text, Attachments, Key-value pairs (e.g., “Customer ID: 12345” or “Issue: Payment Failure”)
  • Pattern Matching: Parsing is powered by regular expressions and delimiters (e.g., //, :, ,) to accurately extract structured data.

Dynamic Field Mapping

  • Extracted data is mapped to specific fields within Dynamics 365 (e.g., customer name, case description, priority).
  • Missing or ambiguous data triggers notifications or rules to ensure accuracy.

Case Creation in Dynamics 365

  • Once parsed, the data is fed into Dynamics 365, automatically creating a new case in the system.
  • Cases are enriched with details such as: Customer information, Case category, Priority level, Attachments or screenshots.

Automated Workflow Triggers

  • After case creation, workflows or Power Automate flows are triggered to assign the case to the appropriate team or individual.
  • SLA timers and notifications are activated for timely resolution.

Continuous Monitoring and Reporting

  • The system monitors email parsing logs for errors and provides real-time reports on case creation metrics.
  • Any parsing failures are flagged for manual review, ensuring 100% data reliability.
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Our Auto Case Creation and Management Services

Dashboard Development

Design and deploy intuitive dashboards tailored to your business needs.

Data Integration

Connect QuickSight to multiple data sources, ensuring a unified view of your data.

Machine Learning Integration

Enhance analytics with ML-powered features like anomaly detection and predictive forecasting.

Embedded Analytics

Seamlessly integrate QuickSight into your applications for enhanced user experiences.

Training and Support

Provide hands-on training to your teams and offer ongoing support for QuickSight adoption.

Explore Our Services

Increased Efficiency

Eliminate manual case creation efforts, saving time and reducing human error.

Faster Response Times

Automate the initial case logging process to begin resolution immediately.

Improved Accuracy

Use parsing logic to capture precise customer details and requirements.

Enhanced Customer Satisfaction

Reduce delays and ensure prompt responses to customer issues.

Why Partner with Us?

Tailored Parsing Rules

Customize email parsing logic to fit your unique business needs.

Seamless Integration

Fully compatible with Dynamics 365 Customer Service and other Microsoft tools.

Proven Expertise

Built by experienced professionals with deep knowledge of CRM workflows.

Ongoing Support

Receive continuous updates and maintenance to keep your solution running smoothly.

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Ready to Automate Your Case Creation Process?

Empower your customer service and support teams with automated email parsing and case management. Contact us to learn how our accelerator can enhance your Dynamics 365 capabilities.

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