UDS Systems Agency Logo

Case Management for Partners on Dynamics365 Portal

By UDS Systems

Client

Project Description

Our client owns a fleet of the most popular cargo vehicles in Germany. In 30 parking lots, it counts The client is a surgical cost management service provider in the USA. They needed to automate the case management process with their health plan partners to reduce the time and resources spent on the manual case validation process, eliminate data mistyping, mixed-up data, and information gaps, and provide partners with a guided step-by-step experience to gather necessary information faster. They also wanted convenient communication tools using Portal and Dynamics 365 capabilities.More details: https://uds.systems/cases/case-management-for-partners-on-dynamics-365-portal

Our client owns a fleet of the most popular cargo vehicles in Germany. In 30 parking lots, it counts The client is a surgical cost management service provider in the USA. They needed to automate the case management process with their health plan partners to reduce the time and resources spent on the manual case validation process, eliminate data mistyping, mixed-up data, and information gaps, and provide partners with a guided step-by-step experience to gather necessary information faster. They also wanted convenient communication tools using Portal and Dynamics 365 capabilities.More details: https://uds.systems/cases/case-management-for-partners-on-dynamics-365-portal

You might also like

Accounting Client Portal

The client, a prominent Accounting & Advisory firm with a global reach, sought to streamline their business processes by implementing a customer portal.The objective was to enhance their proposal and referral management, facilitate seamless invoicing, improve customer communication, and optimize document management.The proposed solution aims to achieve these goals and enable the company to operate more efficiently.More details: https://uds.systems/cases/accounting-client-portal

Asuntoyhtymä Group

The UDS team has enhanced the company’s Dynamics 365 capabilities. We’ve constructed custom CRM logic to oversee and manage the rental process.Furthermore, the UDS team developed a portal that integrates seamlessly with Dynamics 365. We’ve designed an intuitive and user-friendly website where clients can effortlessly register and choose objects for rental.

Car Fleet Management Portal Based on D365

Our client owns a fleet of the most popular cargo vehicles in Germany. In 30 parking lots, it counts more than 1000 vans, such as Mercedes-Benz Vito, Opel Vivaro, Renault Trafic, and others.All these vehicles are rented out to businesses for freight transportation daily. With a large fleet of cars and a small staff, the client wanted to simplify and speed up the core business processes. It was necessary to have a tool for helpful report generation, convenient analysis, and live data monitoring. Working with Microsoft Dynamics 365 Sales and Customer Service, the client sought to customize it for their needs and expand capabilities by developing additional modules. More details: https://uds.systems/cases/car-fleet-management-portal-based-on-d365

©2025 Refetrust. All rights reserved.