Ventoo Case Management is a configurable case-management framework for Microsoft Dynamics 365 Business Central. The app models a flexible hierarchy of scope schemas, scopes, engagements, cases, and activities, and ties them to parties, processes, freely defined attributes, and full billing with sales and purchase invoices and case ledger entries.
At a glance
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Flexible hierarchy – Scope Schema → Scope → Engagement → Case → Activity, each level with its own parties, attributes, and billing rules.
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Configurable naming – Every entity name (Case, Engagement, Scope, Party) can be customized per language; the app ships the translations through a separate translation app.
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Attribute system (EAV) – Arbitrary user-defined fields per entity, with a resolution chain, process-step permissions, and required-field enforcement.
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Billing engine – Four billing types (Time & Materials, Fixed Price, Milestone, Retainer) with invoice consolidation, purchase invoices for external work, and case ledger entries as an audit trail.
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Role-based visibility – Capabilities per role, materialized per-user case visibility, and four delivered permission sets.
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Planning, role center, and reports – A configurable planning matrix, a role center with cues and charts, and six Excel reports.
In this section
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Description |
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Installation, guided initial setup, and the core concepts of the app. |
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Set up number series, naming, roles, processes, attributes, scope schemas, billing profiles, and security. |
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Run cases, manage parties, track time, bill, plan, and report. |
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Table and field reference, enumerations, permissions, data protection, and troubleshooting. |
Related information
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Microsoft AppSource (publisher: Ventoo) – obtain and install the app.
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Ventoo – publisher website.