Managing Claims with Microsoft Dynamics

No Comments

Microsoft Dynamics ClaimsSometimes things go wrong with products. Sometimes things go wrong within the company. Managing claims of all kinds, health, broken items, etc. is essential for any major business. We want to go over what options Microsoft Dynamics has for such necessities.

The most obvious way Microsoft Dynamics CRM can handle claims is through the same way it handles sales. It can track each individual employee or customer down to the last detail. It can keep track of Becky in accounting who suffered a back injury due to a mishap with one of your construction contractors. It can also help your customer John, who got a faulty product which left him with a minor hand injury.

You can keep track of each one in the same way that you keep track of your products. Create a data set in local options and track all of your claims of a certain type with global Microsoft Dynamics options. This also has the useful side-effect of letting you see how many claims you are getting. No one likes to be caught unaware by an unexpected increase in claims due to faulty equipment or lazy workers. With this system you can see both coming ahead of time and prepare for these somewhat ugly circumstances.

This same system can also keep track of your claims with other companies. If you have been cheated by a vendor 3 years ago, Microsoft Dynamics can point this out to you and remind you to get even. The business game is very cut-throat at the top and you won’t continue to succeed by letting people take advantage of your company.

In the same way it lets you look at large data sets to find fraudulent claims against your company. Many businesses have been brought down by corruption, Microsoft Dynamics can protect you. On a related note it can also work as iMIS Software.

Microsoft Dynamics CRM also has a special feature that has little to do with accident or warranty claims. They have Claims-Based authentication for your servers. Why is such a thing useful? Many major companies work with others to share information and servers. If you do not have a claim on such information it can become a sticky or even dramatic situation.

With Claims-Based authentication there is a system for marking which data is yours no matter what network it on. This means that you can create a claim for data on an external server. Other businesses can also create claims for their data on your server. This allows you to settle arguments and problems before they can start.

Individual users are allowed to create their own sign-in that will work from company to company. This means that if you have consultants or contractors they can access their information from anywhere. This solves the age-old problem of making it to a business meeting in another state or country and having forgotten information.

While no one wants to look at the dark side of claims it is necessary to protect yourself, so do so thoroughly with large amounts of data.

Author: Walter McDaniel

Leave a Reply