Forms Enabled Case Management
Turning digital submissions into governed, end-to-end service delivery
Built for service delivery at scale
Forms are often where your services begin. They’re how requests are lodged, applications are submitted and information enters your organisation. What happens next has a direct impact on service quality, turnaround times and trust.
Forms Enabled Case Management connects digital submissions directly into governed case workflows on Microsoft platforms, with embedded AI assistance that guides users through complex forms in real time, helping you move from intake to resolution securely, consistently and at scale.
What Forms Enabled Case Management delivers for you
Your challenge
Forms must be accessible and user friendly, secure and accurate, while the information they capture needs to flow quickly into your service and case processes without creating additional workload or risk.
Our solution
Submissions are captured securely, cases are created automatically, and rules, routing and approvals are applied consistently within your existing operating model. An embedded AI agent provides real-time guidance to users as they complete forms, improving data quality and reducing abandonment before information enters your workflows.
The result
Your teams gain visibility and control across the entire case lifecycle, manual handling is reduced, turnaround times improve, and service delivery scales without compromising governance or trust, all within your Microsoft environment.
How Forms Enabled Case Management works
This solution brings together Microsoft Power Pages, Dynamics 365 and Microsoft Copilot Studio to create a connected, AI assisted service workflow.
Rather than treating forms, case systems and user support as separate components, we design them as a single capability.
Digital intake
Using Microsoft Power Pages and Microsoft Power Apps, we design secure, accessible digital forms that act as the structured entry point for services. Forms can be externally facing for the public and customers, or internal for staff and partners, with identity and access controls applied from the outset.
Case creation and workflow
Submissions are written directly into Dataverse and used to automatically create cases within Microsoft Dynamics 365. Business rules, approvals and routing are applied consistently using Microsoft Power Automate, reducing manual effort and ensuring information reaches the right teams.
Because submission quality is improved at the point of intake through AI assisted guidance, downstream case processing is faster and requires less manual correction or follow-up.
Visibility and insight
Case activity, volumes and performance are surfaced through Microsoft Power BI, giving operational teams and leaders clear visibility into service demand and outcomes.
How this solution supports your service...
- consistent intake across licensing, complaints and regulated service processes
- automatic case creation without manual re-entry or hand offs
- clear visibility and auditability across the full case lifecycle
- scalable service delivery as volumes and complexity increase
How this solution integrates with your Microsoft Environment
- alignment with Customer Service and Case Management systems
- governance, identity and access controls respected by design
- flexibility to evolve as policies, demand and operating models change
Proof and insight
See how organisations like yours are modernising service delivery using Microsoft Business Applications & AI Agents.
Ready to get started?
If forms-enabled case management is a critical part of how your organisation delivers services, we will ensure they operate with speed, trust and control.