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Description
Custodian oversees and safeguards your case and email data in Microsoft 365 by enhancing SharePoint's functionality to facilitate efficient case management. It offers secure and user-friendly tools for managing cases directly within Microsoft 365, which are conveniently accessible through Microsoft Outlook. Users have the ability to utilize SharePoint sites and lists for the storage of case-related content. Each case type can be easily and consistently structured with metadata, workflows, and policies. Additionally, it allows the creation of case templates tailored for various case types, providing essential frameworks for new cases. The flexibility of these templates, combined with the straightforward provisioning of cases and the capacity to display case documents in Outlook via a robust client, empowers organizations to adopt custodian for seamless SharePoint case management that users find intuitive and beneficial. This streamlined approach not only enhances productivity but also fosters a culture of effective case handling within the organization.
Description
Effortlessly transmit case details from Microsoft Dynamics CRM (on-premises) and Dynamics 365 (CRM Online) to Azure DevOps Server, previously known as Microsoft’s Team Foundation Server or TFS 2013-2019. A typical use case involves escalating bugs or issues that necessitate developer intervention to resolve. Users can search within TFS, associate cases with existing work items, or directly "send cases" to TFS, resulting in the automatic creation of new work items. After the development team finalizes their tasks, CRM cases are updated to reflect important TFS work item information, along with notifications for CRM updates. It's important to note that not every case pertains to a bug; some require escalation for development solutions. You can also establish two-way links between cases and TFS work items. Additionally, new TFS work items can be automatically generated based on specific case field values and assigned to the appropriate projects. This integration supports all templates and various work item types, ensuring comprehensive functionality across the board. By streamlining this communication, teams can enhance their efficiency and responsiveness to issues that arise.
API Access
Has API
API Access
Has API
Integrations
AscentialTest
Gemini Testing
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Pester
PitchBook
Qualitia
Revenera SCA
Integrations
AscentialTest
Gemini Testing
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Pester
PitchBook
Qualitia
Revenera SCA
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$100 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Repstor
Founded
2012
Country
Ireland
Website
www.repstor.com/products/custodian/
Vendor Details
Company Name
Quantum Whisper
Founded
2006
Country
Canada
Website
www.quantumwhisper.com
Product Features
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
Product Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services