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NDIS Intake Forms Automation in Dynamics 365

NDIS Intake Forms Automation in Dynamics 365 allows organizations to streamline and automate their intake process, eliminating the need for manual data entry and reducing the possibility of errors. With Dynamics 365, forms can be customized to fit each organization’s unique needs and workflows, ensuring a seamless and efficient intake process. By automating this process, organizations can save time and resources while improving their data’s accuracy and completeness. If you’re looking to improve your intake process and streamline operations, NDIS Intake Forms Automation in Dynamics 365 is the solution you’ve been looking for.

Key Features of NDIS Intake Forms Automation in Dynamics 365

NDIS In-take Forms Automation in Dynamics 365 offers several key features:

 

  • Initial Enquiry form data gets saved in Dynamics 365 CRM. 
  • Submitted form gets uploaded to Dynamics 365 Documents tab (SharePoint) in PDF format. 
  • Attachments get uploaded to Dynamics 365 Documents tab (SharePoint). 
  • Sending auto emails with pre-filled form links. 
  • Sends confirmation to the applicant. 
  • Reminds internal staff about inquiry and other subsequent forms submission. 
  • Sends number of reminders to the applicant about information submission back to the NDIS Service Provider. 
  • Auto cancels applications if response not received within the configured time frame.