22_10_09 Case Management Service RFI

Request for information for the provision of a Case Management solution. The solution is required to work alongside the NHSBSA's Microsoft Dynamics 365 infrastructure to produce documents from data to: • Generate documents from templates; • Build the document generation into the smartflow to execute pre or post actions; • Enable storage of generated document in Dynamics/SharePoint; • Enable generation of documents in multiple formats. • perform mass mail merge and combine all merged documents into 1 docum...