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TotalAgility - Microsoft Dynamics 365 (D365 CE) Connector

TotalAgility - Microsoft Dynamics 365 (D365 CE) Connector Overview

Template processes for adding cases into Microsoft Dynamics 365 Customer Engagement (D365 CE). This can be easily built upon for added functionality

Features

Template process for:

  • Uploading case forms to TotalAgility
  • Transforming, classifying, and extracting info from case forms
  • Validation for extracted info
  • Data preparation to send to Microsoft D365 CE
  • Packaged API calls for sending info into Microsoft D365 CE

 

Benefits

Provides a framework for TotalAgility to push/pull data to/from Microsoft D365 CE in a reusable and standardized format. The design specifies interface conventions and provides template processes that will need to be configured by the developer to suit the business tasks to be performed.

Technical Details

Inputs

TotalAgility 7.8 Environment

TotalAgility Connector Package 

Microsoft D365 CE - Sales Enterprise or Sales Pro (admin access)

Azure Active Directory (admin access)

 

Outputs

Two way communication and invocation of work in either TotalAgility or D365 CE

Geographic Availability
Global

Additional Information

Please contact adam.sawyers@tungstenautomation.com for more information.

Tags: Microsoft, MSFT, Dynamics 365 Customer Engagement, Dynamics 365 CE, D365CE, D365 CE

 

PLEASE NOTE: Tungsten Labs is independent of Tungsten Automation and this listing is not officially supported or maintained.

Required Software / Applications

None

Additional Solutions From Tungsten Labs

Created By

Products

TotalAgility

Industry

Financial Services

compatibility

TotalAgility 7.8

Business Process

General / Other

Last Updated

March 26, 2024

Consulting Required

No

Support Available

Yes

Pricing

Free