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Connect time tracking tool with MS Dynamics CRM
Project duration: 2 months
Brief description
The customer plans to transfer the absence requests of its employees from a special time recording tool to its HR system and from there to the CRM sales system in which the sales representatives are scheduled.
Supplement
PTA creates a service in the standard HR software (MS Dynamics) that retrieves the current absence requests for the field employees via API. These are then created as absence requests in the HR system. From there, another service creates the bookings of the absences per employee in the CRM sales tool (MS Dynamics).
Subject description
The project transfers the absence requests from a standalone system to the HR system, which is connected to the CRM system. This allows employees to continue working with the entries in both systems. In the CRM system, the sales representatives are scheduled. In CRM, the new absence requests mean that employees who are certain to be unavailable are not scheduled in the first place.
Overview
- Branchen energy
- Fachaufgaben manpower requirements planning, order processing, time recording
- DV-Aufgaben standard software expansion
- Systemumgebungen standard software: CRM systems
- Vorgehensmodell Scrum
- Standardsoftware und BI Microsoft Dynamics CRM
Project period31.10.2022 - 16.12.2022
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