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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

Project periodProjektzeitraum31.10.2022 - 16.12.2022

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Dr. Andreas Schneider

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