PowerAutomate: CRM Events

  • Hutton-Mckenzie, Angus (PI)

Project: Consultancy

Project Details

Description

Internal Project funded by HEIF (EBD). Implementation of MS Power Automate to handle automated data migration from the Employer-Facing system Handshake, to the UH Cloud CRM environment (Dynamics 365). The project virtually eliminates human intervention, allowing daily migration of new data for three contexts; Jobs, Events, Interventions (finished events). This project improves sustainability by reducing energy consumption.

Layman's description

Using an Microsoft cloud tool to move data from a 3rd party server application (Handshake) to the University's Customer Relationship Management (CRM) environment. The project virtually eliminates human intervention, allowing daily migration of new data for three contexts; Jobs, Events, Interventions (finished events). This project improves sustainability by reducing energy consumption.
Short titleCRM Events
StatusFinished
Effective start/end date1/08/2226/10/22

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