- Lynne Harding
- Posts : 335
Join date : 2018-12-20
OMS API Question
Wed 12 Feb 2020 - 8:03
We are in the phase of implementing Microsoft Dynamics CRM to manage our sales function.
We will be receiving instructions via the CRM system and would like to avaoid double keying of data by passing these instructions directly into OMS. Ideally we would do this via an API. So the CRM would call the API and the API will create the new Client/Matter etc record set within OMS.
Does such an API exist?
We will be receiving instructions via the CRM system and would like to avaoid double keying of data by passing these instructions directly into OMS. Ideally we would do this via an API. So the CRM would call the API and the API will create the new Client/Matter etc record set within OMS.
Does such an API exist?
- Lynne Harding
- Posts : 335
Join date : 2018-12-20
Re: OMS API Question
Wed 12 Feb 2020 - 8:04
There are a number of different ways of facilitating this, probably best to discuss over the phone. Basically we have OMSImport/Export services and XML Schema for working with this, additionally you could have a stub using our business layer to incorporate and move things through.
I am interested to see how you are using Dynamics and what and how this information is being used and is it because of the brebaked templates for sales you are using this.
I am interested to see how you are using Dynamics and what and how this information is being used and is it because of the brebaked templates for sales you are using this.
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