Features

Template process for:

  • Uploading case forms to KTA
  • 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

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


Benefits

Provides a framework for KTA 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.


Resources

Inputs

KTA 7.8 Environment 

KTA 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 KTA or D365 CE


Additional Information

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

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


Required Software / Applications

KTA 7.8