AvePoint: CRM Integration
- AvePoint uses Microsoft Dynamics CRM to manage key account (entity) information for prospective accounts and opportunities. During key events of an opportunity record, secondary activities need to occur with downstream systems (e.g. Project Online, Kanban, Project Collaboration sites, etc.). These events and system changes are needed for project delivery collaboration, reporting and tracking purposes. AvePoint tasked Ying Wu College of Computing Capstone students to develop a web service interface along with a rule based engine that was capable of executing business processes and secondary system events in an automated manner.