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Microsoft Power Platform Connector

CCH product Team it would be good to see a CCH Connector in to Microsoft Power Platform i.e. Microsoft Power Automate or Microsoft Power BI or even Microsoft Power Virtual Agent that would allow Microsoft to connect CCH Central.

For example several client onboarding tasks should be able to be completed by using a flow from Microsoft Dynamics in to CCH Central.

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Gurpreet Lall shared this idea  ·   ·  Report…  ·  Admin →
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  • AdminMatthew Routledge (Admin, CCH Software) commented  ·   ·  Report

    Power BI can be connected to CCH Central to allow for bespoke reporting needs. If this is of interest then please speak to your account manager. We will consider this broader requirement for a Microsoft Power Connector in our cloud suite, CCH iFirm

  • AdminMatthew Routledge (Admin, CCH Software) commented  ·   ·  Report

    We have integrated CCH Central with Power BI and can support with any reporting needs associated. Speak to your Account Manager if you would like to know more. We will investigate the capability to support this broader requirement with our cloud suite - CCH iFirm

    (Edited by admin)