Process an Application with ebs
You can initiate the application process in ebs, which is submitted to Dynamics 365, then converted to an enrolment in ebs: central and Dynamics 365.
Process flow illustration
The following diagram illustrates the interaction between ebs and Dynamics 365 for an application initiated in ebs.
To process an application with ebs:
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Create the learner application in ebs.
The application is submitted to Dynamics 365 by the relevant workflow hook.
The application is received by Dynamics 365, initiating a verification process to establish whether a pre-existing record is stored.
Where no record exists a learner and application record is created. An application is created for an existing learner record.
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Select Students from the Customer section of the left-hand menu to view the relevant record in Dynamics 365.
The Contact screen is displayed.
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Open the relevant learner record using the Learner Search in ebs: central.
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Click the Enquires and Applications tab.
The Enquiries and Applications module is displayed.
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Convert the relevant application to an enrolment.
Refer to Convert Applications to Enrolments for further information.
The relevant workflow hook submits the enrolment to Dynamics 365.
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Select Enrolments from the Customer section of the left-hand menu to view the relevant enrolment in Dynamics 365.
The relevant workflow hook will submit further data to Dynamics 365 in the event of an update to the learner's record or application.