Microsoft Dynamics On-Premise Integration Overview
Classification
Data Types
- People
- Projects
Data Flow
- Unidirectional; Microsoft Dynamics into Workforce Planning only
Sync Frequency
- Twice daily
Connection Requirements
- Accessible IP address or URL
- Set of read-only SQL credentials
- Database name
Provided
- Four Workforce Planning outbound IP addresses will be provided during implementation and will need to be whitelisted
Commonly Used Microsoft Dynamics Fields and Tables
Note
Your Microsoft Dynamics database may feature tables and fields with naming conventions altered slightly from what is listed below. This list is intended to be a baseline/template and the integration will be tailored to match your system exactly.
People
| Workforce Planning Field | Microsoft Dynamics Field | Microsoft Dynamics Table |
|---|---|---|
| First Name | NameFirst | W2EmpName |
| Last Name | NameLast | W2EmpName |
| Status (Active, Pending, or Inactive) | Status | Employee |
| Employee ID | EmpID | Employee |
| Phone | FullNumber | xCellPhones |
Projects
| Workforce Planning Field | Microsoft Dynamics Field | Microsoft Dynamics Table |
|---|---|---|
| Project Name | descriptions | PJPROJ |
| Status (Active, Pending, or Inactive) | job_status | PJPROJ |
| Project ID | job_no | PJPROJ |
| Address 1 | address_1 | PJADDR |
| Address 2 | address_2 | PJADDR |
| City | city | PJADDR |
| State | state | PJADDR |
| Zipcode | zip_code | PJADDR |
| Start Date | job_start_date | PJPROJ |
| Project Manager | project_manager | PJPROJ |
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