Dynamics 365 for Talent

Talent to Finance and Operations Integration

Neelima GudavalliMo Alawa

What is covered today..

1

Talent Architecture –Brief Overview

2

Demo

3

Talent –Integration Patterns

4

Data Integrator Overview

5

Data Integrator Concepts

6

Talent to Finance and Operation Integration –Business Scenarios

7

Demo

8

Exception Handling

9

Common Errors

Talent Architecture

Modular Talent Apps Client HR Core Application Module

Common Data Service for Apps

?Forms Runtime

Foundation Services

Data Access Layer

Business Database

Domain Services (Attract/Onboard/Learn/...)

App services (UserDirectory, Flighting, Sync)

HR Core App Server

Modular Talent Apps Services

Demo

• Talent Experience Apps – CDS data flow

• Talent HR Core – CDS data flow

Connectors andGateways

PowerApps

Office 365

Dynamics 365 for Talent

Power BI

Common DataService

Pro dev extensibility

Microsoft FlowExperience

AppsHR Core

1

2

Dayforce Payroll Integration 3

Finance And Operations

Talent – Integration Patterns

1.Microsoft hybrid integration platform offers variety of connectors. Examples include SAP, Workday. Custom connectors can be built through Pro dev extensibility approach

Through this extensibility you can access proprietary data sources, it can do a lot more to enable integration of pro dev code

2.OOB Template + OOB

Connector is available to integrate CDS to Finance and Operations

3. Dayforce integration is based on DMF export frameworkDayforce will produce a GL transaction file and place it in a blob storage account specified in the Dayforce Configuration

DMF4

Data Integrator - Overview

Key Feature

➢ Customizable Projects➢ Transformation of Data➢ Monitoring and Exception Handling➢ Integrate custom entities➢ OOB Integration Templates and Customizable templates➢ Move templates across tenant (Coming soon!!)

Data Integration Platform & its constituents

Templates

(Mappings)

Connection Set

(Connections)

Projects Execution

OOB Templates Custom Templates

Data Integration Platform & its constituents

Project

• Set of mappings along with Connections (Executable)

• Contains one or more entity mappings (Task per entity)

• Projects are visible to user who created it.

• Project can be saved as Template

Data Integration Platform & its constituents

Template

• Mappings shipped by Microsoft (not-executable)

• Each template can contain mappings for one or more entities

• Projects can be created using templates

• Mapping can be changed at Project level and can be stored as Templates.

• Templates visibility

• User

• Org/Tenant

• Market place – Future!

Data Integration Platform & its constituents

Integration Key

• Entities in Dynamics 365 CE come with a GUID as primary Key and don't have a natural key.

• External systems identify records based on a natural key and not with GUID’s.

• Integration key is a natural key defined on an entity that is used to uniquely identify a record across systems

• Integration keys are defined on the connection sets

• Once an Integration key is defined on an entity:

• For export this key is used to perform lookup and replace GUID with natural key

A subsidiary of a large utility company uses the Data Integrator to implements Talent to Fin-Ops integration to sync standard and custom entities of Talent to enable Payroll and Time tracking systems set up in Fin-Ops

A large service provider company is using the Data Integrator to sync Worker entity to set up Minimaster in Finance and Operations to manage Expense reimbursement for workers

Org Structure Worker

Org Structure Worker

Addresses

Compensation job functions

Worker Postal Adderss

Employments

PositionsDepartments

PositionsOperating

Unit

D365 Talent

Employments

D365 Ops (AX)

Custom entity

Talent to Finance and Operation Integration Customer Scenarios

Job Functions

Job Types

Compensation Job types

A large energy services provider company is using the Data Integrator to sync Worker ,Organizational hierarchy to set up Minimaster in Finance and Operations to manage Purchase order workflow. This is true for most of workflow set up in F&O. Flow needs to identify Manager for approval.

Position Worker Assignments

Position Worker Assignments

Entities Set up for Integration

• Job Functions• Departments• Job types• Jobs• Job Positions• Position Types• Workers• Employments• Position worker assignments• Worker Addresses

Demo

• Setting up Integration using template

• Adding task to integrate additional entities

Handling Exceptions

Handling Exceptions

Common Errors with DI Setup

Project Has mapping Errors

Correction

Check and Set up integration key and then refresh entities in project

When the OOB templated is used, the integration keys will be automatically imported, the above issue may occur when new tasks added to the existing template

Enhanced User Interface (Preview)

1. Manage entire integration from one portal - No need to switch between portals2. Filter and search projects3. View historical records (more than 100 executions)4. Create connections on the fly (no switch to maker portal)5. Move template across tenants6. Version templates