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The one with the Dataverse Integration

I've been working lately with my favorite Landlord, a.k.a. Laurynas Merkelis | LinkedIn, on a secret mission. Is the first time we work on a project together and even when is recent, I'm already facing lessons learned. So I tried to summarize them and create an article from most of them, the first lesson is The one with the Dataverse Integration.

Let's go through the process - that you can also find in the official MS Documentation - but I wanted to do it by myself and learn.

What we are doing is to turn on the integration between Dataverse and D365HR, because is turned off by default. Let's follow the steps.

Dataverse integration

Go to D365 HR Dashboard and select System Administrator, once you are there select links, scroll down till you find Dataverse integration.

Enable integration as shown below.

Sync tables between D365HR and Dataverse

On the same page that we were in the last picture, we select the entity from the dropdown and select Sync now. I chose cdm_worker.

Reference guide:

- Dataverse table: no explanation needed, I hope.

- Dataverse table reference: identifier of the record in Dataverse.

- Human Resources entity name: entity last synced data to Dataverse.

- Human Resources reference: value associated with the record in D365HR.

- Deleted from Dataverse: no explanation needed, right?

Possible issues

Things might no work correctly, but luckily there's a way to sort things out. If you sync entities and you are facing issues, make sure you complete this process.

In the Microsoft Dataverse integration page, we need to Clear tracking information, and this will remove the association between Dataverse and D365HR.

I cleared tracking information from cdm_worker entity, and you can see at the top that 489 records are now deleted.

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