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Applicant Tracking Integration

This document describes how to configure your Workforce solution to enable the integration to Applicant Tracking. The integration allows Applicant Tracking to integrate Positions with their appropriate dimensions (Programs, Program Areas, and Centres) in CRM.

Our Workforce Manage solution is based on Dynamics NAV and our Applicant Tracking solution is based on Dynamics 365 (CRM). Configuring these solutions to exchange data requires several configuration steps.

Dimensions

You can configure which dimensions will be integrated to Applicant Tracking and then from that list, choose which dimensions are mapped to the three predefined CRM dimensions: Program, Center, and Program Area.

To complete the dimensions setup:

  1. Open the Dimensions page.
  2. Select the Enable on CRM check box for the dimensions which are to be integrated to Applicant Tracking.
  3. For each of the three Dimensions you have chosen, please choose a value in the CRM Dimension column for the respective dimension. You can map only one dimension value to a particular CRM Dimension value.

When correctly configured, the dimensions will flow to CRM and populate the Program, Program Aea, and Center on Applicant Tracking Job Positions. 

Note: Sparkrock consultants will provide assistance if you would like to synchronize additional dimensions.

HR Representative

The relation between the HR Representative and the employee record is needed so that the appropriate HR Representative user can be linked when the position is created in CRM. This guides security and process in Applicant Tracking.

To link the HR Representatives to HR Employees:

  1. Open the HR Representative page.
  2. For each HR Representative line, choose an employee from the available list under the Employee No.

Web Services

Integration between the two applications depends on SOAP Web Services. You can run a report that automatically loads the required web services or go through a number of manual steps.

To automatically load the web services, you can run either the EWA Load Standard Page Setup or you can run Load CRM Web Services on the Integration Setup.

To manually add the web services needed:

  1. Open the Web Services page.
  2. Click on New.
  3. Add the following objects one by one to the web services list. Make sure that the Published check box is selected for each entry.
Object Type Object ID Object Name Service Name Published
Page 23032856 HR Request Header CRM WS HRRequestHeaderCRMWS Yes
Page 23032857 HR Request Header CRM WS HRRequestLineCRMWS Yes
Page 23032858 Employees CRM WS EmployeesCRMWS Yes
Page 23032859 Employees Qual. CRM WS EmployeesQualCRMWS Yes
Page 23032860 HR Applicant CRM WS HRApplicantCRMWS Yes
Page 23032863 Qualification CRM WS QualificationCRMWS Yes

 

Add-ins

To enable the integration, you will need to store and register certain dynamic-link libraries (DLLs). We recommend that these actions are performed by an experienced technical resource or by the Sparkrock IT Team.

Store the Add-ins

If you are doing the configuration yourself, please ask the Sparkrock IT Team to provide you with a package containing the DLLs.

Store the package on the service tier for the application in the following folder: \Program Files\Microsoft Dynamics NAV\90\Service\Add-ins\XRM

Note: The DLLs are the CRM SDK that can be downloaded from Microsoft.

Register the Add-ins

Once the DLLs are stored, they also need to be registered. The registration can take place automatically by running the EWA Load Standard Page Setup or Load CRM Web Services on the Integration Setup, or manually as per below.

  1. Open the Control Add-ins page.
  2. Click New to add the following two records.
     
Add-in Name Public Key Token Category Description
Microsoft.Xrm.Sdk 31bf3856ad364e35 DotNet Interoperability Microsoft XRM SDK
Microsoft.Xrm.Sdk.Client.OrganizationServiceProxy 31bf3856ad364e35 DotNet Interoperability Microsoft XRM SDK Client OrganizationServiceProxy

After the two new lines have been added to Control Add-ins, the NAV instance needs to be restarted.

Integration Setup

This section describes how to configure the connection between Applicant Tracking and Manage Workforce. This step can be done at any point during the configuration process.

To complete the integration setup, add information to the CRM Integration fast tab:

  1. Open the Integration Setup page and expand the CRM Integration fast tab.

The following table includes the information required for each field on the fast tab.

Field Description
CRM Service URL The link to your Applicant Tracking solution.
CRM User Name The user name to log in to your Applicant Tracking solution. The user name should be a service account in CRM with a System Administrator security role.
CRM Has Password

This field is automatically checked if a password has been previously entered.

New CRM Password

This is the field where you need to enter the password for the user specified in the CRM User Name. Once entered the password will be encrypted.

CRM Integration Enabled

Toggles the integration on or off. Integration can be turned off if CRM is not being used.

From the navigation pane of this page you can perform two additional actions:

  1. Run Load CRM Web Services. The system will create the web services and the add-ins needed for the integration.
  2. When all your data is configured, and the integration enabled, you are ready to synchronize the initial data between the two applications, you can run Sync CRM Integration.

Data Migration

The Sync CRM Integration report is used as an initial load of data. It runs through all records that are integrated and syncs with the CRM setup. The report can be run from the navigation pane on the Integration Setup.

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