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.
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:
- Open the Dimensions page.
- Select the Enable on CRM check box for the dimensions which are to be integrated to Applicant Tracking.
- 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 Area, and Center on Applicant Tracking Job Positions.
Note: Sparkrock consultants will provide assistance if you would like to synchronize additional dimensions.
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:
- Open the HR Representative page.
- For each HR Representative line, choose an employee from the available list under the Employee No.
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:
- Open the Web Services page.
- Click on New.
- 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|
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.
- Open the Control Add-ins page.
- 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.
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:
- 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.
|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:
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.