Resource Planning - Integration - Microsoft Dynamics (On-Premise)

Classification

Data Types

  • People

  • Projects

Data Flow

  • Unidirectional; Microsoft Dynamics into Resource Planning only

Sync Frequency

  • Twice daily

Connection Requirements

  • Accessible IP address or URL

  • Set of read-only SQL credentials

  • Database name

Provided

  • Four Resource Planning outbound IP addresses will be provided during implementation and will need to be whitelisted

Commonly Used Fields and Tables

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

Resource 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

Resource 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

See Also

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