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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