Integrated worker, job, and position

Note

Effective November 2020:

  • Common Data Service has been renamed to Microsoft Dataverse. For more information, see Power Automate Blog.
  • Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column. For more information, see Terminology updates.

This topic will be updated soon to reflect the latest terminology.

Worker data can be mastered in more than one Microsoft Dynamics 365 app. For example, Human resources (HR) data can be managed in Dynamics 365 Human Resources, Dynamics 365 Commerce, and Dynamics 365 Supply Chain Management. Regardless of where the data originates, it's integrated behind the scenes. The ability to integrate data about workers gives you the flexibility to master worker data in any Dynamics 365 app. It also provides a comprehensive view of the information in Dynamics 365 apps.

Human resources

The integration of HR data involves just mapping the HR data between Finance and Operations apps and model-driven apps in Dynamics 365.

Templates

HR data includes information about employees and contractors, positions, and jobs. A collection of entity maps works together during data interaction, as shown in the following table.

Finance and Operations apps Model-driven apps in Dynamics 365 Description
Compensation job function cdm_jobfunctions
Compensation job type cdm_jobtypes
Employment cdm_employments
Employment detail cdm_employments
Jobs cdm_jobs
Job detail cdm_jobs
Position details cdm_jobpositions
Position durations cdm_jobpositions
Position hierarchies cdm_jobpositions
Position type cdm_positiontypes
Position worker assignments cdm_positionworkerassignmentmaps
Worker cdm_workers In Dynamics 365 Finance and Supply Chain Management data, workers are classified as either employees or contractors. Common Data Service can also classify workers as volunteers. Volunteers will become contractors when the data is transformed back into Finance and Supply Chain Management.

Mapping tables

Mapping types

There are several different mapping types. The following table explains the symbols used in the template tables.

Symbol Description
> One-way
>> One-way, and data is transformed in the process.
= Bidirectional
>< Bidirectional, and data is transformed in the process.
<< One-way, and data is transformed in the process.

Filters

The source filter and reverse source filter determine which rows are synchronized.

Default values

If a synchronized field does not exist in either the Finance and Operations table or the other Dynamics 365 table, then a default value is assigned in the synchronized table. In some cases, the default value is an integer that is a lookup to an attribute value in the Common Data Model. For example, in the Contacts table of the Common Data Model, the default value of address1_addresstypecode is 3. In the Common Data Model, for address1AddressTypeCode the value of 3 is Primary address.

Compensation job function to cdm_jobfunctions

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations apps Map type Customer engagement apps Default value
JOBFUNCTIONID = cdm_name
DESCRIPTION = cdm_description

Compensation job type to cdm_jobtypes

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations apps Map type Customer engagement apps Default value
JOBTYPEID = cdm_name
DESCRIPTION = cdm_description
EXEMPTSTATUS >< cdm_exemptstatus

Employment to cdm_employments

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations apps Map type Customer engagement apps Default value
PERSONNELNUMBER = cdm_workerid.cdm_workernumber
LEGALENTITYID = cdm_companyid.cdm_companycode
WORKERTYPE >> cdm_workertype
EMPLOYMENTSTARTDATE = cdm_employmentstartdate
EMPLOYMENTENDDATE = cdm_employmentenddate

Employment detail to cdm_employments

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations apps Map type Customer engagement apps Default value
PERSONNELNUMBER = cdm_workerid.cdm_workernumber
LEGALENTITYID = cdm_companyid.cdm_companycode
ADJUSTEDWORKERSTARTDATE = cdm_adjustedworkerstartdate
EMPLOYERNOTICEAMOUNT = cdm_employernoticeamount
EMPLOYERUNITOFNOTICE = cdm_employerunitofnotice
EMPLOYMENTENDDATE = cdm_employmentenddate
EMPLOYMENTSTARTDATE = cdm_employmentstartdate
LASTDATEWORKED = cdm_lastdateworked
TRANSITIONDATE = cdm_transitiondate
EMPLOYMENTTYPE = cdm_workertype
VALIDFROM = cdm_validfrom
VALIDTO = cdm_validto
WORKERNOTICEAMOUNT = cdm_workernoticeamount
WORKERUNITOFNOTICE = cdm_workerunitofnotice

Jobs to cdm_jobs

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations apps Map type Customer engagement apps Default value
JOBID = cdm_name
MAXIMUMNUMBEROFPOSITIONS = cdm_maximumnumberofpositions
ALLOWUNLIMITEDPOSITIONS >< cdm_allowunlimitedpositions
DESCRIPTION = cdm_description
JOBDESCRIPTION = cdm_jobdescription
JOBTYPEID = cdm_jobtypeid.cdm_name
FUNCTIONID = cdm_jobfunctionid.cdm_name
EFFECTIVE = cdm_validfrom
EXPIRATION = cdm_validto
FULLTIMEEQUIVALENT = cdm_defaultfulltimeequivalent

Job detail to cdm_jobs

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations apps Map type Customer engagement apps Default value
JOBID = cdm_name
JOBTYPEID = cdm_jobtypeid.cdm_name
FUNCTIONID = cdm_jobfunctionid.cdm_name
VALIDFROM = cdm_validfrom
VALIDTO = cdm_validto
FULLTIMEEQUIVALENT = cdm_defaultfulltimeequivalent

Position details to cdm_jobpositions

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations apps Map type Customer engagement apps Default value
POSITIONID = cdm_jobpositionnumber
JOBID = cdm_jobid.cdm_name
DESCRIPTION = cdm_description
DEPARTMENTNUMBER = cdm_departmentid.cdm_departmentnumber
AVAILABLEFORASSIGNMENT = cdm_availableforassignment
VALIDFROM = cdm_validfrom
VALIDTO = cdm_validto
FULLTIMEEQUIVALENT = cdm_fulltimeequivalent
POSITIONTYPEID = cdm_positiontypeid.cdm_name

Position durations to cdm_jobpositions

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations apps Map type Customer engagement apps Default value
POSITIONID = cdm_jobpositionnumber
VALIDFROM = cdm_activation
VALIDTO = cdm_retirement

Position hierarchies to cdm_jobpositions

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations apps Map type Customer engagement apps Default value
POSITIONID = cdm_jobpositionnumber
PARENTPOSITIONID = cdm_parentjobpositionid.cdm_jobpositionnumber
HIERARCHYTYPENAME << none Line
VALIDFROM << cdm_validfrom
VALIDTO << cdm_validto

Position type to cdm_positiontypes

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations apps Map type Customer engagement apps Default value
POSITIONTYPEID = cdm_name
DESCRIPTION = cdm_description
CLASSIFICATION >< cdm_classification

Position worker assignments to cdm_positionworkerassignmentmaps

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations apps Map type Customer engagement apps Default value
PERSONNELNUMBER = cdm_workerid.cdm_workernumber
POSITIONID = cdm_jobpositionid.cdm_jobpositionnumber
VALIDFROM = cdm_validfrom
VALIDTO = cdm_validto

Worker to cdm_workers

This template synchronizes data between Finance and Operations apps and Common Data Service.

Finance and Operations apps Map type Customer engagement apps Default value
PERSONNELNUMBER = cdm_workernumber
FIRSTNAME = cdm_firstname
MIDDLENAME = cdm_middlename
LASTNAME = cdm_lastname
WORKERTYPE >> cdm_type
WORKERSTATUS >> cdm_status
PRIMARYCONTACTEMAIL = cdm_primaryemailaddress
PRIMARYCONTACTPHONE = cdm_primarytelephone
PRIMARYCONTACTFACEBOOK = cdm_facebookidentity
PRIMARYCONTACTTWITTER = cdm_twitteridentity
PRIMARYCONTACTLINKEDIN = cdm_linkedinidentity
PRIMARYCONTACTURL = cdm_websiteurl
GENDER >< cdm_gender
BIRTHDATE = cdm_birthdate
NAME >> cdm_fullname