Extend Talent by using Power Apps and Microsoft Power Automate - Example scenarios

This topic describes some examples of extensibility scenarios for Microsoft Dynamics 365 Talent that use Microsoft Power Apps and Microsoft Power Automate. You can import the solution package that is associated with each example into your Power Apps environment. You can then use the packages either as guidance or as starting points to implement scenarios that are applicable to your organization.

Important

If you want to use the templates and app that are described in this topic "as is," be sure to test them to make sure that they cover all the scenarios that are specific to your implementation.

Prerequisites

  • To import packages, users must have the Environment Maker permission.
  • To export or import apps, users must have a Power Apps Plan 2 license or a Power Apps Plan 2 trial license.

Power Automate – Form Connect

The Power Automate – Form Connect template can be used to read data from Microsoft Forms and store it in a Common Data Service entity.

This template can be extended so that it can be used for other scenarios. Here are some examples:

  • Capture candidate assessments.
  • Capture results from course questionnaires.
  • Compile a library of interview questions for Human resources (HR) administrators.
  • Capture a candidate's evaluation of the interview process

In Microsoft Dynamics 365: Attract, forms can appear in Candidate portal, and candidates can fill in details. Forms can also be embedded as activities in a job template.

When a candidate submits a form, Microsoft Power Automate captures the form submission, reads the data, and stores it in the Common Data Service entity.

To download the Power Automate – Form Connect template and Custom Entity Structure, go to Power Automate – Form Connect on the Microsoft Download Center.

Initiate and Extract Parameters Passed to Power Apps

The Initiate and Extract Parameters Passed to Power Apps template can be used as a starting point for any Power Apps scenario that is specific to Attract. It includes all the default parameters that are passed by Attract, such as Job Application, Candidate ID, and JobID.

This template can be used to retrieve a candidate assessment form, so that a hiring manager can view the assessment that a candidate filled in.

Apps that are created by using Power Apps can be embedded into the job template in Attract.

To download the Initiate and Extract Parameters Passed to Power Apps template and Custom Entity Structure, go to Initiate and Extract Parameters Passed to Power Apps on the Microsoft Download Center.

Integration with Office 365

The Integration with Office 365 app can be used to extract team information for signed-in users from Microsoft Office 365. It references workers in Talent to extract clock-in and clock-out details and exception recordings. Clock-in and Clock-out details are stored in custom Common Data Service entities. The assumption is that these details are filled in from third-party systems via integration.

This app can be extended so that it can be used for other scenarios. For example, it can be used to show team vacation information, calendar events, and any team-specific events.

To download the Integration with Office 365 app and Custome Entity Structure, go to Integration with Office 365 on the Microsoft Download Center.

Power Automate – Email Notification

The Power Automate – Email Notification template can be used for email notification scenarios. It can be used to trigger notification emails to candidates that the hiring team rejects during any stage of the recruiting process.

This template can be extended to track changes to the candidate stage throughout the recruiting process, and to send notifications to the hiring team and candidate.

In general, for entities that are stored in Common Data Service, flows can be set up to send notifications for events that occur in Core HR, Attract, or Onboard.

To download the Power Automate – Email Notification template, go to Power Automate – Email Notification on the Microsoft Download Center.

Power Automate – SQL Connect and execute

The Power Automate – SQL Connect and execute template connects to Microsoft SQL Server and enables SQL queries to be run.

Although this template is designed to read and update SQL tables, it can be extended so that it can be used for other scenarios. For example, it can be used to fill a staging table in Common Data Service with records from SQL Server, and to periodically synchronize the staging table by using an incremental push from SQL Server.

To download the Power Automate – SQL Connect and execute template, go to Power Automate – SQL Connect and execute on the Microsoft Download Center.

Power Automate – SharePoint Integration

The Power Automate – SharePoint Integration template can be used to read data from a Microsoft SharePoint list, compare the list with field values for any Common Data Service entity, and send the results of the comparison as a notification email.

An organization might have a set of skills that it urgently requires. These skills can be stored in SharePoint as a SharePoint list. When a candidate applies for any job that a set of required skills is listed for, if there is a significant match between the candidate's skill and the skills that are stored in SharePoint, a notification email is sent. In this way, positions that are urgently required are filled faster, because the notifications help recruiters reach out and cross-hire candidates throughout the organization.

This template can be extended so that it can be used for any scenario that involves SharePoint integration.

To download the Power Automate – SharePoint Integration template, go to Power Automate – SharePoint Integration on the Microsoft Download Center.

Referral App

You can use the Referral App to add candidates to a shared talent pool. The referrer can enter Firstname, Lastname, Email, and Linkedln URL when submitting a candidate. The candidate source metadata is then populated with the referrer’s information.

You can embed this app in Employee self-service (ESS) for submitting referrals, or you can be use it as a hyperlink in the Corporate Portal and run as a stand-alone app.

To download Referral App, go to Dynamics 365 Talent extensibility solution: Referral App on the Microsoft Download Center. You can import this app and customize it to add additional functionality.

Additional resources

The Microsoft Power Platform

Migrate app between tenants and environments