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Hello,
I need to sync information between D365 Human Resources and Project Service Automation. I need to sync the following data:
I analyzed the Common Data Model and I'm not able to find those entities.
1 - Does anyone know those entities?
2- How can I add a new Calendar + holidays directly in the Project Service Automation?
I really appreciate your help.
Best regards,
Ana Alves.
Those entities cannot be accessed in Customizations or in Advanced Find.
Calendar entity. docs.microsoft.com/.../calendar-entities.
Calendar types: docs.microsoft.com/.../types-calendars.
Calendars are related to calendarrule records, which include details about the duration, start and end times, and recurring patterns of events included in the calendar. Calendar rules defines free/busy times for a service and for resources or resource groups, such as working, non-working, vacation, and blocked.
docs.microsoft.com/.../calendarrule
On Work Hours it is possible to manually modify user's work hours by using either 'Time Off' feature or 'Work Schedule for one day' feature.
Time off calendar entity (msdyn_timeoffcalendar) should be ignored in PSA. It is used in Field Service only and in different context.
proMX have a third-party solution for holiday management in PSA in case you were interested. Please reach out to me and I can get you in touch with them.
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