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Finance | Project Operations, Human Resources, ...
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Integration to a certain legal entity

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Posted on by 375

I followed Microsoft doc for integration from Human Resources to Fin&Ops using the link below:

https://docs.microsoft.com/en-us/dynamics365/human-resources/hr-admin-integration-finance

As I understand, if we choose organization for Dynamics 365 for Operations as USMF, data will only be integrated from USMF in HR to USMF in Fin&Ops, however, it seems like data from other legal entities will also be pushed to Fin&ops during Project running.

pastedimage1590141710148v1.png

Is there anyway to restrict the integration to only certain legal entities? 

What about all those integrations that have been pushed into FinOps, is there anyway to revert/delete them from the system?

Thank you 

Lolly

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  • André Arnaud de Calavon Profile Picture
    300,088 Super User 2025 Season 2 on at
    RE: Integration to a certain legal entity

    Hi Lolly,

    Can you define what data is synced in addition?  Note that many tables are company independent. They are global. E.g. the workers, positions, jobs and more are global.

  • Suggested answer
    Alice Bossen Profile Picture
    on at
    RE: Integration to a certain legal entity

    Hi Lolly,

    Thank you for posting this question. 

    Choosing a FinOps company does not filter anything by default. If the entity is a multi-company entity and you only want one company, then you'd need to apply a filter on the advanced filter for that entity.

     pastedimage1590575224220v1.png

    pastedimage1590575233655v2.png 

    Please also have a look at this Integration FAQ.

    https://docs.microsoft.com/en-us/dynamics365/human-resources/hr-admin-troubleshooting-integration

     

    Best regards,

    Alice Bossen

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