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Finance | Project Operations, Human Resources, ...
Suggested answer

Bulk add certificates

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Posted on by 90

Hi everyone,

I am trying to mass import some certificates for various employees. I am running into an issue where I don't think there is a certificate table available in the CDS/Microsoft Dataverse for me to be able to import these into as I can only see Skill Types under competencies. 

Is anyone able to point me in the right direction to get these imported or do they have to be added manually?

Kind regards,

Matt

  • Suggested answer
    Parag Chapre Profile Picture
    12,254 Most Valuable Professional on at
    RE: Bulk add certificates

    Hi Matthew,

    For template, First, you have to create Export projects and run the project. You can use the download as a template.

    check below the reference link.

    docs.microsoft.com/.../configuration-data-templates

    senortalks.com/.../

  • Matthew Falle Profile Picture
    90 on at
    RE: Bulk add certificates

    Hi Parag,

    Thanks for the tip! I have set up a template however when I try to export it, there is no corresponding excel sheet. Ideally, I was looking for a solution so I can send a template and they can fill in the Certificate Types and then the worker's certificate competency. Is this possible through here or do I use the Excel Workbook part?

    pastedimage1610374865791v2.png

  • Suggested answer
    Parag Chapre Profile Picture
    12,254 Most Valuable Professional on at
    RE: Bulk add certificates

    Hi Matthew,

    Did you try with DMF entities, There are two entities available for Certificates and You can access them via Data management.

    1. Certificate type

    2. Certificate competency

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