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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Automate creation of n...
Finance | Project Operations, Human Resources, ...
Answered

Automate creation of new Worker/Employee with related attributes

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Posted on by Marek J 5

Hi,

we do a lot of hiring and we would need a way to automate creation of workers in D365.

Currently we collect all relevant info about a worker in an excel form and then the HR admin does the manual data input into D365. One by one.

How can we automate this?

My idea is the automation would:

1. read the excel from

2. take fields from the form and add them to respective D365 fields (Worker fields, Employee fields, Position fields, dates, salary...)

3. create the entries in D365

HR admin would not need to manual create the records in D365.

Thanks.

Marek

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Automate creation of new Worker/Employee with related attributes

    Hey Marek!

    Have you thought of using Forms/Customer Voice where the person adds their details (with Forms the data would just be stored in an excel sheet anyway; Customer Voice you can leverage more of the Dataverse). Forms is a way more user friendly way to have the people enter in their own data. Both solutions also fit nicely with PowerAutomate which can be created by using the trigger "When a new Form/Customer Voice is submitted" then you can use the PowerAutomate connector to create the records for you. 

    I have to say, Parag's solutions is by far the better option but I wanted to throw this other idea in the hat just for variety.

    Thanks, 


    D

  • Marek J Profile Picture
    Marek J 5 on at
    RE: Automate creation of new Worker/Employee with related attributes

    Thank you

  • Verified answer
    Parag Chapre Profile Picture
    Parag Chapre 12,248 Most Valuable Professional on at
    RE: Automate creation of new Worker/Employee with related attributes

    Instead of sending an excel form, you still can create a Power app and ask candidates to fill in the information. HR manager/Admin can view and approve the details in the Power app and it will automatically hire an employee with those details.

    You can make this automation.

  • Marek J Profile Picture
    Marek J 5 on at
    RE: Automate creation of new Worker/Employee with related attributes

    Hi Parag,

    I am not sure I understand your question. You mean if we use some third-party system that collects data about the "future employee" and exports it into excel?

    Our process is:

    - candidate accepts offer

    - we send him excel form and ask him to fill in Name, Surname, DOB...

    - we add internal info about cost center, salary, position, line manager

    - we forward this excel to HR admin

    - HR admin manually types the data from the excel into D365

    Thanks.

  • Suggested answer
    Parag Chapre Profile Picture
    Parag Chapre 12,248 Most Valuable Professional on at
    RE: Automate creation of new Worker/Employee with related attributes

    Hi Marek,

    Are you using any third-party system where you are exporting data in excel?

    You can automate this solution by using Power automate or Logic Apps

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