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Finance | Project Operations, Human Resources, ...
Answered

Use Flow for Workflows

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Posted on by 370

Hello,

I am using Dynamics 365 HR (Cloud HR / aka Talent)

I want to use Power Automate / Flow for Workflow / work items , approvals (such as leave absance for vacation etc.)

I want to avoid sync to CDS, since there is no data from Flow output that can finish in HR.

Question is, what instance / environment URL should I write in Flow connector -  Dynamics 365 for Fin & Ops - https://emea.flow.microsoft.com/en-us/connectors/shared_dynamicsax/dynamics-365-for-fin-ops/ . and I want to use this scenario www.youtube.com/watch

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    301,020 Super User 2025 Season 2 on at

    Hi Hrvoje,

    What I understood is that you have to sync the data to CDS to be able to use Power Automate with HR. Not sure if the Fin & Ops connector is supporting HR environments. At least my trial is not listed as option in Power Automate.

  • Hrvoje Kusulja Profile Picture
    370 on at

    I can sync HR data to CDS, and then have Flow with CDS connector.

    However, after Flow finish, where to put data that some workflow is approved (example vacataion/leave request), as I see, this can not be synced from CDS to HR Workflows back :/

    Therefore, I would rather skip CDS and go directly with Flow finance&ops connector, but I do not know how to enter my enviornment/instance name there :/

  • André Arnaud de Calavon Profile Picture
    301,020 Super User 2025 Season 2 on at

    The F&O connector will show available environments in a drop down list. However, I don't know if HR environments are supported here. The HR trial is not listed anyway, like any other 30-day trials for F&O.

  • Hrvoje Kusulja Profile Picture
    370 on at

    I have production HR licenses, and two environments, production, and sandbox. However, in environment list/dropdown in Flow connector for F&O nothing is listed, and I can manually specify string, but unsure what.. :/

    Any other suggestions? i need to run workflow to flow, for vacation approval.., after flow is completed, where to store "approved" or "rejected" action in CDS then, and how to sync it back to HR ?

  • André Arnaud de Calavon Profile Picture
    301,020 Super User 2025 Season 2 on at

    Hi Hrvoje,

    Usually the valid (F&O) environments are listed in the combobox. It is then the full URL after https:// and stops at the question mark. So e.g. 'dyntest99999999999aos.cloudax.dynamics.com'. You can try it with your production HR environment URL, but not sure if this will get accepted. I don't have experience with sync the result back to HR via CDS.

  • Verified answer
    Parag Chapre Profile Picture
    12,254 Most Valuable Professional on at

    Hi Hrvoje,

    I don't think so there is any connector for Dynamics 365 HR. It is always CDS/ ODATA when you are doing integration with D365 HR.

    For example. If you want to sync data between D365 HR and D365 F&O, We use a Data integrator. Here we provide the CDS URL for D365HR and D365 F&O, We provide the environment URL.

    pastedimage1603436555640v1.png

    In the same way, It is always used CDS most of the time for the connector.

  • Hrvoje Kusulja Profile Picture
    370 on at

    Ok, I can sync HR to CDS and run Flow based on CDS, this works, also two way.

    However, what about HR entities, like "work item" which are missing for sync, and not directly working on "leave absence" entity?

    Thank you,

    Kind regards

  • Hrvoje Kusulja Profile Picture
    370 on at

    Thank you for comfirmation. I already have my HR synced with CDS in both ways.

    However, I am missing tables/enttieis, like "work item" from workflow which should be able to sync, but entitiy is not on the list, therefore I am limited. :/

  • Suggested answer
    czeslawa-langowska Profile Picture
    on at

    Dear Hrvoje,

    If there is no entity available out of the box, you can always customize and create your own: docs.microsoft.com/.../build-consuming-data-entities.

    Kind regards

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