web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Cant see Human Resources to Finance Template

(0) ShareShare
ReportReport
Posted on by 5

Hello,

I am new to HR and is about to set up a connection between Finance and HR modules in Dynamics 365 using Data integrator, but cant seem to find the correct HR template when searching for it when making a project. Does anybody know what I need to do?

 pastedimage1623319686559v1.png

Thanks, 

Cathrine.

I have the same question (0)
  • Parag Chapre Profile Picture
    12,254 Most Valuable Professional on at

    Hi Cathrine,

    Are you able to see this template: Core HR(Talent CDS to Fin and Ops)

    If no then please check this article. paragchapre.com/.../

  • CathrineBruv Profile Picture
    5 on at

    Hi, thank you for your reply. That Article is what I am using, but as I can get anything concerning HR/talent/core etc when searching for templates I cant move on.

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

    Hi,

    Can you please check whether you are in the correct environment in the Power platform and link to the HR environment?

  • CathrineBruv Profile Picture
    5 on at

    Yes, I have the correct URL to both Finance and to HR, I also have the environments setup in Power Platform, but I still only see a handful of templates related to sales, PSA and Field Service. Am I doing something wrong when making the connection set? Could you still use the depricated Dynamics Sales connection?

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

    Hi Cathrine,

    When you create a project and choose a template, then you can able to see the below template.

    pastedimage1623536042585v1.png

    Please verify and let me know whether you see this template?

  • Suggested answer
    CathrineBruv Profile Picture
    5 on at

    Hi,

    Thanks for sharing. To answer your question, no, I could not see the template. That was my issue when creating a project. I figured out that as I mentioned in the post over, you could not use the Dynamics connector, you should use the Dataverse Legacy connetcor. That solved my issue and the template is now showing.

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

    Hi Cathrine,

    Ok. Thank you for your response.

    Please mark your answer as verified.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 687 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 535 Super User 2025 Season 2

#3
BillurSamdancioglu Profile Picture

BillurSamdancioglu 403 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans