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Cant see Human Resources to Finance Template

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.

  • Suggested answer
    Parag Chapre Profile Picture
    Parag Chapre 12,271 Most Valuable Professional on at
    RE: Cant see Human Resources to Finance Template

    Hi Cathrine,

    Ok. Thank you for your response.

    Please mark your answer as verified.

  • Suggested answer
    CathrineBruv Profile Picture
    CathrineBruv 5 on at
    RE: Cant see Human Resources to Finance Template

    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
    Parag Chapre 12,271 Most Valuable Professional on at
    RE: Cant see Human Resources to Finance Template

    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?

  • CathrineBruv Profile Picture
    CathrineBruv 5 on at
    RE: Cant see Human Resources to Finance Template

    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?

  • Parag Chapre Profile Picture
    Parag Chapre 12,271 Most Valuable Professional on at
    RE: Cant see Human Resources to Finance Template

    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
    CathrineBruv 5 on at
    RE: Cant see Human Resources to Finance Template

    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
    Parag Chapre 12,271 Most Valuable Professional on at
    RE: Cant see Human Resources to Finance Template

    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/.../

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