Benefit integration with carriers

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Posted on by Spara

Hi All,

For our client, we have suggested two approaches for maintaining benefits in D365 F&O-HR

1. Provide benefit vendor link on ESS for employees where employee click on the link and enrollments/plan selection is done directly at vendor portal.

>> The enrollment information needs to flow back to D365 F&O- HR. Can we do it via DMF to load benefits data from benefit vendor portal to D365 F&O-HR?

2. Benefit plans will be configured in D365 F&O-HR and employees will perform self enrollments and this information need to flow to benefit vendor.

>> How do we achieve this? Any recommended approach?

Please advice.

Thanks.

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Parag Chapre 12,254 Most Valuable Professional on at

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Hi Spara,

You can try with Power Apps + Power automate.

For example, create a power app and give user an access to enter information in ESS and use power automate to enter the data in D365 F&O-HR in the backend.

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Spara 68 on at

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Hi Parag,

Thank you for your response.

I am looking for file-based solution.

Thanks,

Poonam

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