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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Benefit integration wi...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Benefit integration with carriers

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Posted on by Spara 68

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.

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

    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.

  • Spara Profile Picture
    Spara 68 on at

    Hi Parag,

    Thank you for your response.

    I am looking for file-based solution.

    Thanks,

    Poonam

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