Overview
The TechnoMile Product Suite is natively built on the Microsoft Dynamics 365 platform, transforming the most advanced CRM into a Product Suite ready platform. The suite enables you to manage your Employee records by syncing data from Azure Entra ID into the Employee records on your instance. You can configure the data to be synced such as the format of the data to be inputted into the Name field and whether records are synced only of Members from Entra ID or both Members and Guests.
Audience
Microsoft Dynamics Administrators
IT Support
Prerequisites
Ensure that TechnoMile's Growth or/and Contracts Suite is already installed and configured. The version of these packages must be 2024.2 or higher.
Configure Employee Entity Data for Import from Entra ID into Microsoft Dynamics
Login to your Microsoft Dynamics instance.
Go to Product Configurations and click Growth - Create Employee.
Specify the JSON Value field as {"FirstName":true} and click Save.
IMPORTANT
This ensures that data from Entra ID is brought into Microsoft Dynamics as First Name being displayed first and Last Name being displayed second in the Name field of an Employee record. You can reverse this order by changing JSON Value field to {"FirstName":false}.
Go back to Product Configurations and click IsGuestAllowed.
Specify the Value field as true and click Save.
IMPORTANT
This ensures that data of both groups of users .i.e. Members and Guests such as Contractors from Entra ID is brought into Microsoft Dynamics as Employee records. You can choose to bring in only Member data as Employee records by changing Value field to false.
