Automatically assign a Person to User in D365 HR

Automatically assign a Person to User in D365 HR

Automatically assign a Person to User in D365 HR

If you work with Microsoft Dynamics 365 Human Resources, you know that you can assign a Person to a User within the system. For instance, a new marketing employee will be assigned to a Marketing Manager. If you work in a big organization that hires a lot of people on a monthly basis, you know that it takes a lot of time to assign all these new employees. You might want to consider using an automatic way to do this to save time. In this article, we show you how to setup an automatic process to make this possible.

How to setup the process

The steps look like this:

image 6

Step 1: Get the data from the odata URI of workers as shown below with all the authentication with the Active Directory OAuth.

image 7

Step 2: Parse the Json data with the body value from Http and type to modify it to Array.

Assign person to user in d365 human resources

Step 3: Create a ‘for each’ loop. In addition to this, apply the body of the output from previous steps and create a compose action to get the details of fields.

Assign person to user in d365 human resources

Step 4: Post the data through the http connector to Person Users entity with the required fields and schedule it on a weekly or on a monthly basis to automate the update without manual intervention.

D365 HR assign user

Step 5: If done correctly, all should be setup now. Lets test it.

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We will run the Power Automate flow to map the user Alicia and April with the workers

Test run of atomization of d365 roles

Below is the output.

Test example automation D365 roles

As you can see, the ‘Person’ fields are now filled in.

Parag Chapre

Parag Chapre is a Microsoft MVP in the fields of Dynamics 365 Finance & Operations, Human Resources, and Power Platform, recognized for his outstanding contributions to the Microsoft Dynamics community.

With over 15 years of hands-on expertise in various Microsoft Dynamics 365 areas, Parag has designed and delivered complex, innovative solutions for customers across industries and geographies. He has also provided leadership and technical guidance to project teams, managed offshore and onshore resources, and worked closely with Microsoft Product teams. Parag is passionate about sharing his knowledge and insights through his personal website, blog posts, articles, and community events. He is a member of the Microsoft Biz Apps Community Advisory Board, a Dynamics 365 Human Resource Community star, a Dynamics 365 Community contributor, and a Dynamics 365 Community Spotlight honoree.

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