Microsoft Dynamics

Microsoft Dynamics is an ERP and CRM software.

Hosting

Microsoft Dynamics is an on-premises solution.

Setup and integration

Connect your Microsoft Dynamics account by providing the following credentials:

• Hostname. The server address of your Dynamics database.
• Server. The server name of your database.
• Port. The port number for database access.
• Database. The name of the specific database to connect to.
• Username. The user account for database access.
• Password. The corresponding password for the user account.

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NOTE

Depending on your database structure, you may need customization for your Microsoft Dynamics integration. Contact us for help.

Payroll publishing

The Vista Viewpoint integration doesn't support payroll publishing.

Data sync and import

Microsoft Dynamics can serve as a data source for your MobiClocks environment. The integration supports data sync and import for the following entities:

• Job Sites. Imported to Job sites.
• Cost Codes. Cost codes are assigned to individual job sites. If the imported cost code entry contains the job site it is assigned to, it is imported to the indicated job site. If not, the cost code is converted to a standard cost code and shared across all job sites.

Automatic sync, import, and update

Additionally, you can configure the integration to automatically sync, import, or update the selected entities. The following screenshot shows the auto-sync settings.

To set up auto-sync, select the checkboxes next to the entities you want to auto-sync and select SAVE. Auto-import and auto-update setups work the same way.