The Microsoft Dynamics-hireEZ integration combines Microsoft Dynamics’s powerful ATS with hireEZ’s rich candidate data hub and AI sourcing capabilities to create an end-to-end talent acquisition tool.

Read on to learn how to...

• Get API Key from Microsoft Dynamics
• Set up Integration from hireEZ
  • Admin User
  • Member User
• Select Push Permission (Admin Only)
• Customize Data Field Mapping (Admin Only)

Get API Key from Microsoft Dynamics

Set up Integration from hireEZ

Before you begin, please ensure that you are...

• A subscriber of hireEZ Enterprise and have a valid hireEZ account (*Please contact your hireEZ Account Manager if you need help setting up an Enterprise license).
• The Admin user of your company's hireEZ Enterprise subscription and Microsoft Dynamics.

Note: Please do not connect your test/sandbox instance with the hireEZ production account. If you would like to perform sandbox testing, please reach out to support@hireez.com or the assigned TPM. They can assist you further to issue a separate instance for testing.
In case you end up connecting your sandbox account with the hireEZ production account, notify the support team at the earliest. This brings unknown issues for the integration and results in a delay in your onboarding.

Admin User

• As an Admin user, you will be able to find the Microsoft Dynamics to connect by clicking on the All Integrations tab.
• If you also have a team member license, you can configure it in hireEZ Apps by clicking here and follow the same instructions below.
• In either case, click Connect on the ATS.

• Input your Client ID and Client Secret from Microsoft Dynamics here.

Member User

As an Enterprise member user, you could go to the App page to request integration approval.

Once your admin approved the connection, you will connect to Microsoft Dynamics automatically.

Select Push Permission (Admin Only)

By clicking "Manage", there will be a setting page to set up.

Push permission configuration will allow team members to sync candidates from hireEZ to Microsoft Dynamics as：

• Candidate not on a job: Candidates will be saved to your Microsoft Dynamics in All Candidates, and will not be associated with any job.
• Candidate on a job: Candidates will be saved to your Microsoft Dynamics in All Candidates, and will not be associated with any job.
• Candidate to a pool: Candidates will be saved to your selected Microsoft Dynamics pool.
• Candidates associate with/without job or to pool: Candidates will be exported to Microsoft Dynamics as prospects with/without associate with any job opportunities or prospect pools.

Profile fields setting (Admin Only)

You can set profile field mapping to Microsoft Dynamics here:

1. Select the editable hireEZ fields;
2. Turn on/off profile Auto merge & sync when the duplicated profile is exported ;
   • When the Auto merge & sync is turned on, you will be able to choose to Skip pushing or Overwrite with hireEZ fields regarding the duplicated profile (fields).
     
3. Select the profile fields from the left drop-down in hireEZ that you would like to map to Microsoft Dynamics;
4. Select if attach hireEZ Resume;
5. Click the "Save" button to save the changes.

You may also contact us at support@hireez.com or reach out to your Customer Success Manager to learn more about the workflow.