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.
To set it up, you will need the following:
- Dynamics ATS Admin User Permission
- hireEZ Admin User Permission
First of all, you may get the API Key from Dynamics ATS.
To do this, go to ‘ATS Settings’ on the sidebar, select ‘Integration’ and press ‘API.’
Next, press the ‘+’ button. In the pop-up window, you will find your Client ID and Client Secret. Copy them and check all the checkboxes under the ‘Candidates’ section.
Then, you may set up integration from HireEZ
Before you begin, please ensure that you are:
- A subscriber of hireEZ and have a valid hireEZ account
- The Admin user of your company’s hireEZ subscription and Dynamics ATS
As an Admin user, you will be able to find the Microsoft Dynamics to connect by clicking on the” All Integrations tab.”:https://app.hireez.com/hiretual-admin/general/ats
Click Connect on the ATS.
Input your Client ID and Client Secret from Dynamics ATS here.
Then, select Push Permissions (Admins Only) by clicking ‘Manage’
There will be a settings page to set up. Push permission configuration will allow team members to sync candidates from hireEZ to Dynamics ATS 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 a job or to pool: Candidates will be exported to Microsoft Dynamics as prospects with/without associate with any job opportunities or prospect pools.
Finally, press ‘Save’ to save the changes.
You also can set profile field mapping to Dynamics ATS.
To do this, select the editable hireEZ fields;
Turn on/off profile Auto merge & sync when the duplicated profile is exported.
Select the profile fields from the left drop-down in Hire EZ that you would like to map to Dynamics ATS;
Select if attach HireEZ Resume;
Click the ‘Save’ button to save the changes.
As a member user, you could go to the App page request integration approval.
Once your admin approves the connection, you will connect to Dynamics ATS automatically.
Post your comment on this topic.