Microsoft Dynamics 365 provides organizations with a SaaS suite of enterprise resource planning (ERP) and customer relationship management (CRM) solutions. Dynamics 365 helps organizations optimize their operations regardless of their size or industry. The integrated platform covers sales, marketing, planning, financial, and other management needs to provide you with better insight and your customers with better experiences. As a SaaS suite, Dynamics 365’s modular apps are easily customizable and integrated with other software to fit your needs.
HelloID fully automates provisioning and identity management for Dynamics 365 once connected. Using a configurable attribute mapper, your source system’s fields and variables are linked to HelloID. With the synced identity data, HelloID automatically provisions users within Dynamics 365 and all other connected resources according to their roles and attributes.
Onboarding, Provisioning, & Ongoing Management
HelloID leverages your identity data to simplify Dynamics 365 provisioning without any extra effort. HelloID detects HR’s new additions or updates entered into your source system. These detected changes automatically trigger your configured provisioning processes within HelloID. All processes are automatic, consistent, and logged.
HelloID creates accounts, adds group memberships, and specifies permissions within Dynamics 365 whenever it detects a new user within the connected source system. Similarly, HelloID automatically updates user accounts and access whenever HR makes changes to an existing employee’s role or attributes within your source system. These triggered updates ensure that everything within Dynamics 365 remains up-to-date. When an employee departs, HR merely changes their status in the source system, and HelloID automatically executes all configured offboarding processes for Dynamics 365.
Connecting HelloID to Dynamics 365 fully automates your provisioning and identity management processes within the SaaS suite, reclaiming substantial IT bandwidth without requiring any additional effort from HR. Provisioning and attribute-based access control have never been as quick or easy.