CRM and Outlook Integration
To manage our staff in projects we use Dynamics365. It would be nice to pick up and link the project (number & name) as custom label. Furthermore we'd like to push the shifts as appointments in outlook.
Thank you for the suggestion and the votes on this idea. We are currently working on an integration with Dynamics 365. We don’t have a timeline to share as of yet, but stay tuned to this idea!
- Aby (StaffHub team)
I hope it will be available also for Microsoft Dynamics CRM...
Gene Glenn commented
Seems Bookable Resources in Dynamics need Staff/Resource Work Hours, Days Off, etc.
How about if StaffHub can drive individual staff schedules into Dynamics Resources.
Faiq Wyne commented
Staff hub should be able to connect with Retail POS shift workers and clock in mechanism should be shared across PoS, staff hub and external hardware.
For scheduling time off and shift staff hun is easy but it should have a two way integration with D365 HQ for syncing schedules and adjusting hours actually payable.
Zhenyu Wang commented
I know there are already 8 existing Flow templates for StaffHub push out information to other systems.
They are useful.
Could we have more similar Flow template, such as push into Dynamics 365?
I I tried to create a one by myself. Then I found only little information I can have, when a shift is created in Staff hub. I only have Change Type, Expiration time, or several Ids.
Are there more information/attributes in Flow I can get? Such Start Date, End Date, Notes, Breaks
Connect StuffHub to Dynamics 365 Availability
I'd like to sync staffhub Availability with Dynamics 365 availability to find availability for service task
Ralph Rohm commented
We need an Interface to Navision
Ron Klas commented
Please ... we need that function for our business in big customer situations ... in germany!!
Kurt Pidgeon commented
Integration with Dynamics 365 would be invaluable for us and has the potential to reduce administration work if implemented well. Best idea by far.
it would be great if any integration with dynamics365 or outlook could include multiple day engagements, especially if someone is working on something MON-FRI 9-5 each day.... so it isn't 5 events, just one.
Office365 calendar integration would be a valuable - the ability to see my shifts on my O365 calendar would really help me keep things straight especially as changes in scheduling occur - today I make appointments on my calendar manually
it would be great to have this in outlook, not just the app. That way people see how it interacts with their existing workload.
Translation: It should have an integration with Outlook, it would look much better to view the calendars.
Original: Deveria ter uma integração com o outlook, ficaria bem melhor para visualizar os calendários.
I also think outlook integration is crusial before we can start using it in our school.
I agree on sync to outlook is the most crucial item.
Ray Ge commented
Agree! As a part of Office 365, the shifts should be sync to Outlook calendar.
Allow integration of time punching, vacation hours, payroll information to integrate with Dynamics 365 for Financials and Operations.