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Joinly by KoppelHet

Integration with Dynamics 365

Automate employee onboarding, progression, and offboarding to your IT landscape

Let IT automatically adapt to HR processes. New employees receive immediate access to the right systems, job changes are processed automatically, and upon termination, access is immediately revoked. This facilitates faster, more consistent onboarding and offboarding without manual steps.

  • Dynamics 365 as your central place for HR data
  • ISO27001 certified
Dynamics 365

Why would you integrate your IT environment with Dynamics 365?

In many organisations, errors, delays, and security risks occur because HR systems and IT environments operate independently. With Joinly's HR ↔ integration, you use your HR system as the central source for identity management. This ensures accounts, roles, and access are automatically synchronised based on HR data. Without manual actions.

  • Automatic onboarding, offboarding and changes

    New employees are automatically created in your IT environment (Microsoft, ERP, CRM, Financial system) as soon as they appear in your HR system. No tickets, no waiting times and instantly productive from day one.

  • Better security & compliance

    Access is automatically adjusted with role changes and immediately revoked upon termination of employment. This helps prevent zombie accounts and makes it easier to comply with security and audit requirements.

  • Less management, more control

    IT no longer needs to manage manual accounts. Everything is handled centrally, predictably, and transparently via Joinly with logging, monitoring, and error handling.

  • Save on software costs

    Nothing is more annoying than paying for something you do not use; Joinly automatically deactivates accounts that are not being used in your Microsoft environment, CRM, ERP, or other software package.

"We were able to move extremely quickly, and the flexibility of setting up the integration is a huge plus for us"
Wilvert Blauwendraad - IT Manager Dael

What happens the moment HR changes something

Four moments in an employment, the same pattern every time: Dynamics 365 leads and Joinly carries out the consequences.

Your business software - Target systems

  1. Employee is created

    As soon as a new employee is created in Dynamics 365, Joinly automatically creates it in all your business applications. This ensures the account is automatically provisioned and created for the new employee.

  2. Employee data is being modified

    Joinly retrieves the updated data from your HR system and synchronises all changes to your integrated business software.

  3. Employee changes role and/or department

    A position change in Dynamics 365 can affect the applications and/or permissions the employee has access to. The job change is automatically retrieved by Joinly and synchronised to your business software.

  4. Employee exits service

    When an employee leaves the company, they are automatically deactivated by Joinly so that rights from applications are revoked and accounts are deactivated.

Frequently asked questions

Questions about this integration

The questions IT managers considering this integration ask us most. If yours is not here, put it to us during the demo.

  • What exactly does the integration between Dynamics 365 and Joinly do?

    Joinly reads your employees from Dynamics 365 and uses that as the source of truth for access management. A new hire, a role change or a departure in Dynamics 365 is translated automatically into accounts and permissions in Microsoft Entra ID, your on-premises Active Directory and your connected applications. You maintain the data once, where it belongs.

  • How does Joinly retrieve data from Dynamics 365, and how often?

    Over an API, not by exchanging files: Joinly collects the employees from an endpoint on your Dynamics 365 environment, using its own authentication key. No CSV involved. How often that happens is up to you — hourly, daily or weekly, at a time you set. Most organisations run the import overnight, so a new joiner has an account waiting the next morning.

  • Which data does Joinly take from Dynamics 365?

    Only what is needed to decide on an account and the right permissions: employee number, name (including preferred and partner name), date of birth, start and end date, business and private contact details, department, manager and job title. Salary, absence and appraisal data stay in Dynamics 365. Which field ends up where is yours to set in the field mapping.

  • Does Joinly write anything back to Dynamics 365?

    Optionally. Joinly can write the username (UPN), the email address and the phone number back into Dynamics 365, so HR can see which account belongs to which employee. You switch that write-back on or off yourself; by default the integration runs one way, out of Dynamics 365.

  • Will Joinly overwrite our existing accounts?

    No. Joinly first imports your existing environment and matches the accounts it finds there to the employees from Dynamics 365. Existing accounts are recognised and adopted rather than created twice. Which matching strategy applies — person identifier, employee number or UPN — is yours to choose.

  • Can we try this without risk first?

    Yes. You run the import as a dry run first: Joinly calculates everything, writes nothing, and hands you an Excel export of exactly what would happen. After that a threshold keeps watching. If Dynamics 365 delivers more new, activated or deactivated employees in one run than you allowed, Joinly blocks the import instead of executing it.

  • What about people who are not in Dynamics 365?

    Contractors, hired staff and interns are registered directly in Joinly or through a second source. From then on they follow the same lifecycle as the employees from Dynamics 365, end date included — so temporary access expires by itself instead of lingering.

  • Can we connect Dynamics 365 to several systems at once?

    Yes. A single HR source can feed both Microsoft Entra ID and an on-premises Active Directory, plus your business applications and your ITSM system. Hybrid organisations use that to keep cloud and on-premise following the same truth. Several HR sources side by side is possible too.

  • How long does it take to set up the Dynamics 365 integration?

    The integration is a matter of configuration, not development: Joinly collects employees from one normalised endpoint, so nothing has to be built into the platform to support Dynamics 365. The work is in the agreements — which fields lead, which naming convention you use and which permissions belong to which job. Most organisations start with onboarding and expand into role changes and offboarding afterwards.

  • Is the integration secure, and does it cover our audit obligations?

    Joinly is ISO27001-certified. Traffic with Dynamics 365 runs over a secured connection with its own authentication key, and every change Joinly makes is recorded. At audit time you can show who was given which access when, why it was granted and when it was revoked again.

  • What does the integration cost?

    The integration is part of the subscription — you pay per account per month, not per connector. The pricing page shows what the plans cost and what each one includes.

More about Dynamics 365

Dynamics 365 integration with Joinly: automation of user management

For many organisations, Microsoft Dynamics 365 is the central HR system for personnel and payroll administration. The platform contains all crucial employee data, but without an integration with your IT environment, this quickly leads to much manual work and error-prone processes.


The challenges without integration

When Dynamics 365 is not integrated with your applications, familiar problems arise:

  • New employees wait days for access to systems and applications

  • Accounts are still managed via Excel or individual requests to IT

  • Former employees sometimes retain access inappropriately, causing security risks

  • HR data and IT accounts are not synchronised, leading to errors and inconsistencies

  • The result: delays, frustration, and an increased risk of data breaches.

The result: delays, frustration, and an increased risk of data breaches.


How Joinly solves this

With Joinly's Dynamics 365 integration, user management becomes fully automated. As soon as HR makes a change in Dynamics, such as an onboarding, role change or departure, Joinly ensures it is automatically processed in all integrated applications.

Benefits of the Dynamics 365 integration

  • New employees receive immediate access to the correct systems

  • HR changes are automatically implemented without delay

  • Accounts of former employees are deactivated promptly and securely

  • HR leads, IT no longer needs to perform manual management

This transforms a complex and error-prone process into a streamlined workflow in which HR and IT collaborate from a single reliable source. The result: higher efficiency, better security, and a much faster onboarding.

Curious how the Microsoft Dynamics 365 integration with Joinly helps your organisation simplify user management and minimise risks? With Joinly, you step into a secure, error-free, and future-proof Identity & Access Management.

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