> ## Documentation Index
> Fetch the complete documentation index at: https://absentify.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Integration with Dynamics 365

> Integrate absentify with Microsoft Dynamics 365 to automatically sync absences, prevent duplicate entries, and streamline HR and project planning.

The integration between absentify and **Microsoft Dynamics 365** enables companies to automatically transfer absences into Dynamics. This saves time, prevents duplicate entries, and improves planning for HR and project teams.

## How it works

If a company uses Microsoft Dynamics 365, absences can be automatically tracked through **Outlook categories**.

When an absence is created in absentify, a corresponding calendar entry is generated in Outlook. If the Dynamics integration is active, this event will also be tagged with the **"Tracked to Dynamics 365"** category.

Dynamics 365 recognizes this category and automatically processes the calendar entry.

<Info>
  The category must exist in the user’s Outlook account in order for Dynamics to recognize the event.
</Info>

***

## Requirements

To ensure the integration works correctly, the following requirements must be met:

<AccordionGroup>
  <Accordion title="The feature is only visible if Outlook is correctly connected">
    The Dynamics 365 integration feature is only visible if the company has connected **Outlook with write access** in absentify.

    → If the option is not visible, it's usually because Outlook is **not fully connected**.
  </Accordion>

  <Accordion title="The &#x22;Tracked to Dynamics 365&#x22; category must exist">
    The **"Tracked to Dynamics 365"** category must exist in the user’s Outlook account.

    → If absences are **not being correctly tagged**, check whether this category exists in Outlook. If it doesn’t, you can **create it manually**.
  </Accordion>

  <Accordion title="The leave type must have sync enabled">
    The **"Track to Dynamics 365"** toggle must be activated in the corresponding leave type in absentify.

    → If the **Dynamics 365 category does not appear** in the Outlook event, check if the toggle is enabled in the leave type configuration.
  </Accordion>

  <Accordion title="Dynamics 365 only processes events with the correct category">
    **Dynamics 365 only processes events** if the corresponding category is applied.

    → If absences are **not showing up in Dynamics**, even though the integration is active, the category may be missing or the system may **not be configured** to import such events.
  </Accordion>
</AccordionGroup>

***

## Benefits of the integration

### 1. Central visibility for HR and management

* HR teams and project leads can see absences directly in Dynamics 365.
* No need to switch between different tools.

### 2. Improved project planning

* Absences are automatically included in task planning.\
  → Example: A project manager sees in Dynamics that a team member is on vacation next week and can reassign tasks accordingly.

### 3. No duplicate data entry

* Employees don’t need to manually record their absences in multiple systems.
* The sync ensures that absences automatically appear in Dynamics as well.

### 4. Unified view for leadership

* Dynamics 365 is often used as a central data hub.
* Absences are visible there directly – no need to check Outlook separately.

### 5. Integration with business processes

* Absences can be included in approval workflows, payroll, or resource planning – all managed within Dynamics 365.

***

## Use case

A company uses Dynamics 365 to schedule customer appointments. Without integration, a vacation entry would only appear in the employee’s Outlook calendar – the person would still appear available in Dynamics.

With the integration, Dynamics 365 automatically recognizes the absence status, and scheduling can be adjusted accordingly.

<Note>
  Automatically syncing absences to Dynamics 365 helps your organization optimize HR and project planning – without requiring employees to enter their absences twice.
</Note>