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HRM Human Resources in Microsoft Dynamics 365 for Finance and Operations

November 20, 2017 @ 09:00 - November 22, 2017 @ 16:00 UTC+1

|Recurring Event (See all)

This 3-day course Human Resources in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition is for those, who want to master the increasingly important Human Resource functionality in D365FOE, thru principles overview, set-up and everyday examples and business scenarios, as well as plenty of hands-on labs.

You will also learn about the general tools Case Management, Workflow Management and Document Management, with specific examples showing the relevance for Human Resource Management.

Typical participant profiles:
The course is for human resource department staff, and others in an organization that is responsible for the setup and administration of human resource functionality, including employees, workers, skills, and more, as well as accountants, super users, controllers, consultants.

It is essential to have participated in our course Introduction to Microsoft Dynamics 365 for Finance and Operations or in other ways have obtained equivalent knowledge.


100-200 (Introductory – Intermediate).

During this 3-day class, you will work hands-on with our hands-on labs with guidelines for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition.

Outline (overview)

  • Introduction to Human Resource Management
  • Organizational Setup
  • Worker Setup
  • Administer Recruitment Process
  • Absence Administration
  • Manage Competencies
  • Manage Worker Performance
  • Administer Courses
  • Manage Compensation
  • Set-Up Benefit Information
  • Making the most of the HRM Workspaces
  • Case Management
  • Workflow Management
  • Document management

Topics covered (details)

Introduction to Human Resource Management

  • Introduction
  • Set Up Human Resource Management

Organizational Setup

  • Set Up Organization
  • Create a Job
  • Work with Positions
  • Create a Position
  • Organization Reporting
  • Position Budgeting Data
  • Role-Based Security
  • Global Address Book

Worker Setup

  • Setup for Worker Information
  • Create a New Worker Record
  • Position Assignment
  • Create a Worker
  • Maintain Workers
  • Set Up Teams
  • Union Setup
  • Loan Equipment to Workers
  • Manage I-9 Compliance
  • Manage ADA Information
  • Worker Reporting

Administer Recruitment Process

  • Set Up Recruitment Information
  • Manage Recruitment Projects
  • Manage the Applicant for Employment
  • Create the Recruitment Project
  • Create an Applicant for the Recruitment
  • Applicant Review Process
  • Hire for the Recruitment Project
  • Hire for the Recruitment Project
  • Recruitment Reporting

Absence Administration

  • Set Up Absence Information
  • Manage Absences
  • Enter an Absence
  • Absence Reporting

Manage Competencies

  • Set Up Competencies
  • Record Competencies
  • Enter Competencies for a Worker
  • Report Competencies

Manage Worker Performance

  • Set Up Performance Information
  • Manage Performance
  • Enter a Discussion and Goal for a Worker
  • Performance Reports

Administer Courses

  • Set Up Training
  • Manage Training
  • Create a Course and Register a Worker
  • Training Reports

Manage Compensation

  • Setup for Compensation
  • Compensation Plans
  • Process Events
  • Create Compensation Plans and Enroll an Employee
  • Update Compensation for Employees
  • Pay for Performance

Set-Up Benefit Information

  • Set Up Benefits
  • Manage Benefit Eligibility
  • Create a Benefit Plan
  • Enroll Workers in Benefits
  • Enroll a Worker in a Plan

Making the most of the HRM Workspaces

  • Personel management
  • Compensation management
  • Benefits
  • Employee self service
  • Recruitment management
  • Business processes for human resources

Case management

Workflow Management

Document management

Price for this course includes training manuals, training environment, food and beverages during the training.

Training manuals
We will provide our own developed and updated AXcademy training materials and/or training materials from Microsoft.
Training manuals are provided printed and/or as files.
Each student will receive copies to annotate and keep.

Training environment
During the training, each student will have access to their personal copy of Microsoft Dynamics 365 for Finance and Operations, Enterprise edition training environment (with standard Contoso demo data) free of charge.

After the training, you could continue to have access to your personal training environment – including your labs. A nominal fee might apply for this optional service.

To ensure the best possible learning environment, a world class instructor with loads of real-life technical experience in D365FOE, as well as AX 7 and previous versions of AX is in place, and the number of participants is limited to 10 students.

Food and beverages
Food and beverages are provided during the training hours.
•Light breakfast before start
•Morning break
•Lunch of high quality and variety
•Afternoon break
•Water, coffee/tea, soft drinks, fruits throughout the day.

(Actual offerings and variety depends on the actual training location. For special food requirements, please ask well in advance of the class start date)

Not included
Any certification exams

HRM Human Resources in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition

Covering: D365FOE, D365O, AX 7. Also covering AX 2012 (for most parts)

This course includes all or part of the topics of below listed Microsoft Courses

Administer organizational structures.
Maintain comprehensive worker information from hire to retire.
Recruit workers and track applicants.
Manage worker competencies.
Review performance and implement worker goals.
Set up, deliver, and analyze training courses that include agendas, sessions, and tracks.
Define and administer benefit plans, enroll workers, assign dependent coverage, and designate beneficiaries.
Manage compensation
Gather information using questionnaires
Case management
Workflow management
Document management