Microsoft Dynamics 365 Human Resources – HR Management, Workforce Administration & Digital HR

Course overview

Microsoft Dynamics 365 Human Resources – HR Management, Workforce Administration & Digital HR is a practical, hands-on course designed to equip HR professionals, administrators, managers and technology specialists with the knowledge and skills required to use Microsoft Dynamics 365 Human Resources to manage employee information, organizational structures, workforce processes and human-resource operations within a modern digital environment.

The course provides a comprehensive understanding of how Dynamics 365 Human Resources can support the employee lifecycle, from recruitment-related onboarding and employee records through leave and absence management, benefits, compensation, performance, skills, training, compliance and workforce analytics. Participants also explore organizational structures, personnel management, workflows, security, employee and manager self-service, reporting, integration with Microsoft 365 and other business applications, and the use of automation and analytics to improve HR service delivery and workforce decision-making.

Course objectives

• . . Configure organizational structures, departments, jobs and positions.
• Create and maintain employee and worker records
• Explain the role and capabilities of Microsoft Dynamics 365 Human Resources.
• Navigate the Dynamics 365 Human Resources environment effectively.
• Understand the employee lifecycle and how it is represented within the system
• Manage personnel information and employment details.
• Configure and use HR workflows and approvals. .. Apply data-quality, privacy and information-governance principles to HR systems. .
• Understand how automation can improve HR processes
• Understand employee and manager self-service.
• Manage HR security roles and access permissions.
• Use HR data for reporting, analytics and workforce planning
• Understand integration with Microsoft 365 and other Dynamics 365 applications
• Develop practical digital HR solutions using realistic organizational scenarios.

Who should attend

Course content

• Module 1: Introduction to Microsoft Dynamics 365 Human Resources This module introduces Microsoft Dynamics 365 Human Resources and its role within a modern digital HR environment. Participants examine how an HR information system can centralize workforce
• Module 2: Navigating Dynamics 365 Human Resources Participants develop practical familiarity with the Dynamics 365 Human Resources interface, workspaces, menus, records, forms, lists and search functionality. The module explains how HR users locate emplo
• Module 3: Organization Setup and Human Resource Structures This module examines how an organization is represented within Dynamics 365 Human Resources. Participants explore legal entities, departments, jobs, positions, reporting relationships and organiz
• Module 4: Worker and Employee Records Management Participants learn how to establish and maintain comprehensive worker records within Dynamics 365 Human Resources. The module covers employee identification, personal information, employment information, c
• Module 5: Employee Lifecycle Management This module explores the complete employee lifecycle and how HR systems can support employees from joining an organization through changes in employment and eventual departure. Participants examine processes such a
• Module 6: Recruitment, Hiring and Employee Onboarding Participants examine how Dynamics 365 Human Resources can support processes surrounding new employees and workforce entry. The module covers employee information preparation, onboarding requirements,
• Module 7: Jobs, Positions and Workforce Structure Management This module provides an in-depth examination of jobs and positions and their importance in workforce administration. Participants learn how jobs define organizational responsibilities while pos
• Module 8: Leave and Absence Management Participants learn how Dynamics 365 Human Resources can support employee leave and absence processes. The module explores leave types, eligibility, requests, approvals, balances and absence records, depending on the
• Module 9: Employee and Manager Self-Service This module explores how digital self-service can reduce routine administrative workload and improve employee access to HR services. Participants examine scenarios where employees can access their own informati
• Module 10: Benefits Management and Employee Benefits Administration This module examines how organizations can manage employee benefits information and related HR processes. Participants explore benefit plans, employee eligibility, enrolment concepts and
• Module 11: Performance Management and Employee Development Participants examine how digital HR systems can support employee performance and development processes. The module covers performance goals, reviews, development discussions, feedback and employe
• Module 12: HR Workflows, Approvals and Process Automation This module introduces workflow-driven HR operations and digital approval processes. Participants explore how HR requests can be routed to managers or authorized personnel for review and approval.
• Module 13: HR Case Management and Employee Service Delivery Participants learn how structured HR case-management processes can help organizations manage employee enquiries, requests and HR service issues. The module explores the principles of recording c
• Module 14: HR Security, Roles, Privacy and Access Control This module focuses on one of the most important aspects of digital HR: protecting confidential employee information. Participants explore security roles, user access, organizational boundaries an
• Module 15: HR Data Quality, Governance and Compliance Participants examine the importance of maintaining accurate, complete, consistent and appropriately governed HR information. The module covers data standards, duplicate prevention, record maintenance,
• Module 16: HR Reporting, Analytics and Workforce Intelligence This module introduces the use of HR data for reporting, analysis and workforce decision-making. Participants explore employee demographics, headcount, turnover-related information, leave, wor
• Module 17: Microsoft Dynamics 365 Human Resources and Microsoft 365 Integration This module examines how Dynamics 365 Human Resources can work alongside the wider Microsoft ecosystem. Participants explore practical integration scenarios involving Microso
• Module 18: Power Automate and Digital HR Process Automation Participants explore how Microsoft Power Automate can be used alongside Dynamics 365 Human Resources to automate repetitive HR processes. Practical scenarios may include notifications for employ
• Module 19: AI and Intelligent Human Resources This module introduces the role of artificial intelligence and intelligent automation in modern HR operations. Participants explore appropriate applications of AI for employee-service support, HR information
• Module 20: HR System Administration, Configuration and Troubleshooting Participants develop practical skills for supporting a Dynamics 365 Human Resources environment. The module covers configuration concepts, users, security, organizational structures,

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Schedule & fees