MB-301: Dynamics 365 Finance (ERP) Human Resources Administrator

Dynamics 365 Finance (ERP) Human Resources Administrator Training MB-301

Dynamics Edge courses and labs are enhanced Instructor-Led Training (ILT) materials, purpose-built for live, guided instruction, structured learning and practical, work-ready skills development.

Unlike Microsoft Learn paths—which are designed for self-paced study—our ILT content follows a carefully crafted curriculum tailored for real-time engagement, interactive Q&A, The structure and flow of our materials are intentionally different to support deeper learning and immediate application.

 You will learn how to:

• Core HR Setup and Configuration
• Managing HR Processes
• Administration and Maintenance
• Extending HR Capabilities
• Advanced Topics and Best Practices

MB-301 Dynamics 365 Finance (ERP) Human Resources Administrator

Course Overview

This course is designed for 2 days learning experience. It can be taught in-person and/or virtually.

This course provides a structured path to understanding, configuring, and extending the Human Resources module in Dynamics 365 Finance. It covers core HR functionalities, administrative tasks, and advanced customization techniques

Course Outline

Administering Dynamics 365 Finance  Human Resources (HR) 

Module 1: Introduction to Dynamics 365 HR

• · Overview of Dynamics 365 Finance and Operations
• · Role of the HR module in the ecosystem
• · Navigation and user interface
• · Security roles and permissions in HR

Module 2: Core HR Setup and Configuration

• · Global HR parameters
• · Legal entities and worker setup
• · Position hierarchy and job setup
• · Personnel actions and workflows
• · Worker records and employment history

Module 3: Managing HR Processes

• · Recruitment and onboarding
• · Employee self-service and manager self-service
• · Leave and absence management
• · Compensation and benefits administration
• · Performance management and reviews
• · Training and development tracking

Module 4: Administration and Maintenance

• · Data management and data entities
• · Batch jobs and recurring processes
• · HR analytics and Power BI integration
• · Auditing and compliance features
• · Managing security and user roles

Module 5: Extending HR Capabilities

• · Introduction to Power Platform integration
• · Customizing forms and fields using Power Apps
• · Automating HR processes with Power Automate
• · Creating custom reports with Power BI
• · Using Dataverse for HR data extensions

Module 6: Advanced Topics and Best Practices

• · Integrating with external payroll systems
• · Managing dual-write between HR and Finance
• · Localization and regulatory compliance
• · Best practices for HR data governance

Module 7: Hands-On Labs and Case Studies

• · Real-world HR scenarios in Dynamics 365
• · Guided labs for configuring HR processes
• · Troubleshooting common issues
• ·  Build a custom HR workflow