806898: Dynamics 365 Human Resources - Dynamics Edge
Course 806898

806898: Dynamics 365 Human Resources


To customize this class, call 800-453-5961 or click here to contact us

About the Course

This instructor led, hands on labs, accelerated course has 7 days of training covered in a 4-day format. This course is intended for individuals who want to improve their technical skills on Microsoft Dynamics 365 Human Resources. The material in this course will help prepare you for the MB6-898 examination.

As your companies Human Resources needs have grown, Dynamics 365 has a solution based on Linkedin Talent Hub. The Dynamics 365 Human Resources is a 4-day training class covering the core modules of HR.

Transforming employee experiences:

  • Empowering employees with modern, mobile, mixed reality, self-service

experiences that enable information access, guided learning, and task

execution without requiring intervention from HR.

Optimizing HR programs:

  • Improving people operations with optimized benefits, compensation,

leave and absence, certifications and training, compliance, and payroll

programs.

Improving organizational agility:

  • Helping people thrive as the business changes with adaptable, secure,

and scalable HR solutions that are easy to tailor, extend, and connect

to current systems.

Enabling workforce insights:

  • Centralizing HR data to get insightful people analytics and guidance

delivered by Microsoft's leading business intelligence and AI

technology

Note: You will have FULL use of a Dynamics 365 Human Resources training environment in this class.

Who should Attend

Professionals who typically attend this class include: Human Resource Manager, Benefits Administrator, Recruitment, Human Capital Managers, Account Managers, Solution Architects, Functional Consultants, and Project Managers, IT Staff who administer, develop or support Dynamics 365 for Talent.

This class is also appropriate for staff who have a business software background and who want to demonstrate a foundation understanding of the Dynamics 365 for HR application.

After completing this course, students will understand the following areas within D365 HR:

  • Hiring the Right People and Building a high-performance team
  • Accelerate impact, establish key connections and set up employees for success
  • Centralize employee profiles and gain performance insights
  • Empower hiring managers and focus staff experiences by role
  • Enable professional growth and develop and upskill your talent
  • Drive operational excellence and impact and minimize compliance risk
  • Align performance assessments and improve performance using people analytics
  • Tailor Dynamics 365 for Talent to Your Organization
  • Automate Business Processes

Course Outline

Introduction to Dynamics 365 for Talent and Initial Setup

Module 01: Introduction to Microsoft Dynamics 365 for HR

  • Describe the Talent and Human resources experiences
  • Navigate the Dynamics 365 for Talent application
  • Discuss the feature sets and benefits of using the Talent experience
  • Review the technology and integration with other Dynamics 365 applications
  • Describe which data from the Talent experience is shared across companies and which is specific to a company
  • Define parameters, such as identification types and number sequences

Module 02: Security in Microsoft Dynamics 365 for HR

  • Describe the features and terminology for security
  • Create new users
  • Configure role-based security
  • Set up and use segregation of duties

Module 03: System Administration in Microsoft Dynamics 365 for HR

  • Set up and use batch processing
  • Configure Dynamics 365 for Talent to send emails
  • Set up system parameters
  • Discuss personalization

Module 04: Introduction to Organization Management in Microsoft Dynamics 365 for HR

  • Distinguish between types of organization units
  • Classify types of jobs
  • Create a new job
  • Create a new position
  • Learn how various forms and list pages expand functionality of jobs,
  • positions, and departments
  • Report on jobs, positions and departments
  • Enter addresses for workers

Module 05: Introduction to Personnel Management in Microsoft Dynamics 365 for HR

  • Understand worker and position data
  • Explain the onboarding experience
  • Understand loans and loan items
  • Review human resource parameters, advanced access, and shared parameters
  • Understand the uses of the setup pages
  • Explain and demonstrate creating a position and a job
  • Explain how to hire a new employee

ATTRACT

  • Develop a human resources strategy to attract, recruit, hire, and
  • motivate employees:

Module 06: Connect to LinkedIn and How to Use Sales Navigator

  • What is Linkedin Sales Navigator
  • How to use Linkedin Sales Navigator
  • Finding Candidates
  • Screening

Module 07: Recruiting Management in Microsoft Dynamics 365 for HR

  • Learn about creating jobs
  • Review how to add, view, screen, and reject candidates for jobs in the system
  • Understand how to schedule and conduct interviews
  • Walk through making job offers
  • Walk through transitioning accepted offers to the Onboarding modular app

Module 08: Job and Position Management in Microsoft Dynamics 365 for HR

  • Explain jobs in Microsoft Dynamics 365 for Talent
  • Walk through how to create jobs
  • Cover how to work with job templates
  • Define positions
  • Utilize positions in the client
  • Work with mass updates
  • Explain how to enable a hiring freeze.
  • Describe using position actions

ONBOARD

  • Develop and train employees:
  • Create and maintain benefits:

Module 09: Onboarding Management with Microsoft Dynamics 365 for HR

  • Explore the Onboard modular app
  • Migrate and create new hires
  • Create an introduction
  • Create, add information to, and send a Welcome Guide
  • Explore the Task management module in Dynamics 365 for Talent

Module 10: Employee and Manager Self-Service with Microsoft D 365 for HR

  • Describe how employees use Employee Self Service
  • Describe how managers use Employee Self Service

Module 11: Worker and Position Actions in Microsoft Dynamics 365 for HR

  • Set up codes used to enter information about workers
  • Enter new workers
  • Assign workers to positions
  • Assign workers to teams
  • Set up union information
  • Manage worker loans
  • Print reports about workers

Module 12: Compliance Management in Microsoft Dynamics 365 for HR

  • Describe I-9 Verification
  • Walkthrough I-9 code setup
  • Demonstrate managing I-9 Data for an employee
  • Utilize Work Environment Accommodations
  • Cover the Physical Requirements for a Job
  • Examine Accommodation Types
  • Manage Accommodation Requests
  • Review ADA Reports

MANAGE AND THRIVE

  • Maintain workplace safety and compliance
  • Gather information using questionnaires

Module 13: Compensation Management in Microsoft Dynamics 365 for HR

  • Understand compensation plans
  • Review mandatory setup for compensation
  • Review reference point setups
  • Understand fixed and variable compensation plans and actions
  • Review other compensation setup
  • Review eligibility rules
  • Discuss process events
  • Understand updating compensation for employees

Module 14: Benefit Management in Microsoft Dynamics 365 for HR

  • Explore the Benefit management workspace
  • Create benefit elements and benefits
  • Define benefit eligibility rules
  • Process the eligibility rules for the workers who can enroll in benefits
  • Enroll a worker and any dependents in a benefit
  • Maintain dependents and beneficiaries
  • Review mass benefit enrollment and expiration
  • Review benefit rate updates

Module 15: Benefit Management in Microsoft Dynamics 365 for HR

  • Explore the Benefit management workspace
  • Create benefit elements and benefits
  • Define benefit eligibility rules
  • Process the eligibility rules for the workers who can enroll in benefits
  • Enroll a worker and any dependents in a benefit
  • Maintain dependents and beneficiaries
  • Review mass benefit enrollment and expiration
  • Review benefit rate updates

Module 16: Performance Management in Microsoft Dynamics 365 for HR

  • Describe performance journals
  • Review goals and their categories, templates, and groups
  • Discuss reviews and their types, and templates
  • Cover the setup necessary for competencies
  • Explain the various skill analyses

Module 17: People Analytics with Microsoft Dynamics 365 for HR

  • Understand people searches
  • Review direct reports
  • Review direct deposit and contact setup
  • Explain certificates
  • Understand courses

Module 18: Learning Management in Microsoft Dynamics 365 for HR

  • Describe the basic components in the course management structure
  • Explain training setup, including classrooms and agendas
  • Discuss questionnaires, including how to design, send, and complete them
  • Explain training reports, including statistics and generating reports

Module 19: Leave and Absence Management in Microsoft Dynamics 365 for HR

  • Explain leave and absence administration and processes
  • Understand absence and leave transactions and time off requests
  • Explore leave types and leave plans
  • Understand the setup for enrolling workers in leave and absence plans

CUSTOMIZE AND EXTEND

Module 20: Integration Framework in Microsoft Dynamics 365 for HR

  • Provide an overview of the integration framework
  • Discuss Power Apps
  • Discuss Azure functions
  • Explore how to configure Dynamics 365 for Talent
  • Discuss data management

Module 21: Business Process Flows with Microsoft Dynamics 365 for HR

  • Flow and PowerApps
  • Describe business process
  • Cover creating tasks
  • Walkthrough creating a business process template
  • Configure calendars for business processes
  • Discuss how to start a business process
  • Review task statuses
  • Explain how to reassign business processes
  • Discuss changing the status of a business process

We look forward to your great success.

Save money and get your team trained. With a group of 5 or more people, you have special options. Click the button below to request a special quote for your team now!

Request Group Quote

Register


Price: $2495   Duration: 4 days

- EST

Select Date: Show More Dates