Organisation setup: Workers
Aug24

Organisation setup: Workers

A worker in Dynamics 365 Human Resources is a person, the worker can be a candidate, an employee, a contractor or a previous employee. The data of the worker is divided in 3 tabs: ProfileCompetencies and developmentPayroll Worker record Worker profile The profile tab is set up with the following four subsections: Worker summaryAddressesContact informationPersonal… Continue Reading Malin Martnes’s Article on their blog...

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Release wave 2 2021 Human Resources
Jul14

Release wave 2 2021 Human Resources

Finally, the day is here where the release notes are publicly available! In the notes, you can read that Microsoft focus on three areas; Broaden the human capital management (HCM) ecosystem: Continue broadening our HCM ecosystem through integration APIs and strategic partnerships. Reimagine the employee experience: Expand our investments in the employee experience and bringing those… Continue Reading Malin Martnes’s...

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Introduction: License
Jul13

Introduction: License

The current licensing on Dynamics 365 Human Resources (as it is in July 2021) is as standard $120 per user per month if HR is your only Dynamics 365 app. If you have other apps and those same users will have access to HR, the cost is $30 per user per month. You must have a minimum of 5 full licenses of HR. License Self service licence That cover the users that needs the full access… Continue Reading Malin Martnes’s Article...

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Task management: Apply checklists to a worker
Jul12

Task management: Apply checklists to a worker

After you’ve done all of the setup of task management, you can now start using the checklists. There are several ways of doing that in D465 HR, here are four ways. You can apply a checklist via the people workspace, find the worker you want to add the list to, click more (…), and you can select a checklist. People workspace You can also select checklist on a worker, in the… Continue Reading Malin Martnes’s Article on...

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Task management: Onboarding/Offboarding/Transitions
Jul11

Task management: Onboarding/Offboarding/Transitions

Dropdown to choose task management In task management you have access to onboarding, offboarding and transitions. If you want to see the different tasks in the different areas you have to choose the right are in the dropdown below Task management. The default is onboarding. Onboarding, offboarding and transitions setup is exactly the same. After you’ve created the tasks and… Continue Reading Malin Martnes’s Article...

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Task management: Checklists
Jul10

Task management: Checklists

Checklists A checklist is a collection of tasks that must be completed as part of a business process. For example, there might be a checklist that all new employees complete, and one or more other checklists that workers in specific roles must complete. You need to first create the checklist, with just the name and the description. Continue Reading Malin Martnes’s Article on their blog Task management: Checklists Dynamics 365...

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Task Management: Tasks
Jul09

Task Management: Tasks

A task defines a specific piece of work or an action that someone must complete. You can reuse tasks and add them to one or more checklists. You have to create all the tasks your company is planning on keeping track of. Task setup Task link In the task setup you give it a name and a description, you can set the task group, say if the task is optional or not. You can create a… Continue Reading Malin Martnes’s Article on...

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Task management: Task groups
Jul08

Task management: Task groups

Task groups A task group lets you classify related tasks together. When you add tasks to a checklist, you can filter the list of all tasks by Task group, for example HR tasks, Payroll tasks or IT tasks.Description in D365 HR Task groups are made to make it easier with reporting and defining the different tasks that “belongs” to the different groups. Continue Reading Malin Martnes’s Article on their blog Task...

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Task management: Group assignment and calendar
Jul07

Task management: Group assignment and calendar

The setup components for task management is group assignment and calendar Group assignment In the group assignment you set up the groups you want to use in the checklist, such as IT and HR. You first have to name the group, then you can add or delete positions to the group. Tasks can be assigned to a group thus giving the positions in that group access to that group. Group… Continue Reading Malin Martnes’s Article on their...

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Organisation Setup: Excel add-in
Jul05

Organisation Setup: Excel add-in

The Excel add-in is, as a consultant, one still of my favorite things with HR, it makes importing data incredible easy. To access the templates where you can manage your data with the help of Microsoft Excel add-in you go to System administration > Links > Office Integration > Document templates. There you can see several templates with connection to different entities. You find the entity… Continue Reading Malin...

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Introduction: Navigation
Jul04

Introduction: Navigation

Home page of Dynamics 365 Human Resources When you click on Human Resources (top left corner) you go to the homepage no matter where you are in the application Waffle menu Waffle menu is where you easily can navigate to your other Microsoft systems and the administration interface. Hamburger button Hamburger button (Navigation Pane) is used to expand or collapse the… Continue Reading Malin Martnes’s Article on their blog...

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Introduction: Data structure
Jul03

Introduction: Data structure

The main entities of the data structure in Dynamics 365 Human Resources are job, positions and workers. A job is a collection of tasks and responsibilities.A position is an individual instance of a job. You can have several positions connected to one job. Job – position You can not have more then one job connected to one position Not two jobs to one position You must always… Continue Reading Malin Martnes’s Article on...

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Organisation setup: Jobs
Jul02

Organisation setup: Jobs

You can create a new job or manage existing jobs from Organization administration -> Jobs or via the Excel add-in. The more information you register, the easier it is to create positions later. Job list You can also copy jobs from another job or create from a template, information will be copied over to the new job. Copy job The sections in a job is: The General tab has name,… Continue Reading Malin Martnes’s...

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Re-branding and updating D365 Talent posts to D365 HR posts
Jul01

Re-branding and updating D365 Talent posts to D365 HR posts

This blog has been dormant for a long time, sometimes life happens and you don’t have the energy or desire to blog. I’ve come to realise that a lot of the posts I did for Talent should be updated with everything new and rebranded as it now is Dynamics 365 Human Resources. It should make it a lot easier to find my posts (so that future Malin googling stuff can actually find her own posts). I’ve… Continue Reading...

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Dynamics 365 Marketing release wave 1 ’21
Jan27

Dynamics 365 Marketing release wave 1 ’21

I think this is one of my longest post, the team behind the Dynamics 365 Marketing sure has been busy since the last release! A lot of new and cool stuff is coming in the first release of 2021! All of the features are coming in public preview April 2021. Two sentences stood out for me in the release notes; Our approach with Dynamics 365 Marketing is to unleash the power of all your data… Continue Reading Malin Donoso...

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Dynamics 365 Marketing 2020 release wave 2
Jul08

Dynamics 365 Marketing 2020 release wave 2

In this release the team has invested in some great areas, their key investment areas are: A revamped customer journey designer experience.Microsoft Teams integration for webinarsImproved social posting and analyticsThe ability to use natural language to create segments What are the features and when will they be in Public Preview (PP), what will be in Early access (EA) and when will… Continue Reading Malin Donoso...

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Dynamics 365 Human Resources 2020 release wave 2
Jul08

Dynamics 365 Human Resources 2020 release wave 2

What a release this is! I think it’s my favourite release since I started working with the system back in March 2018! This release the Dynamics 365 Human Resources team are focusing on these five areas: Transform the employee experienceBuild an HCM ecosystemOptimize HR programsUnlock your HR dataEnrich your existing Microsoft solutions with HR data Let’s dig in to all the features and… Continue Reading Malin Donoso...

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What’s new or changed in Dynamics 365 Human Resources?
Jul05

What’s new or changed in Dynamics 365 Human Resources?

It’s hard to keep up to date with everything that’s releasing in Dynamics 365 Human Resources, how do you keep up to date and know what’s come and when? You have the release notes (which are coming soon for wave 2, so watch this blog!). But when is it all released? When are things coming in preview? And in what order? For D365 HR it’s quite easy to keep up with what they’re releasing, you… Continue...

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ClickDimensions vs Dynamics 365 Marketing: Email editor part 1
Jul01

ClickDimensions vs Dynamics 365 Marketing: Email editor part 1

Type of editors Some people want an editor to be easy drag and drop, others want to be able to write HTML. What type of editors does Clickdimensions and Dynamics 365 Marketing have? ClickDimensionsDynamics 365 MarketingNEW Drag and DropDrag and DropBlock EditorCustom HTMLFree StyleCustom HTMLDrag and Drop As you can see both systems have Drag and Drop and Custom HTML, so I’ll focus on… Continue Reading Malin Donoso...

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D365 Human Resources in Microsoft Teams
May26

D365 Human Resources in Microsoft Teams

One week ago Microsoft finally released the Dynamics 365 Human Resources app in Microsoft Teams! It’s still in preview, but you can start testing it today. How to set it up First you go to Teams (doesn’t matter if it’s the desktop version or browser version), click on the three dots below files and search for Human Resources (Human will be suffice). You will then find the Human Resources… Continue Reading Malin...

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Preview: Dynamics 365 for Human Resources + Microsoft Teams
May20

Preview: Dynamics 365 for Human Resources + Microsoft Teams

Todos los que formamos parte del culto Microsoft, sabemos que estas fechas son importantes. Hay releases, surgen nuevas soluciones, y lo más divertido se integran herramientas que hasta el momento estaban desagregadas. Si hay algo importante que reconocerle a Microsoft es la fuerte orientación a la comunidad, y finalmente han hecho eco de algunos pedidos. Soy una convencida de que hemos… Continue Reading Ana Inés Urrutia’s...

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ClickDimensions vs Dynamics 365 Marketing
Apr17

ClickDimensions vs Dynamics 365 Marketing

ClickDimensions For a long time ClickDimensions has been the natural option when looking to connect your marketing department with your sales team (as you should!) in the world of Microsoft. Founded in 2010, ClickDimensions has a sole focus on the CRM system from Microsoft (no matter what name it has at the time), this makes it build for Microsoft Dynamics. < h2>Microsoft Marketing… Continue Reading Malin Donoso...

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Family, community and work – Power BI
Apr07

Family, community and work – Power BI

When I first started writing this post I had no idea how I was supposed to give a good overview of the data. But Microsoft has the best tool for analyzing and sharing data – Power BI. My only issue is that I’ve never created a Power BI rapport, but that’s a great reason to learn! So I exported the data from Forms Pro to Excel, did some editing (the two questions about “What’s the worst about being away from home?” needed some editing...

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Dynamics 365 HR and CDS – Correction!
Mar31

Dynamics 365 HR and CDS – Correction!

In earlier posts I’ve said that by October 2020 all Dynamics 365 Human Resources entities will be on the common data service, well, I’m wrong! I’ve misunderstood the documentation! Image by kalhh from Pixabay Luckily Brandon Potter, the Principal Group Product Manager for D365 HR at Microsoft reached out to me to let me know what their plans were. They are working on getting connected to… Continue Reading Malin...

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Family, community and work – results overview
Mar24

Family, community and work – results overview

The survey (which I’ve explained the background for in an earlier post) was answered by 171 people with an average time to complete of 01:57, so just under 2 min. A big thank you to every person that answered my survey! These are the overall results of the survey. Next week I’ll do some deep dive and look at the differences between what people have answered. 1. Gender? As you… Continue Reading Malin Donoso...

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Family, community and work – background and technical
Mar10

Family, community and work – background and technical

Some time ago I was talking with someone at an event, we talked about traveling in work and about family. I told him I was going to Scottish Summit and MVP Summit in Seattle, but I didn’t think I was going to User Group Summit in Barcelona, because that would mean to much time away from my family in a short amount of time. He said that he used to travel a lot, and that he never felt bad about… Continue Reading Malin Donoso...

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Scottish Summit – summary
Mar03

Scottish Summit – summary

Stats from the eventStats from the event We are just done with one incredible weekend in Glasgow for Scottish Summit. This is one of the best events I have ever attended! Well organized and a crazy amount of people in one day. Keynote The two great guys behind the entire event, Iain Connolly and Mark Christie kicked off the event looking amazing in Scottish Summit custom kilts!

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New licence for D365 Human Resources
Feb03

New licence for D365 Human Resources

Today is the day that Talent is dead and gone and we are left with D365 HR. A good, but bittersweet day. One of the best parts of this is that the horrible Comprehensive hiring add-on is finally gone! The new license finally be an add-on to your other D365 applications, which makes it cost less than before. License Self service licence In addition to this you don’t have to… Continue Reading Malin Donoso Martnes’s...

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Marketing Release wave 1 2020
Jan27

Marketing Release wave 1 2020

Twice a year Microsoft comes out with the release notes on what’s to come the next 6 months, today is the release of wave 1! I’ve tried to summarize the notes and write some of them in an easier language. Some parts are new, others are improved and one is coming to public preview. News Support for surveys using Microsoft Forms Pro D365 Marketing have used Voice of the Customer for… Continue Reading Malin Donoso...

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Human Resources Release wave 1 2020
Jan27

Human Resources Release wave 1 2020

From 1th February 2020 Talent is renamed Human Resources and the Attract and Onboarding apps are retired. That doesn’t mean that nothing new is happening! Access and maintain HR data in Common Data Service September 2020 is the time we finally have all of the data from HR in the CDS!! This is a thing we have been waiting on for a long time, it means you can soon start to create Flows… Continue Reading Malin Donoso...

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Why blog about Dynamics 365 Marketing?
Jan21

Why blog about Dynamics 365 Marketing?

2007 In 2007 i finished my bachelors degree in marketing, but things were looking a lot different then than it is now. Hashtag was one of the new English words and terms! For someone just out of school it was near impossible to get a marketing job, so I took a different path, one I’ve never regretted, one that led me to technology. Let us look at 2007. Phones < div class=”wp-block-image”> <...

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2020 – Everything is changing
Jan13

2020 – Everything is changing

It all died in 2019 Photo by Annie Spratt on Unsplash As you might have seen Microsoft has announced the deprecation of Attract and Onboarding, they also announces that Talent is no more and that it’s now named Dynamics 365 Human Resources. I wrote the post Talent is dead – and it is good news. This is not the first time they changed names on the HR application. When it first was… Continue Reading...

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MVP Advent calendar
Dec18

MVP Advent calendar

Today on the 18th of December I’m part of the MVP Advent Calendar (website / Twitter) from the fantastic Megan V Walker (Twitter / LinkedIn). What is the price from me? Well, you’ll have to go to the website to find out and sign up! Day 18 is upon us, which means yet another MVP behind a door on the MVP Advent Calendar, just waiting to give away a gift. Who is it? Check out the video to… Continue Reading Malin Donoso...

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Talent is dead – and it is good news!
Dec06

Talent is dead – and it is good news!

Photo by Pixabay on Pexels.com The last weeks I haven’t blogged as much as I usually do, but for a good reason! Today Microsoft announced the deprecation of Attract and Onboarding and changing the name of Dynamics 365 Talent to Dynamics 365 Human Resources! This is huge news and will have a massive impact on everything moving forward! You will no longer be able to purchase Attract and… Continue Reading Malin Donoso...

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DynamicsPower! Brussels 2019
Nov19

DynamicsPower! Brussels 2019

This weekend I was back in Brussels for DynamicsPower! Brussels 2019 and what an amazing lineup it was! A big thanks to Raz (LinkedIn), Joris Poelmans (LinkedIn / Twitter) and the rest of the team from 365 Saturday (LinkedIn / Twitter) for arranging it!. Keynote was from the one and only James Phillips (LinkedIn / Twitter), the Corporate Vice President of Business Applications in Microsoft!… Continue Reading Malin Donoso...

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D365 Talent at Microsoft Ignite 2019
Nov05

D365 Talent at Microsoft Ignite 2019

This week it’s the week of Ignite 2019. I’m unfortunately not there, but I can still get access to the sessions involving Talent and so can you! I highly recommend watching the Keynote: You should also see the sketch Luise Freese did on the keynote, it’s a great summary! Incredible #VisionKeynote by @SatyaNadella at #MSIgnite showing so many new capabilities. #Microsoft365

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D365 Focus Brussels – summary
Oct29

D365 Focus Brussels – summary

Just one week ago I was lucky enough to attend and speak at D365 Focus Brussels. It’s a different event where all the sessions are 90 min long, though on the presenter and on the listener, but what a couple of days it was. Day 1 – Thuesday 22. October Keynote Keynote at D365 Focus Brussels Luc Van de Velde started the keynote by talking about the changes and rebranding that is… Continue Reading Malin Donoso...

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MB6-898 Talent certification is retiring!
Oct25

MB6-898 Talent certification is retiring!

Last week as I was getting ready for my presentation at D365 Focus Brussels I went in to the certification page of MB6-898 and I saw this red announcement This exam retires on December 31, 2019. A replacement exam may be available.Certification page A new certification isn’t available as of 25th October, but I’ll let you know as soon as I get any information about a new… Continue Reading Malin Donoso Martnes’s...

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D365 Focus Brussels
Oct22

D365 Focus Brussels

Today I have had the honor coming on stage with Luc Van de Velde and Chris Huntingford on opening D365 Focus Brussels. I also held the presentation “The ABC of a Talent project” in a magnificent room! Tomorrow is a new day starting with the presentation “Extending Talent with the PowerPlatform”. More information about the event will come in a later post. Continue Reading Malin Donoso Martnes’s Article on...

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Power Platform 24
Oct15

Power Platform 24

Did you miss the 24 hour live online event Power Platform 24? Well you are in luck! You can see all 24 sessions on demand – for free! Watch the 26 speakers deliver 24 sessions. You can also see my two sessions here! Session TitleSpeakerPowerApps, Flow, and SharePoint – Oh My!Shane YoungDynamics 365 Field ServiceBen VollmerDeep Dive on the Common Data ServiceMarco AmoedoThe Power… Continue Reading Malin Donoso...

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Power Platform Saturday Sweden
Oct08

Power Platform Saturday Sweden

This weekend I went to the beautiful Stockholm to hold a session and learn a lot of new stuff! Kathrine Hogseth and Gustaf Westerlund from CRM-Konsulterna kicked of the event. Together with their colleagues Jonas Rapp and Sara Lagerquist, they where the people that made this entire event happen. Thank you all for making this happen, I loved the event! Kathrine Hogset and Gustav… Continue Reading Malin Donoso Martnes’s...

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New logo for Talent
Oct03

New logo for Talent

You might have noticed the buzz about the new logo’s for Dynamics 365 ( https://docs.microsoft.com/en-us/dynamics365/ ). The logo for Talent has also gotten a new look, you can see them all here! The main logo for Talent Talent logo Core HR logo Core HR logo Attract logo Attract logo Onboarding logo Onboarding logo Continue Reading Malin Donoso Martnes’s Article on their blog...

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New logo/Icon for Talent
Oct03

New logo/Icon for Talent

You might have noticed the buzz about the new logos/Icons for Dynamics 365 ( https://docs.microsoft.com/en-us/dynamics365/ ). The logo for Talent has also gotten a new look, you can see them all here! The main logo/Icon for Talent Talent logo Core HR logo/Icon Core HR logo Attract logo/Icon Attract logo Onboarding logo/Icon Onboarding logo Continue Reading Malin Donoso Martnes’s Article on their blog...

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LinkedIn article: Inclusion and delusion
Oct01

LinkedIn article: Inclusion and delusion

Tuesday is my usual day for posting my Talent post of the week. This week I went a different way. I wrote an article on LinkedIn called “Inclusion and delusion” read the article Be kind to others, be positive and give positive feedback to people. If you think they did a good job on their latest work – tell them! Continue Reading Malin Donoso Martnes’s Article on their blog LinkedIn article: Inclusion and...

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Why Talent? Adjust salary and adjust it to prevent bias in the workforce
Sep24

Why Talent? Adjust salary and adjust it to prevent bias in the workforce

This is one of the features I got really impressed with! I think a lot of companies still use Excel to calculate this today. As you might now, Dynamics 365 for Talent isn’t a payroll system, but it can be integrated with several payroll systems and thus have pay registered, or you can register the yearly pay directly in Talent. Now you are supposed to do the yearly evaluation about pay,… Continue Reading Malin Donoso...

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Why Talent? Leave and absence registration
Sep17

Why Talent? Leave and absence registration

In Dynamics 365 for Talent you can set up leave and absence plans that employees be added to, so that they can register time off. You can set up the plans as you want, to get a Talent with leave and absence plans suited for your company. Leave and absence plans As HR you can se information about each employee and how much time they have available and how much time they have taken.

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Why Talent? Register all benefits for employees
Sep10

Why Talent? Register all benefits for employees

How many people is eligible for a company car? Which employee have cell phone covered by your company? Use Talent to get a full overview over all benefits in the company and the benefits for each employee. You can see how many employees are enrolled in each benefit, and you can add new employers if they are eligible for the benefit. With the benefit rules you don’t have to worry about… Continue Reading Malin Donoso...

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Events – Where, what and how to register?
Sep03

Events – Where, what and how to register?

I love to be at events, both when I’m speaking and when I’m just attending. If you ever see me at an event, I hope you will come over and talk to me! This post will be a live post updated as I’m invited to speak at events and with the summary-posts about the events. August ’19 I held the session “Extending Talent with the Power Platform” at Power Platform Saturday in Oslo 24th… Continue...

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Power Platform Saturday Oslo 24th August
Aug27

Power Platform Saturday Oslo 24th August

This Saturday was the day of the fantastic event Power Platform Saturday Oslo and what a great lineup of speakers and attendees! Keynote The mind that created the event, Marius Agur Lind kicked the keynote of by presenting the theme of the day, which was equal opportunity. He gave us several examples of what equal opportunity isn’t and what we should think of in our every day life. Equal… Continue Reading Malin Donoso...

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Why Talent? Track loans of equipment to employees
Aug20

Why Talent? Track loans of equipment to employees

It always difficult to keep track of which employees have loaned which equipment. With Talent you can register down to the serial number on the computer and you can see if they have a planned return date or if it’s already returned and available for a new loan. Loaned equipment The employees can also see their equipment from the Employee self service page. Employee self service… Continue Reading Malin Donoso...

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