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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Why Talent? Registration of employees skills and competency
Aug13

Why Talent? Registration of employees skills and competency

What skills does you employees have and what level is that skill? Do you know? You should know, how can you plan for the future if you don’t know what you have today? With Talent you can structure the skills in any way you like. Do you want it complicated with a lot of different nuances or do you want it as simple as possible – it’s your choice. Do you want 9 different levels on each skill… Continue Reading...

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Why Talent? Employee and manager self-service
Aug06

Why Talent? Employee and manager self-service

Imagine a world where employees updated their own information, and managers would have acces to see and edit some information about their subordinates. Talent gives you a self-service portal for your employees and managers. Employee self-service It’s up to you to have a culture where your employees want to edit their own information, you need to show them what’s in it for them. If… Continue Reading Malin Donoso...

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Why Talent? Makes starting in a new company easier for new employees
Jul30

Why Talent? Makes starting in a new company easier for new employees

Think back to the last time you signed with a new company, remember how exited you were? If you are like me, you were probably ready to consume all the information you could find on your new employer. With the onboarding module of Talent you can make sure your new employees gets all the information they need before they start. Onboarding guide You can create guides with activities… Continue Reading Malin Donoso Martnes’s...

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Microsoft Most Valuable Professional – MVP!
Jul01

Microsoft Most Valuable Professional – MVP!

Today I got awarded the MVP title for 2019-2020! The Microsoft MVP Award is an annual award that recognizes exceptional technology community leaders worldwide who actively share their high quality, real world expertise with users and Microsoft. I am so humble and proud to be awarded with the title! Continue Reading Malin Donoso Martnes’s Article on their blog Microsoft Most Valuable Professional – MVP! Today I got awarded...

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Happy FY2020!
Jun30

Happy FY2020!

Photo by Public Domain Pictures on Pexels.com For Microsoft this is the last day of the Fiscal Year 2019, and tomorrow starts the new fiscal year 2020. Time flies bye when you are having fun, and FY2019 has been incredible for me and I’ve summed it up: I’v learned a lot more on Talent. It’s an rapidly evolving product so staying up to date and learning all the existing stuff is hard!I… Continue Reading Malin...

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Why Talent? Gives you a tool for task management in different stages of an employment
Jun25

Why Talent? Gives you a tool for task management in different stages of an employment

You have a new employee and they are 3 months away from their first day. There are a lot of tasks that need to be done befor they join you, but how do you make sure that all the tasks are done? It’s a bad reflection on the company if the the new employee comes in their first day and f.ex. their computer isn’t ready or they don’t have access to the building. Talent helps you keep control… Continue Reading Malin...

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Why Talent? Ensure you communicate and update possible candidates for a job
Jun19

Why Talent? Ensure you communicate and update possible candidates for a job

The most annoying thing about searching for a new job is to wait for feedback, so responding to each applicant is very important and the system should help you do that. Some main areas you want to give feedback to is; Receiving the application Moving forward to the interview stageSecond interviewRejectionAcceptance of a candidate. In Attract you have several email templates which are… Continue Reading Malin Donoso...

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Dynamics 365 for Talent October ’19 release
Jun10

Dynamics 365 for Talent October ’19 release

The releasenotes for the October ’19 release is out! A lot is to come, both in general availability (GA) and in public preview (PP). Read the full releasenotes. For those of you that doesn’t think releasenotes are that much fun, I’ve described the release for Talent specific features for you. Attract Intelligent candidate recommendations – PP April ’19 – GA October ’19 This feature…...

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Why Talent? Makes hiring the right people easier
Jun04

Why Talent? Makes hiring the right people easier

In the previous post I summarized the key features of why you should choose Talent.  It’s time for the second post “Makes hiring the right people easier”. When Microsoft bought LinkedIn in 2016 they got access to one of the biggest and best social networks for business. I can’t think of a better way to use the power from LinkedIn then to enhance Attract! LinkedIn logo + Dynamics 365 for… Continue...

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Why Talent? It’s part of the Microsoft echo-system!
May27

Why Talent? It’s part of the Microsoft echo-system!

In the previous post I summarized the key features of why you should choose Talent. Now we move on to the first and one of the biggest points. The echo-system that Microsoft is building is unique and one of a kind! It makes life for us consultants way better by making sure every system is talking the same “language” and seamlessly connecting several systems. So, how does this help you with… Continue Reading Malin...

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Why should you choose Dynamics 365 for Talent as your HR-system?
May21

Why should you choose Dynamics 365 for Talent as your HR-system?

Since I’ve started working with Talent I’ve a lot of demo’s and I’ve been involved in several sale-cases involving Talent. With that work I’ve gotten to know what triggers the HR-department and what triggers the IT-department in choosing Talent as their HR-system. In this post I’ll summarize the key features on why a company should choose Dynamics 365 for Talent as your HR-system. In later…...

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Resources for Talent and where you find them
Apr23

Resources for Talent and where you find them

I often get asked where I find all the information needed to learn about Talent, so here is a list of sites, blogs and other resources you can benefit from knowing about if you want to learn more about Talent. The first thing you should do is set up a trial, and start testing the system! Blogs First I have to mention my own blog, this is where you can find a lot of the information… Continue Reading Malin Donoso Martnes’s...

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I’m done! Or am I?
Apr17

I’m done! Or am I?

In September Fredrik Sætre at Microsoft Norway challenged me to write a blog post every day for one month on Talent. I started with one every day of the week, when that month was over I saw that I had so much content and it was going so good that I just kept going. A couple of months along I found out that I couldn’t stop now and challenged myself to keep going until I was done with the whole… Continue Reading Malin Donoso...

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MB6-898 Grant or deny work environment accommodation requests
Apr17

MB6-898 Grant or deny work environment accommodation requests

When you have registered the request for accommodation, you can easily accept or reject it by changing the status under details from requested. Accommodation request If you select Reasonable the request is approved. If you select Undue hardship the request is denied. When you change the status to reasonable the fields accepted by and accepted date and time is automatically set to… Continue Reading Malin Donoso Martnes’s...

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MB6-898 Create an accommodation request
Apr16

MB6-898 Create an accommodation request

To create an accommodation request you go to Personnel management – Workers or Employees. From there you find “Accommodations” in the action pane under personal information. Accommodations for a worker/employee Now the accommodations page opens and you can create a new accommodation for the employee. To create it you select the accommodation type, you could selet a Job task which makes… Continue Reading Malin...

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MB6-898 Configure the physical requirements for a job
Apr15

MB6-898 Configure the physical requirements for a job

To configure the physical requirements for a specific job, you first need to find the job you want to set the requirements for, you find them by searching for job, or by going to Organization administration -> Jobs -> Select the specific job, and then by going to the ADA button in the action pane and click “Setup requirements” ADA requirements on a job You then go to the page where you… Continue Reading Malin...

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MB6-898 Define templates for physical job requirements
Apr12

MB6-898 Define templates for physical job requirements

The first thing you have to do to use the compliance features is to go to Personnel management -> Links -> Human resources shared parameters -> Compliance and change the setting to yes for Track information for the Americans with Disabilities Act. Human resources shared parameters – compliance When you now go to Organization administration -> Job Templates you will find ADA in the action… Continue Reading Malin...

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MB6-898 Use compliance features in Dynamics 365 for Talent
Apr11

MB6-898 Use compliance features in Dynamics 365 for Talent

The fifth and last section of Set Up and Use the Talent Application (25 – 30%) is Use compliance features in Dynamics 365 for Talent Define templates for physical job requirementsConfigure the physical requirements for a jobCreate an accommodation requestGrant or deny work environment accommodation requests Continue Reading Malin Donoso Martnes’s Article on their blog

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