Recruiting in D365 HR is possible!
Nov17

Recruiting in D365 HR is possible!

A new feature has been released to GA and I’m happy to share with you my insights, thoughts, and ideas about it. So, what’s the feature about? Recruiting job candidates. Yassss, we’ve been waiting for something like this since the death of our beloved Attract . To be clear, this feature is not and will not replace an ATS but it is something your HR staff will love in terms of talent pools. I… Continue Reading...

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#HumansofIT | Microsoft Ignite – We rise by lifting others
Nov05

#HumansofIT | Microsoft Ignite – We rise by lifting others

https://video.wixstatic.com/video/135432_234e5d900d0a4ab3aa41af07f83a7f4a/720p/mp4/file.mp4 Continue Reading Ana Inés Urrutia’s Article on their blog #HumansofIT | Microsoft Ignite – We rise by lifting others As a Psychologist with an HR background, Ana was able to switch careers and totally transform her professional and personal future by becoming part of #HumansofIT. How? With an incredible community that supported my...

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Guía HR: OM – Jerarquías 6/6
Oct24

Guía HR: OM – Jerarquías 6/6

En este último artículo te cuento cómo crear una nueva jerarquía de posiciones y como consultarla. Vas a necesitar: Un entorno de Dynamics 365 HR Creatividad para inventarte un propósito para la jerarquía. Paso a paso: Logueate en Dynamics 365 Human Resources y dirigite a Organización de la Administración. Bajo el título de Puestos, seleccioná Tipos de jerarquías de… Continue Reading Ana Inés Urrutia’s Article on their...

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Guía HR: OM – Puestos 5/6
Oct24

Guía HR: OM – Puestos 5/6

En esta entrada de la sección OM te voy a mostrar cómo crear nuevas posiciones dentro de D365 HR. Vas a necesitar haber leído y practicado con los anteriores artículos, así que si te sentis con confianza, es tuya Juan! Ingredientes para esta receta: Entorno de Dynamics 365 Human Resources Ganas de probar sin miedo Disclaimer: si lees posiciones, tranqui, me estoy refiriendo a… Continue Reading Ana Inés Urrutia’s Article on...

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Guía HR: OM – Trabajos 4/6
Oct24

Guía HR: OM – Trabajos 4/6

En esta entrada te muestro un paso a paso sobre cómo crear Trabajos. Es importante entiendas que conceptualmente los trabajos son la estructura de las posiciones, por ende serán base para los empleos y los colaboradores. Te recomiendo que leas este artículo que creo que te va a ayudar a ilustrar un poco mejor el rol de los trabajos dentro de D365 HR: D365HR Series | Capítulo 8: Trabajos… Continue Reading Ana Inés Urrutia’s...

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Guía HR: OM – Cargos 3/6
Oct24

Guía HR: OM – Cargos 3/6

Esta es una de las entradas más cortas de la historia, es tan sencilla que asusta, pero verás que es importante. Vamos a crear los títulos, que luego serán utilizados en los trabajos, por consecuencia en los puestos y empleos. Vas a necesitar: Un entorno de Dynamics 365 HR Ganas de experimentar sin miedo Paso a paso: Logueate en Dynamics 365 Human Resources y dirigite a… Continue Reading Ana Inés Urrutia’s Article on their...

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Guía HR: OM – Departamentos 2/6
Oct24

Guía HR: OM – Departamentos 2/6

En esta entrada te comparto como crear departamentos dentro de Dynamics 365 Human Resources. A su vez encontrarás una guía de como agregar información a los departamentos que crees. Necesitarás: Un entorno de D365 HR Ganas de probar y jugar 🙂 Paso a paso: Logueate en Dynamics 365 Human Resources y dirigite a Organización de la Administración. Bajo el título de… Continue Reading Ana Inés Urrutia’s Article on their blog Guía...

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Upgrade your Employee Experience D365 HR using Power Apps
Oct24

Upgrade your Employee Experience D365 HR using Power Apps

Continue Reading Ana Inés Urrutia’s Article on their blog Upgrade your Employee Experience D365 HR using Power Apps Upgrade your Employee Experience with two easy tricks on the Employee Self-Service module within Dynamics 365 HR using Power Apps and websites. Blog Syndicated with Ana Inés Urrutia’s...

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Guía HR: OM – Entidades jurídicas 1/6
Oct24

Guía HR: OM – Entidades jurídicas 1/6

En esta entrada te comparto cómo crear entidades legales. A su vez te muestro cómo agregar información adicional a ellas. Ingredientes para esta receta: Entorno de Dynamics 365 Human Resources Ganas de probar sin miedo Paso a paso: Logueate en Dynamics 365 Human Resources y dirigite a Organización de la Administración. Bajo el título de Organizaciones, seleccioná… Continue Reading Ana Inés Urrutia’s Article on their blog...

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Absence Manager 101
Oct03

Absence Manager 101

Introducing Absence Manager feature within Dynamics 365 Human Resources with a quick video 🙂 Continue Reading Ana Inés Urrutia’s Article on their blog Absence Manager 101 Introducing Absence Manager feature within Dynamics 365 Human Resources with a quick video 🙂 Blog Syndicated with Ana Inés Urrutia’s...

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I invite you to: South Coast Summit
Oct03

I invite you to: South Coast Summit

I’ll be taking part in the South Coast Summit in a couple of weeks and I’m super happy to present my first in-person session: Into the unknown: Dynamics 365 Human Resources. I’ll be meeting some amazing human beings that supported my path into this community and for sure we’ll have some fun. If you are interested in knowing a bit more about it I strongly suggest you visit the following… Continue Reading...

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Gestionar ausencias y bajas con Absence Manager
Oct03

Gestionar ausencias y bajas con Absence Manager

En algunos escenarios no siempre el jefe directo es quien gestiona y administra las ausencias de un equipo. Tan frecuente es esta situación que Microsoft decidió crear un nuevo feature que permite resolver este desafío de forma sencilla y cómoda. Se llama Administrador de ausencias, aunque en inglés suena bastante más cool y atinado: Absence Manager – y es el que voy a usar de ahora en… Continue Reading Ana Inés...

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A speaker's journey: Scottish Summit enabling career growth
Sep05

A speaker's journey: Scottish Summit enabling career growth

Last year of the Scottish Summit I had the pleasure to be part of the selected speakers and also take part as a volunteer and mentor. I shared a session around my beloved Dynamics 365 Human Resources (you can check it here: Ana Inés Urrutia – D365 HR Scottish Summit) and also monitored the Italian track. Malin and I got the chance to work together mentoring two amazingly talented ladies -… Continue Reading Ana Inés...

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Analytics: Skill gap analysis
Sep03

Analytics: Skill gap analysis

Skill Gap Analysis There are two types of skill gap analysis, one is for managers to see their employees against jobs, the other is for HR to see any employee against jobs. Both use the same interface, but can be accessed from different places in the system. Skill gap analysis from the Manager self service workspace With the Skill gap analysis, you can see how a person’s skill is… Continue Reading Malin Martnes’s Article...

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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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I invite you to week365
Aug18

I invite you to week365

Next month week 365: Uma semana repleta de conhecimento Microsoft will be happening and I’ll be presenting a session around Dynamics 365 Human Resources. Please have a look at the webpage to make sure you register, see the agenda and separate some time to attend the great sessions. Register here: Continue Reading Ana Inés Urrutia’s Article on their blog 👋 I invite you to week365 Next month week 365: Uma semana repleta de...

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#WomenITPros EMEA | Accelerating your career through mentorship
Aug17

#WomenITPros EMEA | Accelerating your career through mentorship

I had the pleasure to be a part of #WomenITPros EMEA with Carolina de Sá Luz and Nina Desnica. We discussed and shared a bit about career changes, mentorship (you will listen to my favorite mentor’s name: Malin, and of course I had the chance to share a bit about Dynamics 365 Human Resources. In case you want to get involved with #WomenITPros… Continue Reading Ana Inés Urrutia’s Article on their blog #WomenITPros...

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Global Address Book 101
Aug13

Global Address Book 101

In the following lines, you will find an overview of the Global Address Book concept, that’s key for any implementation regarding Dynamics 365 applications. What is the Global Address Book? Where the magic relies on. This means where is located all the master data regarding an organization. This master data could be people (internal and external) or organizations that are connected or work… Continue Reading Ana Inés...

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D365HR: 8 free training resources.
Aug06

D365HR: 8 free training resources.

One of the things I value the most from the Microsoft ecosystem is the possibility to learn. Diving and exploring into Microsoft Learn I found out some free training modules regarding Dynamics 365 Human Resources I want to make sure you add to your toolbox. It was a nice surprise to find good resources about the solution I love. What to expect from this article? A module, a link, a… Continue Reading Ana Inés Urrutia’s...

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D365 HR: 3 solved scenarios
Aug02

D365 HR: 3 solved scenarios

In this article, I’m planning to share with you why Dynamics 365 Human Resources should be part of your solution box while facing a customer or prospect. Three of the main challenges that most of the companies face are listed here, as well as the solution we can provide by implementing D365 HR. Are you ready? Let’s go for it! We are going to divide our challenges by role. Starting with… Continue Reading Ana Inés...

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Hierarchies in D365 HR
Jul25

Hierarchies in D365 HR

One of the greatest things that we have within D365 Human Resources is the opportunity to take advantage of hierarchies in several ways. In this article, I’ll share 2 types of hierarchy you can find inside the solution to build your organizational structure as you like. Let’s start from the basics: what is an organizational hierarchy? Is a structure where the relationship between employees,… Continue Reading Ana Inés...

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Fusión de la Infraestructura: Un solo set de D365 HR
Jul16

Fusión de la Infraestructura: Un solo set de D365 HR

Hace unos días salieron las novedades de la segunda ola sobre soluciones de Microsoft. Puedes ver un breve resumen aquí sobre los anuncios de Dynamcs 365 HR: D365 HR 2021 | Wave 2: Release Notes (anainesurrutia.com) El esfuerzo e inversiones del equipo de producto son MUY buenos y demuestran solidez en la solución, lo que me hace inmensamente feliz. Hasta hace poquito, aquellos… Continue Reading Ana Inés Urrutia’s Article...

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I invite you to: Pakistan User Group – Urdu Hindi Bootcamp 2021
Jul16

I invite you to: Pakistan User Group – Urdu Hindi Bootcamp 2021

I’m happy to invite you to this great event with an awesome line-up. As a keynote speaker, we have Muhammad Alam, yes. Corporate Vice President, Dynamics 365 at Microsoft. ⏰ When: From Friday 30/July till Sunday 1/August. Where: Microsoft Dynamics 365 Urdu Hindi Bootcamp 2021 | Meetup Who: Urdu Hindi Bootcamp 2021 – Pakistan User Group (pakistanug.com) A sneak peek of the agenda… Continue Reading Ana Inés Urrutia’s...

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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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D365 HR 2021 | Wave 2: Release Notes
Jul14

D365 HR 2021 | Wave 2: Release Notes

WOW! What a release! I’m happy about this one as LOT of new features were added and we also have some BIG news. Let’s surf this wave together 🙂 Areas of focus: HCM ecosystem: keep opening it through integration APIs and strategic partnerships. Employee experience: delivering a better experience and migrating it to workflow(s). 3. App unification: simpler and better ALM tooling and… Continue Reading Ana Inés...

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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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Together we stand: at least 7 Microsoft solutions for HR
Jul06

Together we stand: at least 7 Microsoft solutions for HR

A few days ago I created a poll on LinkedIn and Twitter to find out how many Microsoft solutions people think exist to support today’s Human Resources challenges. Look at the results! – LinkedIn – – Twitter – I felt inspired to create this article that I hope you like as much as I did writing it. Is longer than usual but it will help you to broaden your horizons and keep in mind how much we…...

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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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Discover your hidden stars with D365 Human Resources
Jul01

Discover your hidden stars with D365 Human Resources

If I tell you that there’s talent hiding in your company and that you don´t necessarily need to go out and invest in external recruitment when you’ve got a new opening sounds like a lie? Well, let me tell you that with Dynamics 365 Human Resources is possible and I’ll show you how in several ways. Business scenario ´The Power Company´ is hiring different positions: Sales Manager, Chief… Continue Reading Ana...

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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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️ HR Vision: Podcast #03 – HR as a function
Jun30

️ HR Vision: Podcast #03 – HR as a function

FourVision has a podcast!! And I was invited to take part in it. I had a great time with Ivo discussing Human Resources as a function celebrating the third episode of HR Vision. Expect a relaxed conversation about Human Resources trends, challenges, opportunities, and of course laugh. Because I laugh a lot Find it here: iTunes: Spotify: Continue Reading Ana Inés Urrutia’s Article on their blog 👁️ HR Vision: Podcast #03 –...

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NTN#94: Podcast con Bruno y Juan! ✈️
Jun21

NTN#94: Podcast con Bruno y Juan! ✈️

Bruno Capuano y Juan Quijano me han invitado a formar parte del podcast ´No tiene nombre´ y el resultado lo podes escuchar por acá: Eso si, espera mucha información sobre aviones, discusiones sobre bienestar en tiempos de pandemia y por supuesto Dynamics 365 Human Resources y Power Platform. Continue Reading Ana Inés Urrutia’s Article on their blog NTN#94: Podcast con Bruno y Juan! ✈️ Bruno Capuano y Juan Quijano me han invitado...

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[Guest Blog] The Hidden Power of Mentoring: A Personal Collection of Lessons Learned
Jun18

[Guest Blog] The Hidden Power of Mentoring: A Personal Collection of Lessons Learned

I’m part of the Tech Community blog! I released a blog about the hidden power of Mentoring. If you want to read it just follow this link and you’ll find the magic: The hidden power of mentoring: a personal collection of lessons learned. (microsoft.com) What do you think about Mentoring? Do you have any advice? Do you want to mentor? Continue Reading Ana Inés Urrutia’s Article on their blog [Guest Blog] The Hidden...

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Let's extend D365HR!
Jun12

Let's extend D365HR!

This works pretty much the same as movie title translation. You’ve got one in Spanish and a completely different one in English. My latest post about extending D365HR is out in Spanish and you can find it here: ¿Extender? Sí, extender. (anainesurrutia.com). I decided this was a good opportunity to write in English as well. So here you go. We all know that D365HR is a solution built to… Continue Reading Ana Inés...

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¿Extender? Sí, extender.
Jun12

¿Extender? Sí, extender.

Hoy comparto con ustedes una entrada para plantear un tema sobre la mesa: personalización de Dynamics 365 Human Resoures. Más precisamente vamos a centrarnos en agregar espacio de trabajo/módulo, PowerApp o un sitio web a la solución. Si bien es completa, y abarca un montón de realidades, es probable que tengas que adaptarla tu compañía. En ese escenario es que entra esta alternativa…. Continue Reading Ana Inés Urrutia’s...

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MVP Spotlight – Hello World @Microsoft TV
Jun12

MVP Spotlight – Hello World @Microsoft TV

I was a part of Hello World today and it was amazing! If you want to take part, review past episodes or join the broadcast review the link and have fun. What happened during this episode: Welcome words from April Dunnam and Sweeky Satpathy Pierre Roman talked a bit about Faking DDN I was part of the MVP Spotlight with Glauter Januzzi Cynthia Heng was interviewed by Laurent… Continue Reading Ana Inés Urrutia’s Article on...

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After party: Bizz Summit ES 2021
Jun06

After party: Bizz Summit ES 2021

Igual que con Scottish Summit, comparto un post con ustedes sobre el after party del Business Applications Summit España. ¿Qué es un after party en este blog? El post, donde te cuento un poquito del evento y donde encontrar la información para que puedas aprender. Cómo sucede en estos tiempos la creatividad cobró vida, y lo que yo esperaba como un evento online fue un híbrido hermoso…. Continue Reading Ana Inés Urrutia’s...

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Me invitaron a xpp.dev el podcast!
Jun06

Me invitaron a xpp.dev el podcast!

Tuve el gusto de formar parte del podcast de xpp.dev y conversé un poco con Juan Antonio Tomás y Adrià Ariste sobre de todo un poco, tecnología, cultura, restaurantes, y muchas cosas más. Si queres ver la grabación del episodio en Twitch podes encontrarlo por acá: Episodio 12: Ana Inés Urrutia y #MSDyn365HR – Twitch Y para encontrar el episodio en plataformas digitales te invito a… Continue Reading Ana Inés Urrutia’s...

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VIVA la vida | Probando MS Viva Ideas en Microsoft Teams
May30

VIVA la vida | Probando MS Viva Ideas en Microsoft Teams

Alguno de ustedes sabrán que tenemos una nueva solución desarrollada por Microsoft dedicada para mejorar la experiencia del colaborador y su engagement: Microsoft Viva. Se consolida como una nueva solución y que – como una mesa – tiene cuatro patas. Viva Topics Viva Connections Viva Learning Viva Insights Hoy me desperté con ganas de probar el único feature (creo) que… Continue Reading Ana Inés Urrutia’s...

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BIZZ Summit ES 2021
May20

BIZZ Summit ES 2021

Qué haces el 4 y 5 de junio? Y si en lugar de dormir toda la mañana te apuntas a unas lindas sesiones – gratuitas – con expertos? Hay tanto en este evento que te va a costar elegir. Cada vez falta menos para Business Applications Summit España – El mayor festival de Bizz Apps de España y tengo el gustazo de formar parte. No solo hay un montón de sesiones interesantes en diferentes… Continue Reading Ana Inés...

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D365HR: Entendiendo los campos de fecha y hora ⏰
May17

D365HR: Entendiendo los campos de fecha y hora ⏰

Siempre es bueno entender cómo es que funcionan los campos dentro de D365HR, no voy a explicarte el backend, pero si echar un poco de luz para diferenciar estos campos y cómo utilizarlos. Hay 3 tipos de campos relacionados con fecha y hora. 1. Fecha y hora Contienen información combinada entre la fecha, la zona horaria y la hora. Es el tipo de campo recomendado cuando es necesario… Continue Reading Ana Inés Urrutia’s...

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