The D365HR Journey: Leave and Absence ️
Apr12

The D365HR Journey: Leave and Absence ️

Welcome to another episode of The D365 HR Journey, today spotting the Leave and Absence module. A quick overview of features and analytics related to leave and absence of the workforce. Why I love it? Quick overview of all plans Easy way to see enrollments Simple creation of plans Assign to employees/contractors button BONUS: Analytics! They are just gold, go over the video recording… Continue Reading Ana Inés Urrutia’s...

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The D365HR Journey: Personnel Management
Apr08

The D365HR Journey: Personnel Management

Hey there! Welcome to the Personnel Management episode of the D365HR Journey. I can´t deny it, this is my absolute favorite one! In the past – as an HR Analyst I needed to track all worker’s information in Excel spreadsheets, and that was exhausting… when I just started working with D365HR I find out about this module and it solves all of my immediate issues, hence I fell in love with the… Continue Reading Ana...

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Aprendemos todos: MS Learn en español
Apr07

Aprendemos todos: MS Learn en español

Hace un montón que no escribo en español! Tenía ganas de volver con una entrada sobre cómo – aquellos que no se sienten cómodos con el inglés – pueden acceder a recursos de aprendizaje al rededor de Power Platform y Dynamics. Si no sabes por donde empezar, y queres aprender sobre tecnología – desde el rol que sea – hay una herramienta que puede acompañarte: Microsoft Learn. Podes… Continue Reading Ana...

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The D365HR Journey: Manager Self-Service
Apr05

The D365HR Journey: Manager Self-Service

Welcome to the third episode of the D365HR Journey, this one I’m showing you Manager Self-Service. This is a great one, it helps to manage employees in a simple, easy, and intuitive way. Why I love it? Managers updated with the latest request for employees Easy overview of reporting workers Separate sections for every HR process Overview of second-line reports processes and requests … Continue Reading Ana Inés...

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Happy First Year
Apr04

Happy First Year

It’s been a year since I launched this webpage. What was the idea behind it? To share my experience and try my best to support other’s paths. I think it was worth it. I’ve been sharing tech, personal, transformation, and more tech content with you all, some of the articles have been in Spanish but most of them in English – I promise I’ll start sharing more content in Spanish soon 🙂 Still… Continue...

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The one with the Dataverse Integration
Apr03

The one with the Dataverse Integration

I’ve been working lately with my favorite Landlord, a.k.a. Laurynas Merkelis | LinkedIn, on a secret mission. Is the first time we work on a project together and even when is recent, I’m already facing lessons learned. So I tried to summarize them and create an article from most of them, the first lesson is The one with the Dataverse Integration. Let’s go through the process – that you can… Continue...

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The D365HR Journey: Employee Self-Service
Mar31

The D365HR Journey: Employee Self-Service

Second episode on The D365HR Journey, in this case, we are going to cover Employee Self-Service. I’m completely in love with this module because of how easy is for employees to manage their own request and edit information – believe it or not – this is a massive pressure release for HR People. Why I love it? Employees are free to update their own information Easy overview of accrued leave… Continue Reading Ana...

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⚡️ Power Platform Starter Days ⚡️
Mar29

⚡️ Power Platform Starter Days ⚡️

Hello everyone! I’m more than happy to introduce you Power Platform Starter Days. An event created for starters looking for a job in tech. The idea behind this whole event is to help people land a job in tech. What is it? A 4-weekend event designed to support people interested in starting a job in tech. What should you expect as an attendee? Learn about different technologies around… Continue Reading Ana Inés...

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The D365HR Journey: People
Mar28

The D365HR Journey: People

First episode of The D365HR Journey: about the People module/workspace within Dynamics 365 Human Resources. Why I love it? All in one dashboard full of information Hierarchy view Simple interface Full of useful information for managers BONUS: Easy way to verify employment https://video.wixstatic.com/video/135432_1a4d0c82588649fda89f69bfc6093971/1080p/mp4/file.mp4 Feel free to drop… Continue Reading Ana Inés Urrutia’s...

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⚡️ The D365HR Journey ⚡️
Mar28

⚡️ The D365HR Journey ⚡️

Hi everyone! I’m super excited to announce an upcoming video series I decided to call The D365HR Journey. For those who don’t know yet Dynamics 365 Human Resources will be a short and very useful series of video recordings diving into the modules. For those who already know D365HR this might be a good refresh Our first stop will be the People module. These videos are less than 5 minutes… Continue Reading Ana Inés...

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4 challenges : 1 solution = D365 HR
Mar25

4 challenges : 1 solution = D365 HR

It’s been a while since my latest post and I wanted to come back with a strong post just to remind the whole idea behind this blog: Dynamics 365 Human Resources rocks ✊! I can´t deny it, I’m a challenge solver. I tend to analyze my personal experiences within HR departments and roles I’ve worked on before and try to think about how I could use technology to make things easier. Lesson… Continue Reading Ana Inés...

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Scottish Summit 2021 – The After Party
Mar02

Scottish Summit 2021 – The After Party

Hi everyone! In case you miss any Scottish Summit 2021 session, here is the channel where you can find the recordings: Scottish Summit – YouTube. Make sure you take advantage of all the shared knowledge from people all over the world. There are great presentations, and more will be uploaded soon in multiple languages. Below you’ll find my session. In this presentation, I cover the three… Continue Reading Ana Inés...

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Hiring made easy:  Hands-on
Feb23

Hiring made easy: Hands-on

Welcome to this new format I decided to share with you all. I decided to start with pain point #1 for Human Resources: Hiring process. In the recording, you’ll watch me hire an employee and accessing the record with all the information. https://video.wixstatic.com/video/135432_0001ce5abaa643b2844fb6ebe728fd66/1080p/mp4/file.mp4 Hope you like it! Continue Reading Ana Inés Urrutia’s Article on their blog Hiring made easy: 👉...

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Mobile experience: D365 HR Teams App.
Feb10

Mobile experience: D365 HR Teams App.

I wanted to share with you the employee experience with the Teams App for Dynamics 365 Human Resources. But before we need to set up everything to make this happen, make sure you follow these links. Install the App: Manage leave requests in Teams – Human Resources | Dynamics 365 | Microsoft Docs Enable notifications for HR App in Teams: Human Resources app in Teams – Human Resources |… Continue Reading Ana Inés...

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The Power Chatform ☕️ | We´re all inmigrants
Feb09

The Power Chatform ☕️ | We´re all inmigrants

A few weeks ago, the great MCJ, invited me and Larry to chat about everything. We talked about a lot of stuff, professional and personal – because we can´t separate work from life, right? I invite you to follow these steps: Go and get Larry and MCJ on social: Matt Collins-Jones | LinkedIn Matt Collins-Jones – YouTube Matt Collins-Jones | MCJ (@D365Geek) / Twitter Laurynas… Continue Reading Ana Inés Urrutia’s...

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My favorite D365 HR Analytics
Feb08

My favorite D365 HR Analytics

The inspiration for this entry: my younger self. This is the kind of content I would have liked to read when entering the world of Human Resources instead of a massive amount of hours reading about interview techniques. Ok, so what brings us today here is one of the golden tools that we can use in HR – and in life – to work smarter and with a solid base: Analytics. Is not new that Analytics… Continue Reading Ana Inés...

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D365 HR 2021 | Wave 1: Release Notes
Jan27

D365 HR 2021 | Wave 1: Release Notes

The world is frozen, and we can’t go on vacation, BUT there’s a wave we can ride: Release Notes Wave 1, get ready to surf it Based on the official release notes, I created a resume of the new features coming for Dynamics 365 Human Resources in this wave: April to September 2021. Feel free to scroll to the bottom and find the complete notes. With the introduction done, let’s go to the… Continue Reading Ana Inés...

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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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D365 HR | Chapter 39: Custom links.
Jan25

D365 HR | Chapter 39: Custom links.

Let’s picture that your company has – as usual – more than one platform/solution to manage employee processes, the first example that comes to my mind is a Benefits Portal, but there are lots of possibilities. In this episode of D365 HR Series, we will take a look at Manager Self-Service and try to customize it to your demand. Add custom links to ESS and MSS is very simple and easy, and… Continue Reading Ana...

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⚡️ D365 F&O Summit 2021 is here!
Jan20

⚡️ D365 F&O Summit 2021 is here!

I’m so happy to tell you we will have an amazing summit for Finance and Operations – and other Dynamics solutions – upcoming in 2 weeks. We are closing the month of January with an amazing lineup and great sessions. The event will take place on the last weekend of the current month and there are some sessions you can´t miss. Check this link to see the agenda for three days: Dynamics 365… Continue Reading Ana...

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D365 HR | Chapter 38: Personal Search Report.
Jan19

D365 HR | Chapter 38: Personal Search Report.

A new entry, and this edition we are going to talk about Personal Search Report. This Personal Search Report (from now on: PSR) falls into GDPR (General Data Protection Regulation), this regulation protects personal data. As in Dynamics 365 Human Resources, we are managing personal information about the employees GDPR is one of the policies we need to cover. In case you want to read a bit… Continue Reading Ana Inés...

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Tool kit Series | Competencies and development
Jan18

Tool kit Series | Competencies and development

Once again we met, in this case, we will talk about competencies and development. The fun behind these two features in Dynamics 365 Human Resources is to use them in your favor. They will help you compare the skill set for a job and the abilities of a worker, trying to find the perfect match! As you know, Employee Self-service, along with Manager Self-service are two great challenge-solver… Continue Reading Ana Inés...

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Tool kit Series | Leave and Absence
Jan11

Tool kit Series | Leave and Absence

Introducing the second article of this short series: Tool kit. In this edition, we are going to focus on Leave and Absence. You already know the features of the module in Dynamics 365 Human Resources, and if not make sure you visit this article: D365HR Series | Capítulo 12: Bajas y Ausencias. (anainesurrutia.com) is in Spanish, but you can easily translate it to any language. In a few… Continue Reading Ana Inés Urrutia’s...

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⚡️ DynamicsCon is arround the corner!
Jan08

⚡️ DynamicsCon is arround the corner!

Hi everyone! DynamicsCon is around the corner and there are LOTS of amazing sessions. This is a huge tool for learning, sharing and knowing the community. So in case you are wondering how to celebrate the year anniversary of COVID (March 16 to 18), I strongly suggest you save the dates and enjoy this great event. If you don´t know the system, it works this way: the speakers submit… Continue Reading Ana Inés Urrutia’s...

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D365 HR | Chapter 37: Cooking with Virtual entities.
Jan08

D365 HR | Chapter 37: Cooking with Virtual entities.

Ok, great. In the past article, I showed you how to turn on integration with CDS from D365 HR, but now I want to complete the entire process and show you how to enable virtual entities tables in your environment. Follow the steps, they are a LOT, I know. But is worthy, believe me – I know you do . First thing to do: Enable the Feature: Virtual Entity support in HR/CDS. Go here EN D365 HR |… Continue Reading Ana Inés...

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Tool kit Series | Personnel Mgmt Starter Pack
Jan08

Tool kit Series | Personnel Mgmt Starter Pack

I’m starting this Tool kit series with the Personnel Management Starter Pack. You will need this in order to start working properly with your environment, it will be a bit basic for some of you, but I hope it helps. I will walk you through some basic but needed steps: Jobs: a quick guide to create jobs. In the Personnel Management module, go to the Links tab and select Jobs. 2…. Continue Reading Ana Inés Urrutia’s...

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Announcing Tool kit Series
Jan06

Announcing Tool kit Series

I’m happy to announce I’ll be sharing a short hands-on series with you all providing a quick and fresh start into my beloved Dynamics 365 Human Resources. We will start with Personnel Management, going through Leave and Absence, Compensation, Benefits, Competencies and Development, and closing with a hidden gem I’m sure you will love. Feel free to drop your doubts or share your knowledge…. Continue Reading Ana...

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EN D365 HR | Chapter 36: DataVerse tables and Integration.
Jan05

EN D365 HR | Chapter 36: DataVerse tables and Integration.

As many of you may know, D365HR is a solution that provides lots of tools for HR teams to be more effective and work smarter. One of the main principles – or at least something that I value the most – is the possibility to integrate it with other solutions and extend it. The path to do it is through Common Data Service DataVerse. What I wanted to share with you are the modules that are… Continue Reading Ana Inés...

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I invite you to D365 F&O Summit 2021
Dec28

I invite you to D365 F&O Summit 2021

Hey there! Is time to invite you to the Dynamics 365 Finance Operations Summit 2021! Make sure you save some time in January because there are lots of amazing speakers sharing knowledge about Microsoft Technology. I’m more than happy to announce I’ll be presenting my classical presentation, in my mission to continue spreading the word about this AWESOME solution: Let’s talk D365 HR… Continue Reading Ana Inés...

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✨ T H A N K Y O U, 2 0 2 0 ✨
Dec28

✨ T H A N K Y O U, 2 0 2 0 ✨

I’m taking a moment to say thank you for everything to 2020, and to everyone who supported my path to make things possible. I’m happy to belong to a community that constantly helps and supports new members. Starting working in/with the Microsoft world has been one of the greatest decisions I’ve ever made. I feel grateful, inspired, and blessed. 2021 will be a year full of content and new ways… Continue Reading...

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I invite you to: #SCOTTISHSUMMIT2021
Dec21

I invite you to: #SCOTTISHSUMMIT2021

I’m super happy to announce I’ll be participating in Virtual Scottish Summit. I’ll be presenting D365 HR Starter Pack in my mission to continue spreading the word about this AMAZING solution. There are speakers from all over the world, in many languages, so there are no excuses to learn and share! ✍️ Take notes of the highlights you MUST remember: Date: 27 February 2021. 2…. Continue Reading Ana Inés...

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✨LATAM got homework
Dec11

✨LATAM got homework

Yesterday a new episode of Azure en el Bar happened and the amazing Dona Sarkar gave us homework. This is one of the reasons I’m in love with the Microsoft Community There are 3 easy steps to find your greatest version while improving your skills and learning new stuff. Make sure you follow them to conquer an amazing and powerful career ⚡️ #1: Watch the recording and previous episodes. <a… Continue Reading Ana Inés...

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EN D365 HR | Chapter 36: Performance Management
Dec09

EN D365 HR | Chapter 36: Performance Management

We are heading to the end of the year, and this means that some cycles are coming to an end. It is for me, the perfect moment to reflect on Performance Management. Some companies take advantage of the end of the gregorian calendar to recap reviews, goals, learning curves, and improvement points for employees. Other companies are just too busy with the end of the year to focus on this process,… Continue Reading Ana Inés...

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Dynamics FREE Learning Resources
Dec07

Dynamics FREE Learning Resources

In this entry, I share with you a collection of resources available to start learning or upgrade your knowledge about Dynamics for Human Resources. Remember that: These are FREE resources These are official resources from Microsoft Microsoft Learn This is one of my favorites resources ever. When I just started being involved in the Microsoft worlds, this platform literally saved me…. Continue Reading Ana Inés Urrutia’s...

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EN D365HR Series | Chapter 35: Licensing (Dec 2020)
Dec04

EN D365HR Series | Chapter 35: Licensing (Dec 2020)

Once in a while is good to take a look at the licencing for Dynamics 365. In this entry I’ll share some useful resources I think will bring light to your doubts. Keep in mind: The licensing is per user We have different licensing depending on the role the worker will develop You can’t buy only 1 license, minimum is 5 Before jumping into any conclusion from non-official information… Continue Reading Ana Inés...

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D365HR Series | Capítulo 34: Logo corporativo.
Dec02

D365HR Series | Capítulo 34: Logo corporativo.

D365 HR se trata de entregar una experiencia agradable y personalizada al cliente. Esto significa que el contacto que los equipos de HR tengan co la plataforma debe ser: Simple Agradable Familiar Sobretodo resolver los desafíos que enfrentan cotidianamente. Sabemos que es una experiecia sencilla y simple porque resuelve de forma fácil. Entrega a los generalistas o analistas de HR… Continue Reading Ana Inés Urrutia’s...

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EN D365HR Series | Chapter 34: Corporate logo.
Dec02

EN D365HR Series | Chapter 34: Corporate logo.

D365 HR is about delivering an enjoyable and personalized customer experience. This means that the contact that HR teams have with the platform must be: Simple Nice Familiar Above all, solve the challenges they face on a daily basis. We know that it is a simple and simple experience because it solves easily. It provides HR generalists or analysts with everything they need to carry out… Continue Reading Ana Inés Urrutia’s...

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D365HR Series | Capítulo 35: Campos customizados.
Nov30

D365HR Series | Capítulo 35: Campos customizados.

Supongamos que planificas implementar D365 HR como viene, de cajita. Los campos mandatorios los vas a usar todos, no tengo dudas. Pero es posible que la realidad de tu compañía – o la de tu cliente – requiera alguna customización. Tranquilos todos, una de las opciones que podemos utilizar es la de campos customizados. En esta entrada te cuento un paso a paso de cómo adicionar campos… Continue Reading Ana Inés...

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EN D365HR Series | Chapter 35: Custom fields.
Nov30

EN D365HR Series | Chapter 35: Custom fields.

Let’s say you plan to deploy D365 HR as it comes, out of the box. You are going to use all the mandatory fields, I have no doubts. But it is possible that the reality of your company – or that of your client – requires some customization. Relax everyone, one of the options that we can use is that of custom fields. In this post, I will tell you a step by step on how to add custom fields to… Continue Reading Ana...

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⚡️ My #2020RecapChallenge ⚡️
Nov30

⚡️ My #2020RecapChallenge ⚡️

Amazing things happen when I swim, yesterday I was swimming and thinking about this year… And a great idea popped up, and I decided to call it #2020RecapChallenge We all know this year has been weird, at least for me was a rollercoaster. So why not close it with a nice analysis? Keep reading to know more. What is #2020RecapChallenge? A summary for every month of 2020, but December, I’m… Continue Reading Ana Inés...

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My experience with PVA: an ongoing Journey.
Nov11

My experience with PVA: an ongoing Journey.

You all may know I’m not a software engineer, this means that every time I decide to learn something tech-related I face some challenges. This is not a complain: I’m super proud about it. Welcome to this new entry about my experience with Power Virtual Agents When I had my first meet up session with Alex Rostán – AWESOME MVP – back in middle September, I shared content about D365 HR and Alex… Continue...

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D365HR Series | Capítulo 32: Accesibilidad.
Oct21

D365HR Series | Capítulo 32: Accesibilidad.

Accessibility features – Finance & Operations | Dynamics 365 This topic describes the functionality that is designed to help users who have various disabilities use this app. For example, there are features for people who use sight-assistive technologies such as Microsoft Windows Narrator. Every field and control has a label and a description of applicable shortcuts. Continue Reading Ana Inés Urrutia’s Article on...

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✨ Recruit as a PRO: LinkedIn Talent Hub
Oct20

✨ Recruit as a PRO: LinkedIn Talent Hub

I hope this article finds you as excited as I am for the news I’m about to share… I’ve been expecting this news since I started working with D365 HR, and we finally have it between us: WELCOME LINKEDIN TALENT HUB. Disclaimer I: these features are in public preview, you can use them as a part of your trial or sandbox environment, but no in production. Disclaimer II: the functionality is… Continue Reading Ana...

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D365HR Series | Capítulo 31: Habilitar features.
Oct19

D365HR Series | Capítulo 31: Habilitar features.

Una de las grandes ventajas de trabajar sobre Dynamics 365 Human Resources – y con el resto de los productos de Microsoft – es la posibilidad de dar feedback, sugerir ideas al equipo de producto en base a necesidades de los clientes. En resúmen identificar oportunidades de mejora y ejecutarlas. El trabajo es conjunto entre clientes + partners + Microsoft y los resultados son buenos. El… Continue Reading Ana Inés...

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D365HR Series | Capítulo 30: Estructuras.
Oct16

D365HR Series | Capítulo 30: Estructuras.

Uno de los grandes desafíos de HR es lograr tener un organigrama actualizado. En algunas compañías existen organigramas en base a roles/puestos de trabajo, en otras se diseñan en base a departamentos y en algunos casos – muy raros y entreverados – en base a personas. Elegir una opción, o descartar otra puede tener riesgos. Armar el organigrama en base a colaboradores puede implicar que,… Continue Reading Ana Inés...

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Community Call: Please vote this idea.
Oct14

Community Call: Please vote this idea.

Hey everyone, I don´t do this often but I think we need to make this work together! You may know that there’s a chance to provide feedback and ideas for Microsoft products. Sharing your experience, and being able to provide feedback will help to develop a better product and experience for our clients, and this is the major goal for all of us, right? In case you need to post your ideas you… Continue Reading Ana Inés...

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D365HR Series | Capítulo 29: Smart decisions.
Oct14

D365HR Series | Capítulo 29: Smart decisions.

De las mejores cosas que he aprendido en este camino, y que sigo aprendiendo, es la de tomar decisiones de forma inteligente. ¿Qué implica esto? Usar la tecnología a nuestro favor para elegir un camino u otro, pero siempre el camino correcto. La única forma de hacerlo es a través de indicadores o elementos que midan realmente lo que está pasando. Al obtener estos indicadores podemos… Continue Reading Ana Inés Urrutia’s...

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I invite you to: Start.Dev.Change.
Oct13

I invite you to: Start.Dev.Change.

Hey friend, what are you going to do on October 14th and 15th? Let’s be honest, a chapter of your favourite series is about 45-ish minutes, right? And I’m pretty sure you watch more than one, right? I think I know you so well… Whaaaat if I told you that for the same amount of time – or less – you will be able to attend some amazing sessions in Start.Dev.Change.? What’s is

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I invite you to D365 Global FinOps Community Conference 2021.
Oct13

I invite you to D365 Global FinOps Community Conference 2021.

Hello again! Is so nice to have you here. I want to share with you some really awesome news… Global FinOps Community Summit is going to start on the 15th January 2021 and will continue for the complete month, guess who’s closing? Dynamics 365 for Human Resources! I’m soooo happy about that. The goal of the event is to share, learn and exchange experiences based on Dynamics 365 Finance… Continue Reading Ana Inés...

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Teams Series | Capítulo 5: Project Oakdale
Oct01

Teams Series | Capítulo 5: Project Oakdale

Esta entrada es mi favorita de toda esta serie, por ahora. Porque combina 2 (o más) soluciones y acompaña la necesidad de hacer todo el trabajo en un solo hub. Personalmente amo no tener que switchear entre una plataforma y otra. Freak control: tener todo ordenadito y en un solo lugar me hace feliz. Aparte de las opiniones personales, hablemos de Oakdale, no sin antes contarte de lo que… Continue Reading Ana Inés Urrutia’s...

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