Dynamics 365 Customer Insights
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…
Category: Dynamics 365 Customer Insights
Dynamics 365 Customer Insights
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…
Dynamics 365 Customer Insights
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…
Dynamics 365 Customer Insights
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…
Dynamics 365 Customer Insights
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,…