Cool Excel reports @ D365 HR
This two out-of-the-box reports are available for you to start using right away from Dynamics 365 Human Resources: Seniority list report and Workers hired in period report. Power BI embedded reports provide similar data, but won’t let you extract the results to Excel – I know you HR people, you love Excel. Let’s start the process. Log into Dynamics 365 Human Resources, and go to Personnel… Continue Reading Ana...
Pay for Performance
Today we are going to explore a feature that combines two interesting areas from Human Resources processes: compensation and performance. In this article we will discover the magic within Dynamics 365 Human Resources and Pay for Performance functionality. The main reason why Pay for Performance exist is for those cases where organizations want to combine employee performance to salary… Continue Reading Ana Inés Urrutia’s...
Microsoft Viva: Useful Resources
It’s been a long time since I posted about Microsoft Viva. Sometimes it’s challenging to stay updated with all the new releases Microsoft announces. Luckily I had some time to investigate and get back on track. Microsoft Viva is one of the platforms that has been revolutionizing the way we work on so many levels, it elevated the game for every organization. Multiple success stories can be… Continue Reading Ana Inés...
Power BI for Human Resources
I love Dynamics, but sometimes it’s great to look at what is available beside it. It’s also nice to understand what Microsoft is offering. While doing some research, I came across something super cool: Power BI for Human Resources. I’m not normally a fan of BI as it is completely outside of my comfort zone. If you want a little bit more about it keep reading. What we are going to discover… Continue Reading...
Am I breaking up with HR?
Since March 2018 I’ve been blogging and working with Dynamics 365 Human Resources, or Talent as it was called back then. It’s been quite a journey for me these years and I’ve learned so much and gotten to know many people, many of whom I now call friends. Much of it is thanks to D365 HR, I would not be where I am today without the system. I started with passing the new exam and realised… Continue Reading Malin...
Customise a journey in RTM
In Dynamics 365 Marketing things happen so fast that it can be hard to keep track of every new feature. Since April ’23 you have had the ability to customise columns shown in a real-time journey, so all the tagging and connecting to campaigns you’ve always wanted to do, is now possible. Let’s go through how you can customise the journey and what limitations there are. Editing the journey… Continue Reading Malin...
Dynamics 365 Customer Service Workspace
When delivering training on MB-230 Microsoft Dynamics Customer Service or talking about Dynamics 365 Customer Service, I often come across people who haven’t heard about the Customer Service Workspace (CSW). Many doesn’t know that it’s included in the customer service license and doesn’t require the omnichannel license. Every time I show this to someone working in customer service, they love… Continue...
New security roles admin
The screenshot above may be familiar to you. For the 10 years I’ve worked with Dynamics 365 CRM (yes, I still call it CRM) and Dataverse, the way we create and edit security roles has been the same. This has now changed! There’s finally a new way of doing security roles! One that doesn’t look like it’s a blast from the past. To find it you go to your environment -> settings -> security… Continue...
AI in Power Automate: Describe it to design it
I’m so excited about this article! We will dive together into the cool new feature from Power Automate: you describe the business process, and Power Automate builds it for you. But how does it work? According to Microsoft documentation (Create a cloud flow from a description (preview) – Power Automate | Microsoft Learn): This AI-powered feature uses a language model to create a cloud flow from… Continue Reading Ana...
Service-centric Cloud ERP and Human Resources implementations
As a person working within ERP projects, my main goal is to deliver not only Human Resources solutions but also to understand the full scenario and overall business challenges. It’s much more than just personnel management or leaves and absence, I like to think that our duty as consultants is to advise on a strategic level. And that is the reason for this post, in the following lines I will… Continue Reading Ana Inés...
Create a new workspace in D365 HR
In some business scenarios, Dynamics 365 Human Resources might gather features in a way your customer doesn’t. This could look like a stopper, but believe me, there is an excellent way to group functionalities in a custom new workspace. Today I’ll show you how to create a new workspace, add features and customize it. The only thing that you will need for this is the Dynamics 365 Human… Continue Reading Ana Inés...
Power Virtual Agents + GPT for D365 HR knowledge
My first try with Power Virtual Agents + GPT is here! It took me a bit as I had some issues with the tenant but now is sorted. I must say is a simple post, but super powerful. The cool thing is that you can apply this example to pretty much any business need. To try it, log into https://web.powerva.microsoft.com/. Once the page has loaded, select + Create a bot. You will have two options to… Continue Reading Ana Inés...
Power Apps Cards for starters
Are you new to Power Apps Cards? No worries, all of us are. The functionality is still new and updates are made constantly. In this guide, I summarize a couple of cool resources that are worth reading before jumping into it: What the hell are Power Apps Cards? Cards for Power Apps overview (preview) – Power Apps | Microsoft Learn What should I know before getting started? Requirements for… Continue Reading Ana Inés...
Post Power Apps Cards in Teams using Power Automate
In this blog, we will combine three powerful platforms: Power Apps Cards, Power Automate, and Microsoft Teams. If you feel a bit lost, don´t worry I’ve got you covered: Power App Cards + Dataverse (anainesurrutia.com). In my previous article, you will find an overview of Power Apps Cards and how to create one with Dataverse. Today I wanted to try new things and we are going to use Power App… Continue Reading Ana Inés...
MB-220 Configure marketing applications (15–20%)
The MB-220 certification is divided into 8 major sections. The first of these sections is all about configuring the application to work optimally. It contains the following four sub-sections; Configure the Dynamics 365 Marketing app Configure organization settings Configure and manage marketing settings Manage insights I referred to several blogs and learning materials in the
Skill-mapping profiles
How difficult is it for you or your HR customer to find the right people for the job openings? Let’s be real, some companies have made investments in recruiting platforms when the majority of the talent is already inside the company waiting for a promotion or career switch. Based on the research I’ve made, 40% of millennial employees expect a promotion within 1 to 2 years. Far from trying to… Continue Reading Ana...
Worker goals report
One of the coolest things we can do with Dynamics 365 Human Resources is play around with Development. This module is one of my favorites as I’ve been working on and migrating stuff lately. It’s sort of fun, and it provides a lot of nice functionalities. Today we will dive into the Worker goals report, this is a feature that was not available in the old infrastructure of Dynamics 365 Human… Continue Reading Ana Inés...
MB-220: Microsoft Dynamics 365 Marketing Functional Consultant
This entire blog once started because I couldn’t find the content I wished someone had written for the certification MB6-898 about the HR solution from Microsoft. I now do a lot of training for multiple products in the Microsoft world and I’ve been asked by a lot of students where they could find any content on the MB-220 Marketing certification. And I’ve so far had to tell everyone that… Continue Reading Malin...
When Power BI meets Dynamics 365 HR
There’s a tiny secret not a lot of people know: Dynamics 365 Human Resources provides an out-of-the-box integration with Power BI. Keep reading because it sounds more romantic than it actually is. The thing is that Human Resources departments often lack tools to display metrics (and sometimes even the metrics don’t exist) Microsoft understood that market needs very well, by providing Power BI… Continue Reading Ana...
Power Automate 101
There’s magic everywhere, even in Power Automate. At least twice a week I log into make.powerautomate to search for cool templates. My main idea is to find something and adapt it to the business scenario I have in mind. There’s a reason why I dive into templates and I’m going to admit it, if it’s already available, why should I create everything from scratch? Well, sometimes this approach… Continue...
Time's Up! Using expiration rules to manage leave in D365 HR
One of the most common questions during Dynamics 365 Human Resources implementation is the possibility to expire carry-forward balances from Leave and Absence plans. This is basically the elimination of absence that remained from previous periods. During the projects I’ve been involved in, I’ve seen a variety of leave types, plans, and accruals, but this topic is cross-country in most cases…. Continue Reading Ana...
Applicant resume report
I’ve been a fan of D365 HR for a long time now, but every time I discover a new feature I get easily excited to try it out and see how customers and partners can start using it. Today I’m presenting one feature that has become part of my top #10 already, you can find it in the Recruitment management module. The applicant resume report lets you extract the information from applicants based on… Continue Reading Ana...
Power App Cards + Dataverse
Have you tried Power Apps Cards already? These are great ways to display information and perform actions with them. In this post, I will share with you how to set up Power App Cards with Dataverse. Let’s start with the basics, what is Power App Cards? According to Microsoft documentation: Power Apps cards are micro-apps with enterprise data and workflows and interactive, lightweight UI… Continue Reading Ana Inés...
CV screening with AI Builder + Power Automate + Teams
Hi there! I am absolutely obsessed with AI Builder and its capabilities to read and extract information from various types of documents. Recently, I discovered a new use case for the tool – creating an AI model to read CV information about job candidates! With its “Extract Custom Information from Documents” feature, AI Builder is making it easier to gather valuable insights from resumes, cover… Continue Reading...
AI Builder + Power Automate: identity information management
Tired of manual, time-consuming processes when verifying job applicants’ identities? Enter AI Builder. This tool uses artificial intelligence to extract information from identity documents like passports, driver’s licenses, and more. With its ability to quickly and accurately process this information, it’s a game-changer for HR departments everywhere. Get ready to see how AI is revolutionizing… Continue Reading...
D365HR: Candidate Communication and Meetings
Is not a secret that recruiting features within Dynamics 365 Human Resources have been improving. If you have a Dynamics 365 Finance and Operations environment, you can easily check it out. If you don’t have an environment I recommend you deploy one over here: Get Started with Finance | Microsoft Dynamics 365 and enable the Recruitment management module in Feature Management. In this… Continue Reading Ana Inés...
The Power of Automated Leave & Absence Workflows
A workflow for leave and absence requests within Dynamics 365 Human Resources can automate the process of submitting, approving, and tracking employee leave requests. This can include the following steps: Employee submits leave request: The employee can use a form within Dynamics 365 to submit a leave request, including the start and end dates of the requested leave, the type of leave (e.g…. Continue Reading Ana Inés...
Welcoming like a Boss with Power Automate + DocuSign + Approval Workflows
So you want to learn how to send those fancy welcome emails to your candidates? No problem, follow the guide below. First things first, you’ll want to log in to make.powerautomate. Once you’re in, you’ll want to check out the templates by clicking on the templates tab. Now, you’ll see a search bar in the top right corner, just type in “Welcome email”. You’ll find a couple of options, I’m...
AI + Microsoft: The Future of HR
Hey there! Are you/your customers tired of dealing with repetitive HR tasks and looking for a way to streamline your processes? Look no further than AI + Microsoft. By integrating AI into your HR operations, you can automate repetitive tasks, improve efficiency, and make better decisions. In this article, we’ll explore some of the ways that AI can be used in HR and how the Microsoft platform,… Continue Reading Ana Inés...
Presales Resources: Dynamics 365 Human Resources
The implementation of a Human Resources (HR) system is a critical step for any organization looking to streamline HR processes and improve the employee experience. Dynamics 365 Human Resources is a powerful solution that can help organizations do just that, but getting started can be a daunting task. In this article, we will explore the resources available to support presales teams in their… Continue Reading Ana Inés...
AI Builder + Power Automate + Outlook + Teams
Ok, this is a fast and furious kind of post, because while I’m waiting for my plane to Uruguay I was looking for ideas but I discovered gold. What I’m about to share is something that you can do like right now. Let’s picture that the HR department receives a massive amount of emails every day, so it’s usual for them to forget to answer some of them. The problem is that some of those missing… Continue...
Power Automate: Translate case management requests
I’ve been in love with Power Automate for a while now. This means that I’m trying to use it for Human Resources scenarios and unleash the potential that the platform has. In this short blog, I’ll show you how we can use Power Automate to translate case management requests. Business case The Power Company is an organization with a workforce distributed worldwide. Even when there’s an HR… Continue Reading...
Onboard employees with Power Automate
I was trying to make something simple and fun. Thinking about HR challenges is something natural for me, that’s why I dived into the templates available in Power Automate and found something super simple but quite good. Sometimes simple is better. One of the most critical moments when starting a new relationship with your employee is to make them feel welcome and comfortable. With easy… Continue Reading Ana Inés...
Recruitment management within D365 HR
For Microsoft documentation go to: Recruiting overview – Human Resources | Dynamics 365 | Microsoft Learn Manage recruiting processes – Human Resources | Dynamics 365 | Microsoft Learn Recruit job candidates – Human Resources | Dynamics 365 | Microsoft Learn Continue Reading Ana Inés Urrutia’s Article on their blog Recruitment management within D365 HR For Microsoft documentation go to: Recruiting overview...
D365 HR: Benefits email notifications
Microsoft presented a very cool feature to send email notifications to employees and we are going to try it out! This feature will enable email notifications and reminders for workers in different scenarios. We are going to create just one template but bear in mind that you can create much more. ⚠️ REMEMBER TO ENABLE THE FEATURE ⚠️ Create a template Bear in mind that you can add as… Continue Reading Ana Inés Urrutia’s...
Power Automate Process mining for HR (2.0)
Microsoft recently announced this fantastic feature and I have been trying it little by little. Today I present you the 2.0 version of my previous post: Power Automate Process Advisor for HR (anainesurrutia.com). As you know, the Microsoft product team released this functionality, and because I wasn’t aware of the very basics I started slowly. Today I feel comfortable with you sharing a bit… Continue Reading Ana Inés...
Power Automate Process Advisor for HR
Yesterday Process Advisor was announced by Microsoft adding some functionality to the existing one that will bring joy and problems to all of us. If you want to check the official documentation check here: Microsoft announces preview of new process mining capabilities within Power Automate | Power Automate Blog First of all, know that for this functionality you will need transactional data…. Continue Reading Ana Inés...
Testing Power Apps Cards for HR Challenges.
As you can see I’m learning all sorts of Power Platform stuff. In this article, we will go through the new Cards (preview) functionality. I choose to try it out with a simple scenario. Let’s create a simple card to gather information about food allergies. Log into make.powerapps and from the menu on the left select Cards. Then go to +Create a card. A new tab will open and you’ll need to… Continue Reading Ana...
Power Pages: Employee self-service.
I’ve been diving into Power Platform lately, kind of flirting with it, and I absolutely adore Power Pages. In this post, I’ll share how to deploy a Power Page, and customize it as a self-service portal for employees making it look pretty and functional. Please know that you can use the Dynamics 365 templates if you have any of these instances: Dynamics 365 Sales Dynamics 365 Customer… Continue Reading Ana Inés...
D365 Human Resources for dummies.
Dynamics 365 Human Resources for dummies is finally here… This is a must-read if you are a newby on D365 HR. The goal of this post is to help you dive into the unknown and bring some light on resources you can find across the web. Are there any learning paths in Microsoft Learn? Learn the fundamentals of Dynamics 365 Human Resources – Training | Microsoft Learn Get started and use… Continue Reading Ana Inés...
D365 HR roadmap: what the future holds.
Hello HR Lovers. It’s been a while since I posted something related to D365 HR. Today we will cover what is planned to be released in the next couple of months regarding Dynamics 365 Human Resources. Please note that the releases may experience delays or changes. This article is written as of today: November 2nd, 2022. We will cover part of the 2022 wave 2 investments as shown in the picture… Continue Reading Ana Inés...
From image to Power Apps: and HR use case.
I believe this new functionality is cool because it allows people like me to create simple apps. What we are going to see today is how you can create an app from an image. Of course, I wanted to share an HR scenario with you. I’m bringing you a simple solution for small customers or low-budget HR departments. We are going to create a simple application portal for candidates and prospects…. Continue Reading Ana Inés...
HR Sentiment analysis with Power Automate + Power Virtual Agents + Microsoft Teams
This wasn’t an easy post. It was difficult getting to work with Power Automate and actually understanding how it works, BUT, I made it. As Lady Gaga said, you can do anything if you put your mind to it, so here I am… In this article, we will see how we can use the sentiment analysis functionality from AI Builder to collect inputs and answer them in 3 possible scenarios: positive, negative,… Continue Reading Ana Inés...
Power Apps & Pages for D365 HR
As part of the infrastructure merge, I need to start using Dynamics 365 Finance and Operations to showcase, demo, and create content. That’s purely the reason why I’m using it. Believe me, If I could I would still use my beloved standalone Dynamics 365 Human Resources. The truth is that neither of the platforms are providing some functionalities that are part of the core HR processes. Of… Continue Reading Ana Inés...
Employee Self-Service components: header.
Regarding self-service capabilities Dynamics 365 Human Resources (now back available in FnO) provides some good options. We will zoom in and understand more about this module in the next posts. Come and join us! The first thing you need to know is that most of the time Employee Self-Service, as well as Manager Self-Service, are often the last modules that come to life. Why? Because it… Continue Reading Ana Inés Urrutia’s...
Entrevista Power Platform y Amigos
Continue Reading Ana Inés Urrutia’s Article on their blog Entrevista Power Platform y Amigos No Description Blog Syndicated with Ana Inés Urrutia’s...
This is NOT another Release notes post.
If you are looking for a brief summary of the release notes, I’m afraid you won’t find it here. After creating entries about these highlights a couple of times, I realized that it doesn’t make sense for me to share something you can read in a precise and excellent way delivered by the Product team at Microsoft. Find the complete Release Notes for Wave 2 2022 over here:
⚔️ D365 HR vs VIVA ⚔️
During Microsoft Cloud Community Event – Scottish Summit 2022 I had the pleasure of sharing a scenario with some fantastic folks speaking about Dynamics 365 Human Resources and Microsoft Viva. Below you can find the recording, watch this session if you want to see us battle to find the perfect solution to design the perfect Employee Experience using different Microsoft Platforms such as… Continue Reading Ana Inés...
Managing Data – the game changer
One of the things we all learn as consultants are to manage data. If it is not the first, it is probably the second activity we do when we start working in this fantastic world. If you are here because you are new, WELCOME! This guide will help you understand why Data Management is important and why this could be a really interesting solution for your toolbox. It may not be the most… Continue Reading Ana Inés Urrutia’s...
The good bits from D365 FnO
From the bottom of my heart, I never thought I was going to write an article with this title, but life has this weird way of letting you know you are not in control. As many of you know I’m a Dynamics 365 Human Resources Advocate and will stand after it for life, but coming clean there are some good bits that I’m starting to get to know from Dynamics 365 Finance and Operations. There are two… Continue Reading Ana...