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Set up training courses

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Important

The functionality noted in this article is currently available in both the stand-alone Dynamics 365 Human Resources and the merged Finance infrastructure. Navigation might be different than noted while we make updates. If you need to find a specific page, you can use Search.

Applies to these Dynamics 365 apps:
Human Resources

Human resources administrators and managers can use the courses features to maintain information about the training that's offered to workers.

Set up prerequisites

The following information is required and must be set up before you create courses.

  • Course types

The following information is optional information that you can specify for courses. If you know that you will be entering this information for courses, you should set up this information before you create course records.

  • Classroom groups
  • Course groups
  • Course locations
  • Classrooms
  • Instructors

Course types

You can use course types to categorize courses according to the structure or content of the course. You can create course types on the Course types page. You must select a course type when you create a course record.

Course setup type

The following table lists the three setup types for courses. Setup types determine the structure of the course.

Setup type Description
Standard Select this type for courses that will not have a daily agenda. This is the default setup type when you create a new course.
Agenda Select this type to plan the details of each day of a course that takes place over multiple days.
Agenda + session Select this type for the more complex courses. For example, you can divide the agenda for the course into tracks and sessions.
  • Track – Tracks are specific subject areas for a course.
  • Sessions – Sessions divide up tracks and help identify specific processes or techniques that are relevant to the track.

Course tasks

For each course, you can complete the following tasks.

  • Register participants

  • Specify a registration deadline

  • Define the minimum and maximum number of participants

  • Assign a course location and classroom

  • Recommend hotels to course participants

  • Create a course description, which you can then advertise on Employee self service

    Note You can delete a course only if no one has registered for it.

Course statuses

The following table lists the possible course statuses and the actions that you can complete when the course has a specific status.

Status Actions
Created
  • Enter and modify course information.
  • Change the course status to Open so that workers can register for the course.
Open
  • Register participants for the course.
  • Remove participants from the course.
  • Confirm participants for the course.
  • Change the course status to Closed or Canceled.
  • Plan questionnaires for participants whose status is Confirmed.
Closed You can reopen the course.
Canceled You can reopen the course.

Course participants

Course participants are workers who participate in a training course or event. You can only register participants for open courses. The minimum and maximum number of participants that you can register for a course is defined on the General FastTab on the Courses page.

Workflow

Employees who register for a course through the Employee self service page can have their registration routed through workflow for approval. You can assign a workflow to a course on the General FastTab on the Courses page.