Edit

Create a course

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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.

Course templates

You can use course templates to categorize courses according to their structure or content. They can be used to prefill information when a new course is created. You can create course templates on the Course templates page.

The minimum and maximum number of participants that you can register for a course is defined on the General FastTab of the Courses page.

Course setup type

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

Setup 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 status

The Course status field is located at the top of the page. The following table lists the possible course statuses and the actions that you can complete when the course has a specific status.

Status Actions
Draft
  • Create and modify course information.
  • Change the course status to Open so that workers can register for the course. (In-person only)
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.