Set up training courses
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 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
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.
|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.
For each course, you can complete the following tasks.
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.
The following table lists the possible course statuses and the actions that you can complete when the course has a specific status.
|Closed||You can reopen the course.|
|Canceled||You can reopen the course.|
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.
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.