Microsoft Dynamics 365 Human Resources documentation

Discover how how to make the most of Dynamics 365 Human Resources with training, documentation, and videos covering product capabilities. Learn how to use Human Resources to connect people and operations data to help optimize workforce costs and take care of your employees.

Get Started

Get started

What's new

What's new

Training

Training

Concept

Troubleshoot

Implement

Guidance

• Dynamics 365 implementation guidance
• Adoption framework
• Security

Try/Buy/Deploy

• Try Human Resources
• Buy Human Resources
• Deploy Human Resources

Set up

• Set up Human resources parameters
• Set up reporting
• Set up Human resources workflows

Administer and develop

Platform development

• Overview
• Custom fields
• Application stack and server architecture

System administration

• Overview
• System requirements
• Use Dataverse

Organization administration

• Overview
• Organizational hierarchies
• Workflow system
• Number sequences overview
• Global address book overview

Develop integration

• Choose data integration technology
• Data entities
• Configure Dataverse integration
• API references
• Mapping references

Microsoft Office integration

• Overview
• Update entity data with Excel
• Troubleshoot the Office integration

Manage user access

• Role-based security
• Create users
• Assign users to security roles

Human Resources business events

• Overview
• Configure batch-based business events
• Power Automate template-based business events
• Use cases for Human resources business events

Use

Employee self service

• Overview
• Create custom links in Manager self service
• Update personal information

Personnel management

• Organize your workforce
• Personnel management workspace
• Set up the components of a job
• Define new jobs

Task management

• Overview
• Set up tasks in Task management

Leave and absence

• Overview
• Configure leave and absence
• Request a leave of absence

Benefits

• Define and manage a benefits program
• Benefit eligibility process
• Create a new benefit

Benefits management

• Overview
• Benefits management workspace
• Configure Benefits management

Compensation management

• Overview
• Set up compensation grids
• Develop a compensation structure

Employee development

• Performance management overview
• Performance reviews
• Configure skills

Learning

• Overview
• Create a course
• Questionnaires

Workflow system

• Overview
• Workflow system architecture
• Workflow elements

Workplace safety and compliance (United States)

• Form I-9 verification
• Verify employment eligibility
• Comply with the Americans with Disabilities Act (ADA)

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