Microsoft Dynamics 365 HR & Payroll Course Overview

Microsoft Dynamics 365 HR & Payroll Course Overview

The Microsoft Dynamics 365 HR & Payroll course is a comprehensive training program designed to equip learners with a deep understanding of the Dynamics 365 Human Resources and Payroll modules. This course covers a wide array of functionalities from core HR capabilities, Workforce organization, and Personnel management to intricate payroll processing. Microsoft Dynamics Payroll is a key focus, ensuring learners can handle Payroll setup, scheduling, and reporting with proficiency.

By engaging with the course, learners will gain insights on how to manage the full spectrum of HR activities including recruitment, benefits, Absence administration, competencies, compensation, and employee performance. It also delves into the Management of employee and manager self-service portals, Leave and absence management, and compensation and Benefits management. Upon completion, participants will have the skills to streamline HR processes and payroll systems within Dynamics 365, making them valuable assets in any organization seeking to leverage Microsoft Dynamics Payroll and HR functionalities.

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Course Prerequisites

To ensure that participants are adequately prepared and can derive maximum benefit from the Microsoft Dynamics 365 HR & Payroll course, the following minimum prerequisites are recommended:


  • Basic understanding of human resources and payroll concepts and practices.
  • Familiarity with business processes related to HR management, including hiring, employee development, compensation, and benefits administration.
  • Experience with using Windows operating systems and a fundamental knowledge of navigating software applications.
  • Proficiency in using Microsoft Office applications, particularly Excel, as it may be used for reporting and data analysis during the course.
  • An interest in learning how to leverage technology to improve HR and payroll functions within an organization.

Please note that while prior experience with Microsoft Dynamics 365 or other ERP software is helpful, it is not a strict requirement for this course. The training is designed to be accessible to participants with a basic foundation in HR and payroll practices.


Target Audience for Microsoft Dynamics 365 HR & Payroll

The Microsoft Dynamics 365 HR & Payroll course equips professionals with essential skills for managing HR and payroll systems.


Target Job Roles/Audience:


  • HR Managers and Directors
  • Payroll Managers and Specialists
  • Human Resources Information System (HRIS) Analysts
  • Dynamics 365 Consultants specializing in HR modules
  • HR Operations Professionals
  • Talent Acquisition Managers
  • Compensation and Benefits Specialists
  • HR Generalists seeking to upgrade their technology skills
  • IT Professionals aiming to understand HR software solutions
  • Business Analysts focused on human capital management
  • Employee Relations Managers
  • HR Systems Administrators
  • Organizational Development Professionals
  • Learning and Development Managers
  • HR Business Partners
  • Performance Management Specialists
  • Human Capital Management Consultants
  • Employee Self-Service Managers
  • Managers Self-Service Supervisors


Learning Objectives - What you will Learn in this Microsoft Dynamics 365 HR & Payroll?

Introduction to the Course's Learning Outcomes and Concepts Covered

This course provides comprehensive training on Microsoft Dynamics 365 HR & Payroll, covering key HR functions, payroll management, and employee lifecycle from recruitment to retirement.

Learning Objectives and Outcomes

  • Understand the core capabilities of Dynamics 365 Human Resources and how to navigate the HR module within Dynamics 365 for Operations.
  • Set up and manage organizational structures, including worker and position setup essential for HR and Payroll processes.
  • Learn the end-to-end recruitment process, from managing job descriptions to onboarding new employees.
  • Manage employee benefits setup, understand different benefit types, and handle absence administration, including FMLA compliance.
  • Develop skills in managing competencies, compensation plans, and performance evaluation to optimize workforce management.
  • Master the essentials of payroll processing within Dynamics 365, from setup to execution and handling payroll-related inquiries and reports.
  • Explore the hire-to-retire lifecycle, including personnel management processes, actions, and date effectivity.
  • Understand the Request-to-Hire process, including creating and managing recruitment requests.
  • Facilitate employee development through goal management, performance reviews, and competency assessments.
  • Gain proficiency in Leave and Absence Management, including process mapping, accruals, and managing leave requests.
  • Administer compensation effectively, including understanding compensation management and processing, as well as integrating with payroll systems.
  • Navigate Benefits Management, including process maps, life event handling, open enrollments, and employee self-service for benefit elections.
  • Learn to manage Employee Self Service (ESS) and Manager Self Service (MSS) workspaces, and configure these for optimum usage within the organization.

Technical Topic Explanation

Benefits management

Benefits management is a process that helps organizations ensure the outcomes of their projects align with overall strategic goals, maximizing the positive impacts. It involves identifying, planning, measuring, and monitoring the expected benefits from business investments. Effective benefits management ensures projects deliver their intended value, helping to justify investment decisions and improve resource allocation. This approach not only enhances accountability but also supports continuous improvement in project performance and organizational success.

Absence administration

Absence administration involves managing employee time off, including sick leaves, vacations, and other forms of absence, to ensure compliance with company policies and legal standards. It requires careful tracking and documentation to maintain workforce efficiency and address staffing needs accurately. This process helps in planning and allocating resources effectively, keeping a balanced work environment, and minimizing disruptions caused by unexpected absences. Effective absence administration is crucial for maintaining employee satisfaction and overall operational productivity.

Management of employee and manager self-service portals

Management of employee and manager self-service portals involves developing and maintaining online platforms where employees can access personal and work-related information. These portals allow employees to update personal details, view pay stubs, and manage benefits. Managers can use these portals to approve requests, access employee data, and monitor team performance, enabling more efficient workflows and better communication. This system helps in reducing administrative burdens and empowers staff by providing immediate access to necessary resources and information.

Leave and absence management

Leave and absence management is a systematic approach used by organizations to handle employee time off, such as vacations, sick leaves, and parental leave. This process often employs software to ensure compliance with labor laws, streamline administration, and maintain staff productivity. Effective management of leaves helps in sustaining workforce efficiency and morale, while also safeguarding the company against potential legal issues. It typically incorporates tracking and recording leave requests, approvals, and balances, enabling both management and employees to plan better and maintain a balanced work environment.

Benefits management

Compensation and benefits management involves designing and implementing salary structures and benefits packages that attract and retain employees while aligning with the company's financial and strategic goals. It includes deciding how much to pay employees, what kind of health insurance to offer, retirement plans, and other perks that contribute to employee satisfaction and productivity. Effective management of compensation and benefits ensures competitive positioning in the job market and compliance with all relevant laws and regulations. This practice is crucial for maintaining a motivated workforce and achieving organizational success.

Personnel management

Personnel management involves overseeing and managing employee-related activities within an organization. This includes tasks such as hiring, training, evaluating, and retaining staff to ensure a motivated and effective workforce. Effective personnel management aims to create a harmonious workplace environment that fosters personal and professional growth for employees, while also meeting the organization’s strategic goals. Its role is crucial for maintaining a productive workforce and a positive organizational culture, which in turn contributes to overall business success.

Payroll setup

Payroll setup involves configuring a system to manage and automate the calculation of employee wages, deductions, and taxes. It requires inputting data such as employee personal information, payment schedules, and tax details. Using software like Microsoft Dynamics Payroll can streamline the process by integrating with other HR functions, ensuring accuracy, and compliance with legal requirements. Proper setup helps in efficient payroll processing, timely payments, and accurate financial reporting, contributing to overall organizational efficiency.

Workforce organization

Workforce organization refers to the strategic arrangement of employees to maximize efficiency and productivity in a business. This involves structuring teams, defining roles and responsibilities, and aligning workforce capabilities with business goals. Effective workforce organization considers various factors such as skills, workload distribution, and potential for growth. It aims to optimize the contribution of every employee to the overall success of the organization, ensuring that everyone is placed in a role where they can perform at their best and contribute positively to the organization's objectives.

Payroll modules

Payroll modules are integral software components designed to automate the process of paying employees in a business. They handle calculations of wages, deductions for taxes and benefits, and the distribution of payment to employees. Microsoft Dynamics offers a payroll module which allows for efficient management of these functions, ensuring compliance with legal standards, simplifying accounting tasks, and improving financial accuracy. This tool is particularly useful for maintaining streamlined, error-free payroll operations and providing detailed reports and analytics on payroll activities.

Target Audience for Microsoft Dynamics 365 HR & Payroll

The Microsoft Dynamics 365 HR & Payroll course equips professionals with essential skills for managing HR and payroll systems.


Target Job Roles/Audience:


  • HR Managers and Directors
  • Payroll Managers and Specialists
  • Human Resources Information System (HRIS) Analysts
  • Dynamics 365 Consultants specializing in HR modules
  • HR Operations Professionals
  • Talent Acquisition Managers
  • Compensation and Benefits Specialists
  • HR Generalists seeking to upgrade their technology skills
  • IT Professionals aiming to understand HR software solutions
  • Business Analysts focused on human capital management
  • Employee Relations Managers
  • HR Systems Administrators
  • Organizational Development Professionals
  • Learning and Development Managers
  • HR Business Partners
  • Performance Management Specialists
  • Human Capital Management Consultants
  • Employee Self-Service Managers
  • Managers Self-Service Supervisors


Learning Objectives - What you will Learn in this Microsoft Dynamics 365 HR & Payroll?

Introduction to the Course's Learning Outcomes and Concepts Covered

This course provides comprehensive training on Microsoft Dynamics 365 HR & Payroll, covering key HR functions, payroll management, and employee lifecycle from recruitment to retirement.

Learning Objectives and Outcomes

  • Understand the core capabilities of Dynamics 365 Human Resources and how to navigate the HR module within Dynamics 365 for Operations.
  • Set up and manage organizational structures, including worker and position setup essential for HR and Payroll processes.
  • Learn the end-to-end recruitment process, from managing job descriptions to onboarding new employees.
  • Manage employee benefits setup, understand different benefit types, and handle absence administration, including FMLA compliance.
  • Develop skills in managing competencies, compensation plans, and performance evaluation to optimize workforce management.
  • Master the essentials of payroll processing within Dynamics 365, from setup to execution and handling payroll-related inquiries and reports.
  • Explore the hire-to-retire lifecycle, including personnel management processes, actions, and date effectivity.
  • Understand the Request-to-Hire process, including creating and managing recruitment requests.
  • Facilitate employee development through goal management, performance reviews, and competency assessments.
  • Gain proficiency in Leave and Absence Management, including process mapping, accruals, and managing leave requests.
  • Administer compensation effectively, including understanding compensation management and processing, as well as integrating with payroll systems.
  • Navigate Benefits Management, including process maps, life event handling, open enrollments, and employee self-service for benefit elections.
  • Learn to manage Employee Self Service (ESS) and Manager Self Service (MSS) workspaces, and configure these for optimum usage within the organization.