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Microsoft Dynamics 365 Human Resources Review

Download the PDFHuman resources employees

Microsoft Dynamics 365 Human Resources is an ERP module from Microsoft. It is designed with capabilities to handle different human resource processes right from the recruitment of employees to their retirement. Microsoft asserts that using this module can greatly minimize costs associated with recruiting and managing employees while improving their overall performance.

Its user interface is easy to find your way around. All you need is a basic guide and you will be good to go. This software is not just for the HR in a company, employees too can use it to manage processes like applying for leave, setting up medical benefits, and so on.

An example of how it makes the HR process easier is when calculating leave days. One common error made when this is done manually is that official holidays may be calculated as part of leave days. With Dynamics 365 HR, however, public holidays are automatically removed from the number of leave days just like weekends. Let's take a look at some other features.

Employee Experience

This is a feature designed to help HR manage the employee experience so that employees are more comfortable at the organization. This feature has tools that foster productivity and learning. Both the HR and the employees are involved in determining the experience. For example, an employee can respond to feedback about their performance, they can also manage their leave requests within the system instead of writing a letter to HR.

Organization Hierarchy

This feature helps the organization set up rules and policies that govern the execution of duties. With several departments and teams within an organization, there are corresponding hierarchies. Dynamics 365 HR helps the user set these up much faster. Templates can be used to ensure nothing is left out. Hierarchies help in financial reporting, both internally and externally.

Microsoft Dynamics human resources dashboard

Benefits Management

An organization can attract and retain talent by offering them attractive benefits and compensation. This feature makes it much easier to do this and involves the employee in the process. It is a flexible solution that goes beyond the usual medical dental and child and spouse care. An organization can configure its benefits plan as it sees fit. You can set up criteria for certain benefits. These benefits are also visible to employees as well as prospective employees. Whatever is chosen can be automatically added to the final employee contract.

Employee Profiles

Human Resource can keep detailed profiles about every employee with information such as academic qualifications, professional experience, additional training, and so on. This profile is handy for managers who may be considering assigning certain tasks to team members or when planning for training. This feature also integrates with LinkedIn to create an all-round profile.

Several other features can help HR, managers, and employees within an organization. For example Leave and absence management, enrollment management, retirement management, etc.

Microsoft Dynamics 365 Human Resource Integration

365 Human Resource integrates seamlessly with other Microsoft Dynamics modules. For example, it can integrate with finance to automate the payroll system within the HR module. Sales data can also be retrieved from the sales module to assess the performance of an employee.

Integration can also be achieved with third-party apps like recruitment apps. applications can be channeled from a recruitment site straight to the HR module and applicants can be screened within the system.

You can also integrate with document automation software to efficiently communicate and collaborate with different people. Automate offer letters, job descriptions, and any other HR communication.

Benefits of Using Microsoft Dynamics 365 Human Resource

  • Creates an efficient recruitment process with easy-to-use tools.
  • The self-service option improves engagement with employees.
  • It allows for automation within the HR process of an organization.
  • Roles are clearly defined with organizational chart and hierarchy.
  • It allows customization of HR processes with the opportunity to add and remove fields.
  • Integrates with third-party apps

Pricing

There are two pricing options. You can choose the self-service option which costs $4 per month or the full package which costs $120 per month. If you choose to include other Microsoft Dynamics modules, you will have to pay for them separately as well.

Verdict

Microsoft Dynamics 365 Human resource is an easy-to-use HR tool that packs a lot of features in a single module. HR teams can make their work easier by using it.

If you’ve just discovered us, we’re excited. Try Windward Hub (integrates with Microsoft Dynamics HR) for free and take it for a spin. Start automating contracts, agreements, and other HR related documents in just a few clicks starting today.

Tags Start & End

Tags Can Start & End Anywhere

Appendix B

.NET code for multi-page image output

Appendix A

Java code for multi-page image output

Data Bin Search

The Data Bin can now be searched to find a table, column, node or other piece of data without scrolling through it all.

Shrink to Fit

This will shrink the contents of a cell until it fits the defined cell size.

Time Zone Conversion

A new Windward macro has been added to help with converting dates and times from UTC time to the local time zone.

Image Output Format

New image output formats added.

PostScript Output Format

PostScript, commonly used with printers and printing companies, has been added as an additional output format.

New and Improved Datasets (Designer, Java Engine, .NET Engine)

Datasets have been re-written from scratch to be more powerful and easier to use.

Stored Procedure Wizard (Designer)

This works for all tag types that are connected to a SQL-based data source (Microsoft SQL Server, Oracle, MySQL, or DB2).

Boolean Conditional Wizard (Designer)

Before, conditional statements could only be written manually. Now they can also be built using our intuitive Wizard interface.

Reorganized Ribbon

The ribbon menus have been re-organized and consolidated to improve the report design workflow.

XPath 2.0 as Data Source

Adds various capabilities such as inequalities,descending sort, joins, and other functions.

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SQL Select Debugger

SQL Select  Debugger

  • The look and feel was improved
  • Stored Procedure Wizard
  • Improved Exceptions pane

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Tag Editor/Tag Selector

Added a Query tab as a field for typing or pasting in a select statement

  • Color Coding of Keywords
  • TypeAhead
  • Evaluate is now "Preview"

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Rename a Datasource

All tags using that Data source will be automatically updated with that name.

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Connecting to a Data Source

New single interface to replace 2 separate dialog boxes

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Tag Tree

Displays of all the tags in the template, structured as they are placed in the template. This provides a simple & intuitive way to see the structure of your template. Also provides the capability to go to any tag and/or see the properties of any tag.

Added Javelin into the RESTful Engine

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Support for Google Application Engine Integration

The ability to integrate the Windward Engine into Google’s cloud computing platform for developing and hosting web applications dubbed Google Applications Engine (GAE).

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Additional Refinement for HTML Output

  • Improved indentation for ordered and unordered lists
  • Better handling of template header and footer images
  • Better handling for background images and colors

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Redesigned PDF Output Support

This new  integration will allow for processing of complex scripts and bi-directional  text such as Arabic.  Your PDF output  will be much tighter and more closely match your template, and we’ll be able  to respond rapidly to PDF requests and fixes.

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PowerPoint Support

Includes support for new ForEach and slide break handling, table header row repeat across slide breaks, and native Microsoft support for charts and images.

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Tags are Color Coded

Tags are color coded in the template by type, making it easy to visually identify them.

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Increased Performance

Version 13’s core code has been reworked and optimized to offer a reduced memory footprint, faster PDF generation and full documentation of supported features and limitations in the specifications for DOCX, XLSX and PPTX.

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Advanced Image Properties

Documents can include advanced Word image properties such as shadows, borders, and styles.

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Improved HTML Output

Windward has updated HTML output to reflect changing HTML standards.

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Version 13 New Data Sources

Windward now works with a slew of new datasources: MongoDB, JSON, Cassandra, OData, Salesforce.com

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Generate Code

The Generate Code tool in the designer allows you to open an existing template and, with a click of a button, automatically create a window with the code needed to run your current template with all data sources and variables. Simply copy this code and paste into your application's code in the appropriate place. You now have Windward integrated into your application.

You only need to do this once. You do not do this for each template. Instead, where it has explicit files for the template and output, change that to parameters you pass to this code. Same for the parameters passed to Windward. This example uses explicit values to show you what to substitute in where.

Pivot Tables Adjusted in Output

Any pivot tables in an XLSX template are carried over to the XLSX output. The ranges in the pivot ranges are adjusted to match the generated output. So your final XLSX will have pivot tables set as expected in the generated file.

This makes creating an XLSX workbook with pivot tables trivial.

Imported Template Can be Set to Match the Parent Styles

In an imported sub-template, if its properties for a style (ex. Normal) differ from the parent template's properties for the style, the use in the sub-template can be set to either use the properties in the sub-template, or the properties in the parent.

You set to retain when you don't want the child template's styling to change when imported. You set to use the parent when you want the styling of the imported template to match the styling in the parent.

Any explicit styling is always retained. This only impacts styling set by styles.

Tags can be Placed in Text Boxes

Tags can be placed in text boxes. Including linked text boxes. This gives you the ability to set the text in a textbox from your data.

Tags can be Placed in Shapes & Smart Art

Tags can be placed in shapes & smart art. This gives you the ability to set the text in a shape from your data.

HTML Output Supports Embedded Images

When generating HTML output, the engine can either write bitmaps as distinct files the generate HTML references, or it can embed the images in the HTML providing a single file for the output.

Footnotes & Endnotes can Have Tags

You can place tags in pretty much any part of a template, including in footnotes & endnotes.

Document Locking Supported in DOCX & XLSX

Any parts of a DOCX or XLSX (PowerPoint does not support this) file that are locked in the template, will be locked the same in the output.

Specify Font Substitution

If a font used in the template does not exist on the server generating a report, the font to substitute can be specified.
In addition, if a glyph to be rendered does not exist in the font specified, you can specify the replacement font. This can be set distinctly for European, Bi-Directional, and Far East fonts.

Process Multiple Datasources Simultaneously

If you need this - it's essential. And if you don't need it, it's irrelevant.

Windward enables you to build a document by applying multiple datasources to the template simultaneously. When Windward is merging the data into a template, it processes the template by handling each tag in order, and each tag pulls from different datasources. (As opposed to processing all of one datasource, then processing the next.)

This allows the select tag to use data from another datasource in its select. For example, if you are pulling customer information from one data source, you can then pull data from the sales datasource using the customer ID of the customer presently processing to pull the sales information for that customer. If you're interested in patching together your data from multiple datasources, read this post on our blog.

Genesis Abel

Written by:_
Genesis Abel

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