Join Gini von Courter for an in-depth discussion in this video Navigate in Dynamics 365 for Talent, part of Learning Dynamics Talent.
- [Instructor] If you go to home dot dynamics dot com you'll end up here on the Dynamics 365 portal. If you're not already logged in to your work account or your organizational account, you'll be prompted to do so. And from here, you can go directly to Dynamics 365 for Talent or the modular apps in a prior movie. I pinned those to the top of the list. But they also appear down below. Here's the tile for talent, and let's jump right in. I have the highest level of permissions that are available here in Dynamics for Talent.
So you may not see the same things that I see. There are different views that are available. This is essentially the view for the Director of Human Resources in an organization. Because I've just started, it has a click here to get started. Because this is a trial, it has loaded some trial data for me. Our trial company is Contoso Entertainment System. This is my default dashboard. I'm not going to dismiss this welcome box yet. We'll do that in a moment. I'd like to show you the features of this dashboard and how we navigate in Dynamics For Talent in general.
First at the top upper left, we have the waffle, which will take us back to our applications. We also have a dropdown for Dynamics 365 that does the same thing. We have Talent, which brings us back to this dashboard, no matter where we are in Dynamics 365. We have this company. We could have multiple companies that we were working with, and this is just one of them. To the right then we have a search that is used for searching for pages that we wish to navigate to.
There's a people search elsewhere in this interface. I'll show you that in a moment. We have a button for showing messages that we've received from the system. We have then the icons for feedback, our settings, help, and then My Account, which is where I could sign-out if I wish to. On the left-hand side, I have a navigation pane, and you can expand that clicking here at the top or using Alt F1. These are the features that are available in the core application Dynamics For Talent.
If we want to see the bottom of this list, we have to scroll, and this nav pane has its own scroll bar. You'll notice down here the two current modules that are broken out of Dynamics For Talent, Attract, for recruiting, and On-Board for employee on-boarding. We'll see those later on. Home will bring us back to our default dashboard. We then have people, and we have employee self-service. I'm going to step in to employee self-service because it may be where you go by default. If you don't work in human resources and you're simply a member of a team, this would be your view of Dynamics For Talent as an employee or as a manager.
Because this, then, is your team, the folks who are related to your work life. This information is editable, and part of employee self-service, then, would be editing your personal information. Again, I can always click home to return or click Talent in the bar at the top of the screen. Other features include Personnel Management, Task Management, Leave and Absence, Benefits, Compensation Management, Employee development, and Learning, all of which we will touch on in this course.
Additionally, we have Compliance, Business Processes, Organization Information, and System Administration. All of this available to human resources executives who are using Dynamics For Talent, as well as system administrators. I haven't closed down Click Here To Get Started because it is possible that you might want to work with data other than the sample data that's loaded with the Dynamics For Talent trial. And if you do want to use, for example, your own data to get a head start, then you can scroll to the bottom of this section.
Notice it says Manage Your Data With Excel. There are spreadsheets that you can use to do your own setup, to add your own Personnel Management Features, Compensation and Benefits, and Competencies and Development. Each of these is a working, connectable spreadsheet with sample data. So I'd like you to know that that is there if you wish to work directly with your own data as you are learning along with me.
But when you're all done, if you no longer want this pane, you can simply close it. And notice that you can enable this again by changing your preferences in Settings User Options. So you can always get back to this. Here, User Options. Other features then, this is the dashboard as a whole. I can search for people, right here. I have a calendar. I have a list of work items that have been assigned to me. A to-do list. And then the applications that I have access to.
Again, a large number of applications because I have the permissions of an HR Director, including a link directly to a tract, which is on the bottom of the nav pane. And if I scroll down further on board those two modular apps, both available directly here on my dashboard. Because the assumption is my work life will involve all of these items. If I wish to have more room on the screen, I can collapse the nav pane, and then I can begin my work in Dynamics 365 For Talent.
- Collaborative recruiting
- Communicating with candidates
- Assessing candidates
- Scheduling interviewing
- Onboarding employees
- Connecting employees and teams
- Managing employee data
- Managing training
- Facilitating performance feedback