Microsoft Dynamics 365
HR Management for the finance industry
There are specific demands on HR Management in the finance industry. The need for strict compliance with both national and global regulations, the challenge of attracting and retaining highly-skilled employees and the digital transformation are just some examples.
With the Financial Services Template, Dynamics HR Management is prepared for usage in your industry. You can start out-of-the-box, using the experience of many customers in the finance sector. And what's more, you can avoid costly implementation projects.
With the Financial Services Template, you benefit from the advantages of a standardized HR solution combined with the advantages of a field-tested solution for the finance industry.
What to Expect
The Required Features
The HR Complete Solution is a modular system with numerous features from Dynamics HR Management, Office 365, LinkedIn and Microsoft Dynamics 365 for Talent. In the industry template we've compiled and pre-configured all essential features for the challenges of the finance industry.
Best Practice Processes
Tried and tested Best Practice processes are already embedded in the industry template. Your HR Management software is customized to the decision making processes of the finance sector. You profit from the experience of countless customers in your industry.
Many processes in the financial services can be automated with Dynamics HR Management, freeing you from repetitive tasks and reducing errors.
Use the library of professional templates, adapted to the needs of your industry.
Vital Master Data
On request, we populate your Dynamics HR Management solution with important master data such as key skills, important deadlines and certificates of your industry.
How the Financial ServicesTemplate Works
When you first open Dynamics HR Management, you will be greeted by a set-up wizard. You can dismiss this wizard, or use it to prepare your Dynamics HR Management for the demands of the finance industry.
It proposes various adjustments and you decide at each step if you wish to use the standard software or the industry adaptation. This takes approx. 15 minutes.
Over 95% of our financial services customers report that after using the wizard, they immediately used Dynamics HR Management out-of-the-box.
You can re-launch the set-up wizard any time in the future to make further individual adjustments.
- You benefit from the advantages of a standardized HR solution combined with the advantages of a field-tested solution for financial services.
- You can start out-of-the-box in just a few days.
- You use decades of experience from our the finance industry customers in your HR Management solution.
- You can avoid lengthy, costly and risky implementation projects.
The financial services template is included in the sale or subscription cost of Dynamics HR Management.
For this reason, you don’t require an additional budget.
You can find prices for Dynamics HR Management here
The technology behind the solution
As a user, you don't notice that the architecture of Dynamics HR Management is technically comprised of four tiers. For IT experts, it can be helpful to understand the structure. It begins at the base, the foundation on which everything is built.
1. Common Data Service (CDS)
The Common Data Service is a central data storage in which all employee data is centrally stored. You never have to duplicate data entry.
2. The Features
The functions of your HR solution are comprised of the five functional components:
- Dynamics HR Management
- Microsoft Dynamics 365 Apps
- Dynamics for Talent
- Office 365
Altogether there are over 1000 features available. In the industry template, the functions that are relevant to the requirements of your industry are shown. At any time, you can activate further functions, if your requirements expand.
3. Industry Templates contain:
- Function compilation
- Best Practice workflows
- Automated workflows
- Templates for your selection
- The most important master data of your industry or field
4. Country Templates contain:
- Language package for your country
- Legal compliance for your country
- Country specific functions
- Deadlines, and certificates specific for your country
Dynamics HR Management is the sum of these components. Everything has been prepared in advance. You can use the solution immediately.