Office 365 & HR
Use your Office 365 also in the HR department and stay in your familiar Microsoft world.
Your applicants and employees feel familiar with Microsoft Teams. Share spontaneously data with OneDrive or create ad-hoc reports via drag & drop with Excel Pivot tables. Use your Microsoft Outlook not only for e-mail and calendar but also for your HR management. Why always learning how to use an additional program if you can work in your familiar environment?
This part of the Learning Center will give you an overview of the most important functionalities, how you can work with your familiar Office 365 apps inside your HR solution.
1. Microsoft Excel Reporting Tools with HR for Dynamics
Reporting tools are available out of the box in HR for Dynamics using a range of Microsoft Excel Programs, such as Dynamic Worksheets and Pivot Tables.
2. Microsoft Excel: Create a template to export data
Tutorial on how to create a Template to export data via Excel.
3. Microsoft Excel: Upload template for data export
Tutorial on how to import a previously created Excel template back into HR for Dynamics.
4. Microsoft Excel: Use a template for data export
Tutorial on how to export data using an Excel template.
5. Microsoft Excel: Use Excel online to enter multiple changes
Tutorial on how to use Excel online to enter multiple data changes at the same time.
6. Microsoft Excel: Data import
Tutorial on how to import data into HR for Dynamics with Excel.
7. Microsoft Word: How to use Word document templates
Tutorial on how to create documents from Word templates in HR for Dynamics..
8. Microsoft Outlook: How to track emails
Tutorial on how to track Outlook emails or appointments within Dynamics 365.
9. Microsoft Visio: Transfer an org chart from Dynamics 365 to Visio
Tutorial on how to transfer your Org chart from HR for Dynamics to Visio.