Dynamics 365 Human Resources
Category
Apr 14, 2023
Published date
Text
Article Type
AI Summary
- The article titled "In some business scenarios, Dynamics 365 Human Resources might gather features in a way your customer doesn't" provides guidance on how to create a new workspace, add features, and customize it in Dynamics 365 Human Resources/Finance environment.
- The article highlights a specific business case where a customer wanted to manage loaned equipment in a specific way, allowing an Administration person to manage the loaned items without accessing additional information.
- The first step in achieving this is to create a new workspace by logging into D365 HR, right-clicking on the main dashboard, and selecting "Add a page" option. The workspace will appear at the end of the workspace list.
- To add desired functionalities to the new workspace, navigate to the relevant module (in this case, Personnel Management) and add the loaned equipment features.
- The article provides step-by-step instructions on how to add loaned equipment features to the new workspace by selecting "Options" from the header, and then "Add to workspace" for each desired functionality.
- Once the workspace is configured with the desired functionalities, the next step is to create a custom security role. This can be done by selecting the newly created workspace, going to "Options," and then "Security diagnostics" to access the roles, duties, and privileges.
- As a best practice, the article recommends duplicating an existing role (e.g., Information technology manager) and customizing it for the specific requirements. This can be done by selecting the desired role from the "System Administration > Security configuration" and choosing the "Duplicate" option.
- The duplicated role can then be renamed and customized based on the research and requirements. Once ready, the role can be published and assigned to the user.
- The article concludes by mentioning that if users are interested in adding a Power App or a Website instead of creating a new workspace, they can refer to a provided video for guidance.
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