MS Learn Highlights – 6/5/2025
Create Performance Reviews in Dynamics 365 Human Resources
This article provides a step-by-step guide on how to create a performance review in Dynamics 365 Human Resources. It details the purpose of each section of the review.
Steps to Create a Performance Review
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Navigate to Performance Reviews
Open the Performance Management workspace within Dynamics 365 Human Resources. -
Initiate a New Review
Click on the option to create a new performance review. -
Select the Employee
Choose the employee for whom the performance review is being created. -
Fill Out Review Sections
Complete the various sections of the performance review:- Goals: Document the employee's goals.
- Performance Summary: Provide an overview of the employee’s performance.
- Feedback: Include feedback from relevant parties.
- Development Plans: Outline any developmental opportunities or plans.
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Review and Confirm
Review all entries to ensure accuracy and completeness. -
Submit the Review
After confirming that all information is correctly entered, submit the performance review for processing.
Summary of Review Sections
Section | Purpose |
---|---|
Goals | Documentation of the employee's objectives. |
Performance Summary | Overview of overall performance and achievements. |
Feedback | Input from supervisors or peers related to performance. |
Development Plans | Recommendations for employee growth and skill enhancement. |
For more detailed information, refer to the original article here: Create performance reviews - Human Resources | Dynamics 365.
New Features in Dynamics 365 Commerce 10.0.44
This article discusses new and modified features in Microsoft Dynamics 365 Commerce version 10.0.44, released in April 2025.
What’s New
- Enhanced Customer Profiles: Improved management functionalities for customer data.
- Integrated Omnichannel Experiences: Extended features allowing seamless interactions across online and in-store platforms.
- Reporting Enhancements: More advanced analytical tools and reporting capabilities.
- Updated User Interface: Modernized design for better navigation and usability.
Impact
The updates aim to streamline operations for retailers, enhance customer engagement, and provide more robust analytical tools.
Steps to Enable
- Access the feature management settings in Dynamics 365 Commerce.
- Locate the corresponding feature from the list of new features.
- Flip the switch to enable the feature.
- Review any requirements or configurations recommended for optimal performance.
For more details, visit the original article: Dynamics 365 Commerce 10.0.44 Features
Create a Goal in Dynamics 365 Human Resources
This article explains how to create goals within the Dynamics 365 Human Resources module, which allows users to set objectives, track progress, and manage employee performance reviews.
Steps to Create a Goal:
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Navigate to the Goals Section:
- Open the Dynamics 365 Human Resources application.
- Access the "Goals" workspace.
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Create a New Goal:
- Click on the option to create a new goal.
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Configure Goal Details:
- Enter the name and description of the goal.
- Set the target measurements and define success criteria as required.
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Add Activities:
- Link relevant activities to the goal to facilitate achievement.
- Specify who is responsible for each activity.
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Tracking Progress:
- Regularly monitor the metrics associated with the goal.
- Update the goal as needed based on performance evaluations.
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Linking to Performance Review:
- Connect the goal with a performance review process for structured evaluation.
Key Features:
- Goal Management: Create and manage individual or team goals.
- Measurement Tracking: Define how success will be measured.
- Performance Integration: Seamlessly links goals to performance reviews for comprehensive evaluations.
For more information, please refer to the original article: Create a goal - Human Resources | Dynamics 365
Set Up Compensation Grids in Dynamics 365 Human Resources
Compensation grids are essential tools for defining and maintaining pay structures for fixed compensation plans within Microsoft Dynamics 365 Human Resources. This article outlines how to set up these grids effectively.
Steps to Set Up Compensation Grids
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Navigate to Compensation Grids:
- Go to the Human resources module.
- Select Compensation > Compensation grids.
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Create a New Compensation Grid:
- Click on New to create a new grid.
- Fill in the mandatory fields:
- Name: Enter a unique name for the compensation grid.
- Description: Provide a descriptive text for clarity.
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Define Grid Structure:
- Specify the levels or bands in your compensation grid according to your organization’s pay structure.
- Add any necessary columns or attributes to capture all relevant details.
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Configure Compensation Settings:
- Set up the compensation rules applicable to the grid,
- Ensure that each level of compensation aligns with the organization’s compensation philosophy.
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Review and Save:
- Review all the configurations.
- Click Save to finalize the setup of the compensation grid.
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Publish the Grid:
- Once everything is confirmed, publish the grid so it becomes active for use.
Key Points
- Purpose: Helps organizations manage and structure employee compensation effectively.
- Audience: Application users responsible for HR management and compensation planning.
For detailed instructions and further information, you can refer to the original article here.
Add to Your Performance Journal and Send Praise
The performance journal in Dynamics 365 Human Resources allows employees to record how they achieved their goals and document their performance over time. This feature is beneficial for tracking employee development and recognizing accomplishments.
Key Features:
- Documentation of Goals: Employees can log their achievements related to specific goals.
- Performance Tracking: Provides a way to monitor performance over designated periods.
- Praise Functionality: Users can acknowledge the efforts of colleagues by sending praise.
Audience
Application users of Dynamics 365 Human Resources.
Steps to Add to Your Performance Journal:
- Navigate to the Performance Journal workspace.
- Select Add Journal Entry.
- Fill in the required fields such as:
- Date: When the performance was noted.
- Title: Brief description of the journal entry.
- Details: Elaborate on the achievements or performance aspects.
- If applicable, send praise by selecting the Praise option.
- Save the entry to ensure it is recorded in the performance journal.
For further details, refer to the original article: Add to your performance journal and send praise to someone.