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Dynamics 365 Human Resources Overview © Copyright Microsoft Corporation. All rights reserved.
Dynamics 365 Human Resources Overview
© Copyright Microsoft Corporation. All rights reserved.
What is changing?
Aligning future investments
between LinkedIn and Microsoft
Dynamics 365
ATTRACT
Will be retired and will we will work with our customers to
transition to a comparable solution – such as LinkedIn
Human Resources Hub or one of several available ISVs in
App Source.
ONBOARD
Will be retired and we will work with our customers to
transition onboarding guides using export tools
CORE HR
Will be renamed and launched as Dynamics 365 Human
Resources. All roadmap investments will align to our new
product strategy and vision
Photo Placeholder
Dynamics 365 Human Resources will no longer be sold as of February 1, 2020.
ATTRACT – RETIRING FEBRUARY 1, 2022
Eligible customers using the Attract app may continue to use it through February 1, 2022 or until the end of
their most recent Dynamics 365 contract or renewal, whichever occurs first.
Microsoft will offer a data migration path to LinkedIn Talent Hub. The initial release of LinkedIn Talent Hub
supports customers with less than 1000 employees. Data export tools will be available from within Attract
to help customers transition to the Human Resources Acquisition solution of their choosing.
ONBOARD – RETIRING FEBRUARY 1, 2022
Eligible customers can continue using Onboard until the end of their most recent Dynamics 365 contract or
renewal.
Migration tools will be provided within the Onboard app to help customers export onboarding guides and
replacement templates.
CORE HR – BECOMES DYNAMICS 365 HUMAN RESOURCES ON FEBRUARY 1, 2020
Customers who are utilizing the core HR capabilities within Dynamics 365 Human Resources will have their service
continued under the Dynamics 365 Human Resources brand with no disruption in service. No migration is required.
Introducing Dynamics 365 Human Resources
“
HR workflows Employee and manager Analytics and dashboards
Enable Organizational
Agility
Discover Workforce
Insights
Transform Employee
Experiences
Optimize Human Resources
Programs
© Microsoft Corporation Dynamics 365
Dynamics 365 Human Resources – Architecture
Azure Data Lake or AI and Analytics
Core HR
Client
F&O
F&O Services
Data Sync
Database Service
App Services
Client
F&O Services
Database Services
App Services
Data
Integrator
Common Data Service for Apps (CDS 2.0)
Human Resources Environment Construct
Contoso.com
Training/Testing
ProductionDynamics 365 Human Resource can contain 2
environments
Customer has 1 Tenant
Only 1 default environment
CDS and/or Human Resources is deployed into Environment
• One Project – Multiple environments
• Finalize environment strategy at the time designing
• Integration and data migration heavy projects
require more than two environments
• Customer can purchase additional environments as on
February 1st
• You can only provision one production environment
Extensibility
Power Platform
Customer ServiceSales Human ResourcesField ServiceRetail Finance and Operations
Project Service Automation
Marketing
Dynamics 365
PowerBI Flow PowerApps
Extensibility for Power Users Industry & Company Extensibility
ISVs IntegratorsAppSource
Common Data Service (CDS) for Apps
Embedded
Analytics
AI-powered
Insights
Solution
Templates
Cloud
On-Prem
Your data
Extensibility for Developers & IT Pros
Pro BI Pro Integration Pro Dev
Extend with Power Automate
Use and Access the CDS• Create Notification on any records that
make up CDS
Explore available connectors• 100s of connectors to base your flows
• MS Office
• Yammer
• Wunderlist
Extend with PowerApps
Access and utilize the CDS
Find and create Entities, fields,
relationships
Generate Picklists
Create PowerApps bound to CDS
Embed PowerApps• Core HR
System Admin > Links > Microsoft PowerApps
Analytics - PowerBI – PowerBI
Integration
Common Data Service – Concepts Specific to Human Resources
• PowerApps
• Flows
• Connectors
• CDS API
• HCM Common Solution
• Entity Maps
© Microsoft Corporation Dynamics 365
Connectors andGateways
PowerApps
Office 365
Dynamics 365 for Human Resources
Power BI
Common DataService
Pro dev extensibility
Microsoft Power Automate
HR Core
1
2
Dayforce Payroll Integration 3
Finance And Operations
1.Microsoft hybrid integration
platform offers a variety of
connectors. Custom connectors
can be built through Pro dev
extensibility approach
Through this extensibility you
can access proprietary data
sources, it can do a lot more to
enable integration of pro dev
code
2.OOB Template + OOB
Connector is available to
integrate CDS to Finance
and Operations
3. Dayforce integration is
based on DMF export
framework
Dayforce will produce a
GL transaction file and
place it in a blob storage
account specified in the
Dayforce Configuration
DMF4
Human Resources – Integration Patterns
Human Resources – Integration PatternsUse case Recurring
integrations
Synchronous/
Asynchronous
Programmatic
access through
an API
Appropriate data
volumes
Data coverage Known Limitations
Common Data Service
entities
Yes, using Data
Integrator or
middleware
Sync Async,
Batch (through
Data Integrator)
Yes, through
Dynamics 365
Web API (OData
Varies with use
case (supports
paging for
interactive use)
Improving We are expanding
CDS footprint. For a
list of Core HR
entities available in
Common Data
Service, see Core
HR and Common
Data Service
Data Integrator Yes, scheduled in
Data Integrator
Async, Batch No Varies with use
case
Supports all
Common Data
Service entities
Supported
scenarios depends
on CDS entity
availability
Human Resources – Integration PatternsUse case Recurring
integrations
Synchronous/
Asynchronous
Programmatic
access through
an API
Appropriate data
volumes
Data coverage Known Limitations
DMF entities Yes, scheduled through
middleware
Async, Batch Yes, through DMF
Package REST APIHigh (hundreds of
thousands of records)
High DMF is not appropriate
for real-time integrations
because package
operations are scheduled
batch jobs,
DMF Package REST API Yes, scheduled through
middleware
Async, Batch Yes High (hundreds of
thousands of records)
API supports all DMF
entities
BYOD Yes, scheduled by Admin
in Talent
Async, Batch No3 High (hundreds of
thousands of records)
Supports all DMF
entities
BYOD should be
considered a read-only
solution. While you are
able to manipulate and
store whatever data you
want in the Azure SQL
database (such as for
data mashups), data
stored in the Azure SQL
database will not be
synchronized back to
Talent: Core HR.
OData-enabled entities Yes, using middleware Sync Yes, through Talent
Data Service (OData)
Varies with use case
(supports paging for
interactive use)
High Potential performance
issues
• Batch data APIs are designed to handle large-volume data imports and exports. It's difficult to define what exactly qualifies as a large volume. The answer depends on the entity
• Batch data APIs are considered asynchronous integration patterns, because when these APIs are called, data is imported or exported in batch mode. For example, calls to the ImportFromPackage API can be synchronous
Data Management
Data Management Toolsets
Data
Import/Export
Framework
(DIXF)
Database
Operations
(Backup/Restor
e/Reset/Point In
Time Restore)
Data Copy
Framework
• Production to Sandbox
• Sandbox to Sandbox
LCS
PowerApps
Environment
• Environnent to Sandbox
• Source and destination
environments must be in the same
region
• Canvas apps, flows, custom
connectors, and connections) will
not be copied to the target
environment.
Data Copy
Framework
Database movement operations
Database Copy – How it is
Target InstanceSucceeded
LCS – Self ServiceSelect Target Instance to Overwrite
LCS – Self ServiceSelect Copy Option
Target InstanceSucceeded
PowerApps EnvironmentSelect Target CDS Instance
PowerApps EnvironmentSelect Copy Option
When the PowerApps environment copy is complete, log back into your Talent instance and turn on CDS integration under System Administration.
Challenges with today’s approach
Source and destination environments must be in the same
region
Canvas apps, flows, custom connectors, and connections)
will not be copied to the target environment. This copy
must be done using Admin Portal export/import option
If Target and Finance is not in the same regional cluster ,
Logic App integration may fail
Environment Landscape
Different toolset and
techniques available for
data management
The right data movement pattern based on the stage and env. topology
Developing
TrainingGolden
Config
Functional
TestingData
Migration
Acceptance
TestingProduction
Testing Training OperatingConfiguring &
migrating
Performance
Testing
Configure CutoverRefresh RolloutsMigrate
PowerApps PowerApps PowerApps PowerApps
Security
Security Principles
Best Practices
Updates
Update policy
Updates are released on a regular cadence to all environments.
Service updates: Weekly updates that include bug fixes and new features. Service updates also include applicable
Platform updates when they release. To get an idea of when Platform updates are released, see Table 3: Platform
releases. Weekly updates usually release on Wednesdays.
Common Data Service solution updates: These updates occur approximately every six weeks, as needed. They
include new entities and changes to existing entities in Common Data Service. These updates release to the same
regions as the weekly updates, and they take about six weeks to replicate through all data centers. Solution updates
may or may not align with weekly service updates.For more information about weekly updates, https://docs.microsoft.com/en-us/dynamics365/human-resources/hr-admin-whats-new
Preview features in a sandbox environment: You can validate preview features in a sandbox environment
before enabling them in your production environment. For more information about enabling features, see Feature
management overview.
All new features remain in preview for at least 30 days, and typically 30-60 days. Major features are generally available
in October and April of each year following the preview period. As soon as you see new capabilities in the Feature
management workspace, you can turn them on. Some features may be on by default
https://docs.microsoft.com/en-us/dynamics365/human-resources/hr-admin-setup-update-process
Resources
•https://docs.microsoft.com/en-us/dynamics365/human-resources/index
•Dynamics 365 Human Resources roadmap
•Dynamics 365 Release Plans
•What's new or changed in Dynamics 365 Human Resources
•Issue search in Lifecycle Services (LCS) (for Platform-related bugs only)
•Human Resources blog
•Human Resources Yammer community
• For a list of the countries or regions where Dynamics 365 business applications are available, see the International availability guide.
• For more information about geographic areas, data centers (regions), data storage, and replication, click expand all on the Where your data is located page and find the Microsoft cloud service for this feature.
Questions
