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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Urgent Help Needed: Co...
Finance | Project Operations, Human Resources, ...
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Urgent Help Needed: Complete Guide for Setting Up Dynamics 365 HR from Scratch

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Posted on by BA-03101244-0 4

Hello Dynamics 365 Community,

I recently received an urgent project to set up Dynamics 365 HR, and our company has just acquired the license. I’m looking for a comprehensive guide to help me get started from scratch.

Could anyone provide step-by-step instructions, recommended resources, or best practices for the setup process? Any tips on common pitfalls to avoid would also be greatly appreciated!

Thank you in advance for your assistance!

 

I have the same question (0)
  • Parag Chapre Profile Picture
    Parag Chapre 12,254 Most Valuable Professional on at
    Urgent Help Needed: Complete Guide for Setting Up Dynamics 365 HR from Scratch
    Hello, 
    You can follow the documentation from Microsoft and Techtalk as Andre recommended. If you have any specific questions or need additional resources, feel free to check out my blog at Blog - Parag Chapre

    I’m a Dynamics 365 Human Resources expert.

    Regards,
    Parag Chapre || Microsoft MVP
    Follow my blog on Dynamics 365 Human Resources
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 297,929 Super User 2025 Season 2 on at
    Urgent Help Needed: Complete Guide for Setting Up Dynamics 365 HR from Scratch
    Hi,

    I will try to help you with your questions. I'm not able to help with all questions as I have no extensive experience with all HR related features. E.g. I never used Payroll and Benefits myself.
     
    1) Yes, HR is only available within the Dynamics 365 F&O. For several years, it was a stand-alone app, but it has been merged back into the full application.
    2) You would first need to deploy an environment
    3) I shared online resources which I'm aware of. You can also use a search engine to find blogs or other resources. As mentioned below, if online resources are not helping you, you can better reach out to a partner. They can help you getting started and with best practices.
     
    Again, what is the exact goal or purpose for this project? I only read "urgent" and "every available feature", but just implementing all too quickly without a goal will probably not become a success.
     
     
  • BA-03101244-0 Profile Picture
    BA-03101244-0 4 on at
    Urgent Help Needed: Complete Guide for Setting Up Dynamics 365 HR from Scratch

    Thank you for the response! I’m currently tasked with implementing every available feature within Dynamics 365 HR, but I haven’t been able to get started effectively.

    Here are my main concerns:

    1. Is Dynamics 365 HR only available within Dynamics 365 for Finance and Operations?
    2. After acquiring the license, what specific steps should I follow to initiate the implementation?
    3. I’ve been trying to navigate the Microsoft Learn documentation, but it hasn’t been working for me so far. Are there any additional resources or best practices you can recommend?

    I would greatly appreciate any guidance or insights to help me move forward with this urgent project!

    Thank you in advance for your assistance!

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 297,929 Super User 2025 Season 2 on at
    Urgent Help Needed: Complete Guide for Setting Up Dynamics 365 HR from Scratch
    Hi,

    There are quite a lot of features. There is no public guide for setting up all areas. What exactly is the goal for using HR? Do you need to setup all features? I would recommend you to get in touch with an implementation partner with HR experience. They are able to guide you in this journey.
     
    Also there is a TechTalk video available: Dynamics 365 Human Resources Overview - TechTalk
     
    Next to these resources there are various blog about Human Resources, but as mentioned above, there is no public guide available.

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