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Finance | Project Operations, Human Resources, ...
Suggested answer

Benefits implementation

Posted on by 91

Hi,

I need to understand in terms of process flow of implementing Benefits. For instance, is it the employee enrolls on benefit portal and all the details are pulled in D365 HR or is it that employee selects the plan in D365 HR and then goes to benefit vendor.

Please if anyone can help me understand the process flow in terms of what they have implemented for their clients.

Thanks.

  • Suggested answer
    naneurrutia Profile Picture
    naneurrutia 212 User Group Leader on at
    RE: Benefits implementation

    Hey! I created a series about this because of the same reasons.

    www.anainesurrutia.com/.../new-bm-journey-the-path

  • poonamT Profile Picture
    poonamT 91 on at
    RE: Benefits implementation

    Thanks for your response. But I need to understand more from business perspective what is advisable to maintain enrollments in vendor portal and let the data come to D365HR or have enrollments in D365HR and then flow to the benefits vendor.

    Thanks

  • Suggested answer
    Charlotte X Profile Picture
    Charlotte X on at
    RE: Benefits implementation

    Hi poonamT,

    Please check if the link below can answer your question:

    TechTalk: HR Functional Series - Part 7: Benefits Management - Microsoft Dynamics 365 Community

    Best Regards,

    Cjarlotte

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