Administration overview

Applies to these Dynamics 365 apps:
Human Resources

This article provides a list of the help topics and other resources to set up, manage, and troubleshoot Dynamics 365 Human Resources.

Configure Power BI workspaces

1. If you are using Power BI, configure Power BI with the FinOps entity store. For additional information, see Power BI integration with the entity store.

2. Enable the relevant aggregate measure based on the workspace where you want to enable Power BI. For addtional information, see the table below:

Workspace name	Measurement name
Personnel management	Workforce
Employee development	Workforce
Compensation management	Workforce
Benefits	Workforce
Leave and Absence	Leave
Recruiting	Recruiting
Learning	Training

3. Set the frequency on how frequently want the report to be updated for each of the aggregate measure. For more information, see Automated Entity store refresh.

Additional help topics and other resources to set up, manage, and troubleshoot Dynamics 365 Human Resources:

• System requirements

• Set up and manage instances

  • Provision Human Resources
  • Copy an instance
  • Remove an instance
  • Update process

• Set up data integration

  • Choose a data integration technology
  • Configure Dataverse integration
  • Configure integration with Finance
  • Configure integration with Dayforce
  • Create a recurring data export app
  • Integrate with Office
    • Office integration tutorial
    • Update entity data in Excel
    • Create Open in Excel experiences
    • Troubleshoot Office integration

• Manage features

• Configure and manage database logging

• Explore the user interface

  • User interface elements
  • Accessibility features
  • Feature management overview
  • Client FAQ
  • Action search
  • Advanced filtering and query syntax
  • Configure and filter workspaces
  • Show pages side by side by using the Open in new window feature
  • Keyboard shortcuts
  • Change the banners or logo images for legal entities
  • Navigation search
  • Personalize the user experience
  • Saved views
  • Create and work with custom fields
  • Embed Microsoft Power Apps
  • Find information by using lookups
  • Change the date for a session
  • Set a user's preferred time zone
  • Understand Lifecycle Services

• Documentation resources

  • Help system
  • Connect the Help system
  • View and export field descriptions
  • Task Recorder
  • Create documentation or training with Task Recorder

• Troubleshoot Human Resources

  • Get support
  • Optimize performance with auto cleanup tasks
  • Analytic reports aren't updated
  • Can't create an environment in the Power Apps Admin center
  • Client disconnects
  • Avoid truncated text in position hierarchy
  • Run the compensation process
  • Save a task guide to LCS
  • Access private addresses by security role
  • Human Resources doesn't appear in Dynamics 365 apps
  • Reporting options
  • Integration FAQ

Additional resources

eLearning courses

For online courses and training, check out Dynamics 365 Human Resources learning paths.

Videos

Check out the how-to videos that are now available on the Microsoft Dynamics 365 YouTube Channel.

See also

• What's new or changed in Human Resources
• Developer Guide