Get started with Talent

In Microsoft Dynamics 365 for Talent it's easy to modify the user interface and set options that make the software more intuitive for your needs. This topic includes links to topics that provide information on how to adapt the user interface to your preferences. The topic also includes links to information that can help you find information in the system efficiently and accurately.

Note

The following products are closely related: Dynamics 365 for Finance and Operations; Dynamics 365 for Retail; and Dynamics 365 for Talent. The same functionality may appear in all 3 products. As a result, in topics that are primarily related to Retail, the product name will be Dynamics 365 for Retail; in topics that are primarily related to Talent, the product name will be Dynamics 365 for Talent; and in topics that are related to the core product, the product name will be Dynamics 365 for Finance and Operations. Topics that are written for one product may apply to the same functionality in a related product.

Personalizing Talent

The following topics show how to set up many features in Dynamics 365 for Talent that make it easier for you to get your work done in a timely manner.

Accessing information

The following topics explain how to use lookups, and the search and filtering features, to find information quickly.

  • Use lookups to find information - This topic shows how lookups can help you quickly find the correct or desired value. The topic describes how lookups work and includes tips to help you optimize your use of them.

  • Advanced filtering and query syntax - This topic describes the filtering and query options that are available when you use the "matches" operator in the Advanced filter/sort dialog box.

  • Navigation search - This topic explains how to use the search functionality to navigate to pages. The Talent application includes a number of areas and pages to help you perform various tasks. Using the navigation search feature can help you quickly find the pages that you need to complete your tasks.

  • Action search - This topic describes the action search functionality. Action search will help you find and run actions on a page. The pages in the product primarily expose commands on Action Panes, both the standard Action Pane that appears at the top of a page and the toolbars that appear in various sections of a page.

Additional resources

What's new and in development

Go to the Microsoft Dynamics 365 Roadmap to see what new features have been released and what new features are in development.

Blogs

You can find opinions, news, and other information about Accounts payable and other solutions on the Dynamics 365 for Talent.

Videos

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