Microsoft Dynamics 365
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Business Processes: Require all members of a group to complete
Idea: Allow the set up of a business process task which is not closed off until all members of the group have marked it complete. Our client wants to use business processes to give each a task to each member of a group, such as to review a new policy that has been published. If they use busine...
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Category: Workflow (52)
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Thank you for your suggestion. To help us in our review process, we’re requesting votes from the community to help us understand the importance of this functionality. This posting is provided “as is” with no warranties, and confers no rights.
Worker transfer - do not overwrite End date of the new transfer with Position end date
When you are in process of specifying a worker transfer, the order of the fields for the position the worker is going to be transferred to is that you are prompted to define Start Date and End Date of the new Transfer before you specify the Position worker will be transferred to. If you define...
Department field on HcmWorkerActionTransfer Workflow
Please add the workers current department to the HcmWorkerAction Transfer workflow conditions. This will help with workflow routing when a worker transfer between departments.
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We’re pleased to announce the completion of this functionality. For more information, see [link to docs]. This posting is provided “as is” with no warranties, and confers no rights.
Extend the Title field length (currently 30 chars)
Title field length is needed to be extended to at least 65 characters.
Enable Active Directory Security Group functionality in Talent as per Finance and Operations
Provide a parameter in Talent's System Administration module to enable the same functionality that can be enabled through the Active Directory Security Group license key in Finance and Operations: This will help design an integrated security experience for ERP rollouts.
Include HR in CC for sending email notifications
Microsoft dynamics Talent provides the feature of sending and receiving emails via workflows. We have created a workflow for approval/denial of leave requests along with email notification. In the workflow, an employee will create a leave request and then the workflow will get triggered. An em...
Thank you for your suggestion. The functionality described is available today in Dynamics 365 for Talent. The Leave workflow can be routed to the employees manager. A second notification can then be set up to notify other individuals including HR. Please add a new Idea with additional details if the above description does not meet your requirements.
Additional Details: https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/organization-administration/create-workflow
This posting is provided “as is” with no warranties, and confers no rights.
Customize the email templates
I want to customize the email templates used to send emails
Thank you for your suggestion. Please provide more detail on the specific areas that email templates. If this is for Core HR, please add a new Idea with the additional details.
If the suggestion is for Dynamics 365 for Talent: Attract. Please add the idea here: https://experience.dynamics.com/ideas/categories/?forum=44d6c48a-95b0-e811-a96a-000d3a1bece3&forumName=Dynamics%20365%20for%20Talent%3A%20Attract
Add "Known As" first and last names as options for workflow notification output
Currently in workflow notifications, users can only add the worker first name and last name. In some cases, these names are very different than the actual name that the employee uses, and the managers may not even be aware. Workflows are created for vacation approval requests and are sent to th...
Thank you for your suggestion. We’re considering this functionality for a future release. This posting is provided “as is” with no warranties, and confers no rights.
Make mandatory fields Mandatory!
Currently when a hire is request the system will automatically reject a submission without a 'Reason Code' as this is a mandatory field. However, if that is the case, you should not be able to submit without it! If you do there are no notifications to either the submitter or the authorisor. Th...
Review workflow enhancement
Currently the review type workflow is only triggered on the employee (after the manager has started the review process). It would be great if you could choose worfklow based on different types of reviews and then have it trigger on the 1st step of starting the review, or have the workflow trig...
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Deepak Shankar
Nathan Meredith