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Phase 2 · Evaluate HumanResourcesFlow 365 · Learning

Learning and certification on Dynamics 365

From a published course to a certification on the employee record, with the learning portal connected.

← HumanResourcesFlow 365
What it adds

HumanResourcesFlow 365 Learning extends the standard Dynamics 365 HR training with mandatory training rules, a connected learning portal, assignment by rule or self-enrolment, manager-approved extensions, and certifications with expiry dates on the employee record.

Mandatory training rules Rules say who must complete which course, and by when.
A connected learning portal Courses are published to the portal and sent to HumanResourcesFlow 365 as events.
Assign or self-enrol Employees are assigned courses by rule or enrol themselves.
Approved extensions Overdue learners can request an extension, which the manager approves.
Completions come back Completions and failures come back and update each assignment.
Certifications and expiry Certifications and expiry dates are recorded, and overdue training is reported.
Process flow

How learning flows through HumanResourcesFlow 365

From a published course to a certification on the employee record, with the learning portal connected.

Start Course published
  1. HR Set the rules Mandatory training rules say who must complete which course, and by when.
  2. Learning portal Publish courses Courses are published to the portal and sent to HumanResourcesFlow 365 as events.
  3. Employee Assign or enrol Employees are assigned courses by rule or enrol themselves.
  4. Manager Approve extensions Overdue learners can request an extension, which the manager approves. Control point
  5. Learning portal Complete Completions and failures come back and update each assignment.
  6. HumanResourcesFlow 365 Certify and report Certifications and expiry dates are recorded, and overdue training is reported.
Result Compliance record up to date

Frequently asked questions

Is there a learning portal?

Yes. Courses are published to the learning portal and sent to HumanResourcesFlow 365 as events, and completions come back to update each assignment.

What is reported?

Certifications and their expiry dates are recorded on the employee, and overdue training is reported.

How an engagement runs

It starts with a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed. Four phases follow, each with something you can use and review.

01

Discover

Process workshops, data audit, and a fit-gap against the standard product.

02

Design

Solution blueprint, integration map, and the extensions we will actually need.

03

Deploy

Configuration, migration rehearsal, role-based training, UAT and phased cutover.

04

Support

Hypercare, managed services, client portal, scheduled optimisation reviews.

What drives the cost: users, legal entities and currencies, integrations, data migration and the gaps found against standard. See how pricing works, run the three-minute readiness score, or book a consultation.

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