Dynamics 365 Human Resources

Disconnected HR systems will force finance teams to reconcile headcount, payroll, and benefits manually. DynaSUM connects Dynamics 365 Human Resources to Dynamics 365 Finance, so employees get accurate pay and simple time-off while your CFO sees workforce cost in the ledger. Our architects build the platform, and our dedicated offshore Finance and BPO teams run payroll administration and back-office HR data entry afterward.
Faster Employee Onboarding
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Administrative Work Automated
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Improvement in Employee Experience
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Dynamics 365 Human Resources Capabilities Engineered for Your Enterprise

Standard HR software works well for one country and one legal entity. DynaSUM configures Dynamics 365 Human Resources solutions around compliance, ERP connectivity, and employee well-being, then staffs the back office that keeps it running.

DynaSUM Approach to Dynamics 365 Human Resources Implementation

Intelligent HR Automation Powered by Microsoft AI

HR teams spend a large share of their week on documentation and answering the same questions asked by the team, whether it’s about payroll, leaves, benefits, onboarding, etc. Copilot agents take that load, and your HR partners keep every decision that affects a person’s livelihood or wellbeing.

  • Copilot Studio agent answers questions on leave balances, parental leave policy, and holiday calendars, then submits the request through Power Automate. 
  • As employees get assistance regarding burnout, harassment, a family emergency, or a health condition, the agent stops answering and hands the case to a named human HR partner.
  • DynaSUM engineers ground Copilot in Dataverse security roles, so it reads only what the asking user may see. 

Your HR team is empowered with an extra set of hands that takes over their workload, and the team does not lose judgment. When headcount shifts or a policy changes, you update the agent’s knowledge sources and flows in days rather than rebuilding a process.

Driving Financial Efficiency Through Connected HR Workflows

Industry Use Cases for Connected Workforce Management

01.

Professional Services

Consultant certifications expire, and utilization targets shift on a weekly basis. HR data that never reaches project planning leaves scope for more work to be included and billing gaps unseen.

  • Track certifications and renewal dates against project staffing needs.
  • Feed headcount and cost-rate data to Dynamics 365 Finance for utilization and margin reporting.
  • Route onboarding tasks to practice leads automatically.

02.

Manufacturing and Supply Chain

When multiple teams are working on shifts, and the process has to run 24 hours a day, there’s little room for paperwork errors. From tracking training to progress and workforce gaps, D365 HR provides a complete picture. 

  • Record safety training and equipment authorizations per employee and shift.
  • Capture absences and overtime for accurate payroll across plants.
  • Post labor cost by site to Dynamics 365 Finance for OPEX tracking.

03.

Financial Services

Regulators expect proof of qualifications, conduct, and pay controls across every legal entity, especially in the finance industry, and collecting all these manually means slowing down every audit cycle. 

  • Maintain regulatory certification records with expiry alerts.
  • Run multi-entity payroll with entity-level compliance rules and segregation of duties.
  • Produce audit-ready histories from Dataverse on request.

04.

Retail & eCommerce

Seasonal peaks mean the HR department has to hire new people on board, and even the in-store admin teams rarely sit at a desk. Slow onboarding costs shifts, and late payroll costs trust, and we aim to fix that as your Dynamics 365 Human Resources partner.

  • Onboard high-volume hires through mobile-ready Power Automate flows.
  • Manage availability, leave, and shift swaps for dispersed store teams.
  • Hand payroll data entry peaks to our BPO team during holiday cycles.

05.

Technology & SaaS

Fast headcount growth, hybrid schedules, and competitive benefits strain spreadsheets quickly. Finance needs workforce cost by team before the next planning cycle.

  • Link position management to headcount budgets in Dynamics 365 Finance.
  • Configure benefits and equity-related compensation plans by country.
  • Give hybrid employees one self-service portal for time off, equipment, and training.

The DynaSUM Advantage: Bridging HR Technology and Operations

Technology and Operations

We implement Dynamics 365 Human Resources, then our payroll and back-office BPO teams operate it. You deal with one accountable partner instead of an integrator and a separate outsourcer.

Solve Business Problem First

We have experienced that some clients need less software than they expect, and with this, we diagnose compliance gaps and data silos before we prescribe a SKU

Implement Complete D365 Ecosystem

We connect HR natively to Dynamics 365 Finance, Microsoft 365, and the Power Platform, so approvals, reporting, and AI agents share one data layer.

Global Delivery & Managed Support

We offer onshore, offshore, and hybrid delivery models, and our managed support team keeps tuning configuration, integrations, and agents after go-live.

Keep Your Employees Engaged with Dynamics 365 Human Resources

We share a wide range of architecture planning with custom solutions according to your existing process and future goals. We extend and enhance Dynamics 365 HR solutions with prebuilt apps and integrate AI so that you can fast-track onboarding, training, payroll, and compliance.

FAQs

Dynamics 365 Human Resources manages the HR record, compensation, and absences, while a country-specific payroll engine calculates pay. We connect that engine to Dataverse and Dynamics 365 Finance by API, and our BPO team can administer payroll processing.

Timelines depend on legal entities, countries, and migration scope. A single-entity deployment typically runs three to five months, and multi-entity programs often take six to ten months.

We extract historical personnel records, resolve duplicate employee IDs, and map legacy position hierarchies into Dataverse. Where AX or GP stays live for finance, we build bi-directional synchronization so both systems stay aligned during transition.

We configure agents to answer only routine, policy-based questions. Topics such as health, grievances, and family emergencies trigger a handoff to a named HR partner. Dataverse security roles also limit every agent’s response to data the asking user may see.

Still have questions?

We’re happy to help. Reach out to discuss your needs, challenges, and how AI can fit your business.