Microsoft Dynamics 365 Human Resources

1. Microsoft D65Human Resource

2. OVERVIEW OF D365 HUMAN RESOURCE 01 DYNAMIC 365 HUMAN RESOURCE 02 Table of Contents OUR ERP CAPABILITIES 03 OUR DIFFERENTIATORS 04 SUCCESS STORIES 05

3. Complex Implementations Managed Services Data Architecture Design Integration AI Powered Deliveries Cloud Data Management Services Vision To revolutionize businesses with innovative solutions that drive efficiency and growth. Mission To provide tailored business systems that streamline operations and empower businesses to succeed. We are a trusted provider of ERP and CRM solutions, specializing in Dynamics 365, Azure Data & BI Services, Microsoft Power Platform, AI & ML, CRM and Mobile App Development Services. Global Presence GDA Hubs in Bangalore Ireland Dubai Delhi Tecno-Functional Team MS Implementation Partner SUCCESSFUL PROJECTS Technology Stack TECHNOLOGY FOCUS Domain Key Service Offerings Key Milestones • Dynamics 365 (Finance & Supply Chain Mgmt, CE & Business Central) • MS Power Platform • Azure Data & BI • AI&ML Services • iOS, Android apps 30 + Enterprise Clients 100 + Seasoned Professionals 60 + Successful Global Projects 100% Customer Retention • 60+ projects successfully delivered across 6+ continents • 35+ New Implementation • 20+integrations • 6+ upgrades • 3+ data migration (ELT Value Proposition 12+ Partners 35+ Data Source Integrated 40+ Certified Resources 90% Adoption Rate Customer Education & Enablement ~ 60% faster adoption Business Domain Expertise ~30% unnecessary customization costs. Microsoft Azure Power Platform Microsoft Dynamics 365 10+ Accelerators 6+Upgrades 3+ Data Migration (ELT) 10+ Industries 100% Customer Satisfaction Comprehensive E2E Services Saves ~ 20% project time while delivering future proof solutions. Tailored Solutions Full Lifecycle Support | Higher Efficiency, D365 Supply chain Management D365 Business Central Data Factory D365 CRM D365 Finance DevOps Power Automate Logic Apps PowerApps AI Builder Power BI Cost-Effectiveness Saves ~ 30% on recurring cost Measurable ROI Strategic Innovation for Real ROI CERTIFIED RESOURCE Business Model Time & Material Project Fixed Cost Project • 100+ experienced professionals • Team with 10+ years of average experience • 40+ Microsoft certified resources • Tecno-Functional Team Logistics & Warehouse mgmt. Healthcare & Life Sciences Data Migration AI Chatbot Support & Maintenance Enterprise Process Diagnostic Version / Code Upgrade RPA & Desktop flow Business Consulting- Assessment Resource Augmentation 1 Project Support & Maintenance User Training User trainin Discrete & Process Manufacturing Distribution & Supply Chain Retail & E-commerce Services BFSI

4. D35 HR Capabilities Impact of Dynamics 365 HR across the Globe Features D365 Human Resources Key Dynamics Solutions offers D365 Human Resources to streamline HR operations, enhance workforce management, and improve employee engagement. Boost your Business with Dynamics 365 HR Leave Management • 45% Self-Service Portal Automate leave plans and approvals • Reduction in HR administration time Employees can manage personal info, pay slips, leave, and benefits Unified Employee RecordsMaintain a centralized database of all employees with secure, role-based access. Optimized Workforce PlanningAlign hiring, retention, and development with business needs through workforce analytics. Efficient HR ProcessesAutomate HR tasks like time-off approvals, benefits enrollment, and compensation changes. Improved Employee ExperienceProvide modern tools for self-service, career growth, and personalized learning journeys. Connected EcosystemIntegrate seamlessly with Microsoft Teams, Power BI, LinkedIn, and Office 365. Performance Tracking $3.5M • 45% Onboarding Align goals with evaluations and feedback • Increase in employee engagement Digitized checklists and LinkedIn integration for new hires • 22% • 30% • 55% • Faster onboarding • time Learning Management: • 45% Compensation Planning • Cost savings through process automation Track training, certifications, and upskilling Handle bonuses, benefits, and pay structures AI Insights • 350% Predict attrition, track performance, and analyze workforce data • Better retention with data-driven planning Globalization & Compliance Global Workforce Support – Manage HR processes across countries with local labor law compliance.  Compliance & Auditing Tools – Track policy adherence, certifications, and audit logs.  Flexible Policy Management – Tailor leave, benefits, and compensation policies by location or employee type.  Multi-language & Localization Support – Configure local holiday calendars, tax setups, and languages.  HR Data Privacy & Security – Role-based access, GDPR readiness, and audit trails. Learning & Development Employee Self-Service Compliance & Policy Management AI-Driven Insights Workforce Planning & Analytics Leave Management HR Analytics with Power BI Onboarding Automation Performance Tracking

5. D365 HR Modules and Business Processes • Business Process • D365 HR Module Used • D365 HR Module Used • Business Process

6. D365 Human Resources Modules and Business Processes Compensation & Benefits Time, Attendance & Scheduling Leave & Absence Management Employee Management Recruitment & Onboarding Performance & Development Compliance & Insights • Salary structures • Bonus plans • Benefit eligibility • Enrolment rules • Leave requests & approvals • Policy-based entitlements • Calendars & holidays • Absence analytics • Job requisition & posting • Candidate tracking • Offer management • Digital onboarding checklists • Goal setting • Performance reviews • Feedback journals • Training and certification tracking • HR analytics (Power BI) GDPR, EEO, OSHA tracking • Diversity and inclusion metrics • Succession & workforce planning • Timesheets • Shift planning • Work hours compliance • Integration with time clock • Position assignments • Promotions & transfers • Exit processes Useful Integrations:​ Useful Integrations with D365 HR • Microsoft Power Platform • BI: HR analytics • Automate: Workflows • Apps: Custom tools Compliance & Audit Tools GDPR, HIPAA, ISO readiness • Microsoft • Azure • Azure AD login • Data control • audit logs Microsoft Viva & LMS Platforms Employee experience, engagement, and learning paths Dynamics 365 Finance Integrated payroll, budgeting, and cost center allocations • Teams • & Outlook • Leave approvals team • collaboration & notifications LinkedIn Talent Hub Applicant tracking and sourcing integration Payroll/Time Solutions (Third-party) Integration with ADP, Kronos, SAP, etc.

7. D365 HR Modules and Business Processes HR Process D365 HR Modules Used Sales orders, quotations, return orders Purchase orders, vendor management Stock control, batch/serial, on-hand inventory Inbound/outbound logistics, location management Production orders, BOM, routing MRP/MPS, forecast, safety stock planning Shipping, delivery routing, load planning Product master, variants, attributes Inspection, non-conformance, quality orders Equipment lifecycle, maintenance For indirect procurement and service tracking

8. D365 HR Integrations Compliance & Employee Wellbeing Talent Acquisition & LinkedIn Sync • Track certifications, training, and regulatory compliance. • Monitor DEI metrics and benchmark against industry standards. • Ensure workplace safety with integrated health tracking tools. • Post jobs and track candidates using LinkedIn Recruiter System Connect. • Integrate with ATS for smooth recruitment workflows. • Automate listings on job portals to save time. • Integration & Data Sync • AI & Machine Learning Extensions • AI & Machine Learning Extensions AI & Predictive Workforce Insights Dynamics 365 Data Integration • Use AI to predict employee attrition and plan succession. • Track engagement and performance trends with smart analytics. • Leverage Azure AI/ML for deep workforce insights. • Sync HR data with Finance, Projects, and other D365 modules. • Create unified employee profiles across departments. • Use common APIs to integrate with payroll and benefits systems. • External System Integration • IoT & Real-Time Monitoring Real-Time Dashboards & Self-Service • External System Integration • Managers get real-time data on team performance and attendance. • Employees access pay slips, benefits, and leave via self-service. • Receive HR alerts and approvals through Teams and Outlook. • Connect with leading payroll providers like ADP and Paychex. • Integrate time-tracking systems like Kronos or SAP SuccessFactors. • Link to LMS platforms including LinkedIn Learning. • Industry-Specific Add-ons • Reporting & Analytics • Industry-Specific Add-ons HR Reporting & Analytics • Healthcare: Manage credentials and HIPAA-compliant workflows. • Retail: Handle hourly shifts, store schedules, and POS data. • Construction: Track safety, contractors, and licenses. • Power BI dashboards for insights on hiring, attrition, and diversity. • Generate compliance reports (GDPR, OSHA, ISO). • Plan future staffing with visual workforce planning tools.

9. 30+ Enterprise Clients 12 Partnerships Our ERP Capabilities Key Differentiators Bank Integration Implementations Enterprise Process Diagnostic/ Review Impact Reduction in manual bank reconciliation efforts up to 70%. 20+ Certified Resources Integration with 10+ Global banks, supporting multi-currency and multi-country operations. 10+ Accelerators Business Process Analysis | System Design and Customization | Testing | Change Management | Deployment Understand pain points | Identify improvement opportunities Carrier hub Integration Upto 30% improvement in operational efficiency. Product Portfolio Reducing discovery timeline upto 20%. Impact Reduced shipping errors up to 40% Save up to 10-15% on freight costs. Seamless integrations with 10+ leading carriers, and global shipping platforms like nShift, FarEye. Migrations & Upgrades System Integration Data Analysis & Mapping | Data transformation | Backup & Contingency Planning | Data migration | Version upgrade System Evaluation | System design and development | Middleware Configuration | Integration Testing Automationof warehouse management process Impact Reduced order processing time up to 25% & Reduced overstock/stockouts up to 30% Warehouse automation using mobile device, bar code, scanning feature, Sensor & AI Integrations reduce chances of data errors upto 90% 50% faster system operations. . Support & Maintenance Managed Services 24/7 support | Performance Optimization | Regular System Health Checks Cloud hosting | Server management | Proactive monitoring | Security mgmt. | System audits | Disaster recovery and Business continuity ElectronicReporting 12+ country-specific formats for regulatory filings, including tax, VAT, and invoicing requirements. Impact Fast creation of regulatory and business reports up to 60% Uptime increase upto 99.99% & resolution time for critical ERP issues reduces upto 70% Upto 40-60% faster IT issue resolution

10. Key Highlights • Business Consultants & Technology teams collaborate to align the client’s project goals and needs, using industry best practices. • Covering the full spectrum of technologies, from classic to cutting-edge, for a seamless digital transformation. • Offshore delivery model make our projects cost effective. Key Highlights & Value Proposition Customer Education & Enablement Multi-Channel Training Content | Localized & Multi-Language Training Support | Proactive User Engagement Strategies | Market trends update Up to 60% faster adoption of new system organization wide Value Proposition Comprehensive E2E Services Strategy | Process consulting & re-engineering | Design | Implementation | Continuous Improvement Services | Cross-functional team collaboration Saves up to 20% project time while delivering future proof solutions. Business Domain Expertise in-depth domain knowledge to address specific industry challenges cutting down up-to ~30% unnecessary customization costs. Tailored Solutions Customized workflows with full lifecycle support. Improved Efficiency, CSAT, NPS Cost-Effectiveness Scalable solutions | Template Repository | Technical library | Test case repository | Technical COE | Offshore delivery model Saves up to 30% on recurring cost Measurable ROI Innovation and strategy for tangible value, guaranteeing  real ROI over a longer duration, including build-in inflation -adjustments and time to market  Risk & Compliance Automated Risk Assessment |Regulatory-Ready ERP Solution | GDPR & SOX Compliant Framework | AI-Driven Compliance Alerts & Notifications Reduced risk exposure up to 30% with automated monitoring tools.

11. Key Differentiators Current Challenges Desired Outcomes Fragmented data Unified platform for all data Inefficient processes Workflow automation Operational blind spots AI chatbots Limited insights Real‐time insights Seamless integrations & more! Manual tasks Data Expertise Pre-Built Accelerators Risk & Compliance Frameworks Template & Repository Libraries Technical COE Successfully used in 10+ implementations, delivering faster time-to-value. Ensure 100% adherence to GDPR, SOC, ISO, or other relevant compliance standards. Achieved 99.5% data accuracy in migration for previous clients. . Reduce delivery time by 15–20% with coding best practices & environment branching Cut project effort by 15–20% with 100+ reusable templates from past projects Deployment accelerators reduce implementation timelines by up to 25%. • Reuse of customizations, • Power Platform extensions • & BI reports • Over 90% certification rate in relevant technologies among COE team members Pre-tested scripts save up to 4 weeks of manual migration effort. Reduce risk exposure up to 30% with automated monitoring tools.

12. Implementation Methodology Executive Sponsorship • Technical CoE- readily reference for Coding best practices, Environment Branching (2 weeks effort saved) • Technical library - readily reference for reuse of customization, Power Platform extensions, Power BI reports (10 to 20% effort reduction) • Template repository – readily reusable templates available based on previous project experiences (15 to 25% effort reduction) • Test case repository- readily available for reuse (20 to 25 % effort reduction) • Configuration and Data Migration – Readily available templates for reuse (25 to 30% effort reduction) Value Addition Project Management Phase Data Architecture Business Architecture Application Architecture Business Requirements Logical Architecture (Vision) Conceptual Design Initial Object Model Business Modelling Business Requirements/ Use Cases Data Architecture Interface Scope & Strategy Design Logical DB Model, Data Conversion Design Specs, Integration Detailed Des. Batch/Real Time Scheduling Final Object Model, App Design Specs,  Workflow Design, Development Standards, DevOps & Build Plan Site Map, Navigational Model User Acceptance Criteria Change Management Strategy Development Construction (Weekly Builds) Unit Test Discrepancy Fixes Database Extensions EAI Development, Batch Development Data Migration Iterative Build Testing, System Test Scripts ,Build Online Help, Develop Training Quality Assurance Integration Test System Test/UAT Deliver Training Test Scripts Test EAI Services Execute System Test Scripts Discrepancy Fixes Deployment Training Session Production Testing Migration Data Production Support Prepare Prod App Production Support Final Deliverables

13. SUCCESS STORIES

14. Success Story 35% Reduction in HR Workload Faster Onboarding Improved Data Accuracy 40% Improved Data Accuracy 60% 25% 20% Higher Employee Engagement A fast-growing tech startup struggled with manual HR tasks, slow onboarding, and scattered employee data—leading to inefficiencies and poor workforce visibility 15% Better Performance Tracking Solution 4 1 Smarter Talent Acquisition & Learning Used D365 HR for applicant tracking, skill mapping, and assigning development paths. Automated Onboarding & Offboarding Streamlined new hire processes and exits with task automation and system access via D365 HR. Key Challenges Delayed onboarding due to manual, paper-based processes Disconnected employee data causing inconsistencies Inefficient goal tracking and performance reviews Fragmented hiring tools hindering talent insights and planning 2 5 Centralized Employee Self-ServiceUnified employee data with D365 HR, enabling self-service for leave, payslips, and profile updates. Payroll System Sync Integrated D365 HR with payroll for accurate, timely salary processing. 3 Performance Management Integration Enabled goal tracking, continuous feedback, and reviews within D365 HR.

15. Success Story 45% less time on data reconciliation Faster audit readiness Better workforce planning 30% boost in global HR efficiency 30% 25% 20% better workforce planning A global manufacturer struggled with inconsistent HR data and policies, causing compliance risks and inefficiencies. 15% improved talent mobility Solution 1 4 Compliance Reporting Generated country-specific reports to meet local labor regulations. Global HR Data Consolidation Centralized all employee data using D365 HR for consistency and visibility. Key Challenges Inconsistent HR systems across countries led to data and reporting issues. Challenges in managing localized policies, benefits, and compliance. No unified global talent view, limiting workforce planning. Inefficient leave and absence tracking across regions. 2 5 Localized Absence Management Configured country-specific leave types and approval workflows. Talent Mobility SupportSimplified global transfers and expat management with unified talent profiles. 3 Regional Benefits Administration Managed diverse benefit plans with employee self-service enrolment.

16. Contact UsGet In Touch Delhi, India Sales@keydynamicssolutions.com +91 99906 90718 Keydynamicssolutions.com