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HR Functional Series – Part 7: Benefits Management | April 7, 2022


Rachel Profitt – Senior Fastrack Solutions Architect

Steven Koppens -– Senior R&D Solutions Architect

Adeel Edhi -– Senior R&D Solutions Architect

This is a series of functional tech talks covering in depth the capabilities available in Dynamics 365 Human Resources.

Part 7: Benefits Management

  • Process map for benefit plan configuration
  • Key considerations for benefit management integrations
  • Process map for life events
  • Demo three key life event changes
  • Key considerations for processing batch jobs related to benefits
  • Process map for flex credit programs
  • Process map for open enrollment
  • Key considerations for user experience with open enrollment
  • Do’s and don’ts
  • Checklist for benefits plan configuration
  • Checklist for flex credit plan configuration
  • Checklist for benefits integrations

Download Presentation (pdf)


HR Functional Series


Do you have suggestions for additional features or other ideas?  Please visit https://experience.dynamics.com/ideas/ to share and vote!

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