CRM, CRM Software Blog TeamFebruary 18, 2022

Microsoft Dynamics 365 Onboarding – How To Get Started?

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Microsoft Dynamics 365 Onboarding – How To Get Started?

In this article, learn more about Microsoft Dynamics 365 Onboarding. Just continue reading to have more ideas.

What Does Microsoft Dynamics 365 Onboarding Mean?

Microsoft Dynamics 365 Onboarding is an application that allows companies to onboard new employees in their system. In this application, you can create an account for the new employee. You can add the details of the new employee to that account.

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This application is a mobile application. You can access this application from any place, any time you want. You just need to have a Microsoft Dynamics 365 account to access this application.

How To Get Started With Microsoft Dynamics 365 Onboarding?

When you have a new employee in your company, you need to onboard that new employee in your system. To onboard the new employee, you need to follow these steps:

Step 1

First of all, sign in with your Microsoft Dynamics 365 account. You need to have a Microsoft Dynamics 365 account before getting started with this application. If you don’t have an account, you can create an account for yourself. Just go to https://portal.office.com/login and create a new account for yourself.

Step 2

Now, after signing in with your Microsoft Dynamics 365 account, your dashboard will appear on your screen. In that dashboard, you will find the Onboarding option. Click that option. It will redirect you to the new page where you can find a new button named Onboard New Users.

Step 3

After clicking that button, it will open a new page where you can see all your company employees who are using Microsoft Dynamics 365 Onboarding. On this page, you can see the details of those employees like their first name, last name, email address, and others.

Step 4

Now you can add the details of the new employee in this application by clicking the Add New User button. This button is located at the right side of your screen under the People list box. After clicking that button, a new page will open where you need to fill up all the necessary details of the new employee such as First Name, Last Name, Email Address, Phone Number, and others. And then click the Save button to save those details in your application.

Step 5

That’s it! After adding those details to your application successfully, you will get a message saying that information has been added to your system successfully. Now all the details of the new employees are ready to use for other team members who are using Microsoft Dynamics 365 Onboarding in their system

Conclusion

If you want to onboard your new employees in your system, you can use this application. Microsoft Dynamics 365 Onboarding is a very useful application for every company. It helps you to onboard the new employees in your system in only five minutes. This application is designed for companies across the globe. You can access this application from any part of the world. Just try it today!

I hope this article was able to help you to learn more and how it can be used by a company that is using Microsoft Dynamics 365 in their business environment!