What is Dynamics 365 Human Resource migration
Microsoft announced in the year 2021 that Dynamics 365 HR module will be merging into Dynamics 365 Finance & Operations (F&O), and customers using the D365 Human Resources application are required to transfer their independent Human Resources application to the Finance & Operations infrastructure before the end of 2023.
As part of the infrastructure merge, all capabilities of the Human Resources application have been made available in finance and operations environments. Customers can migrate their Human Resources environments using the migration tooling that is available in Microsoft Dynamics Lifecycle Services. They can also optionally merge their data with their existing finance and operations environment.
Benefits of infrastructure merge
Currently, within Dynamics 365, there exist two distinct sets of HR capabilities operating on separate infrastructures.
- Dynamics 365 Human Resources, which is a complete stand-alone application running on an independent infrastructure.
- The HR module, which is a legacy set of capabilities that was previously part of our Unified Operations licensing bundle. The HR module runs on the same infrastructure as the other applications within our operations portfolio, which was previously named Finance and Operations.
With this infrastructure merge, customers will get one set of human resources capabilities within Dynamics 365 Finance and operations including:
- All the previous capabilities and enhancements on the standalone Human Resources application are now in the merged Dynamics 365 Finance and operations.
- All the new functionalities which include enhancements in Personnel management, Leave and Absence management, Benefits managements, Learning management, Dual-write enhancements, Resource management integration, etc.
What does this merge mean to customers?
- Dynamics 365 HR merges with F&O ERP system; standalone HR application discontinued.
- HR module integrated into F&O via feature management.
- F&O introduces separate Human Resources and Organizational Management functionalities.
- Users experience cosmetic updates, no significant changes in functionality.
- Future HR updates and features will be integrated into F&O.
Customer migration vs customer merge
Customer migration: The automated migration tooling is used to perform a “lift-and-shift migration” (movement) of the customer database from the Human Resources infrastructure to the finance and operations infrastructure which include all data, licenses, and integrations. The result is a new finance and operations environment that uses the customer’s Human Resources database.
Customer merge: Microsoft does not mandate this additional step. It is entirely optional and can be carried out by customers based on their own preferences and schedule. During this process, customer data is transferred to an existing environment, such as Finance or Project Operations. The migration is predominantly performed manually, utilizing Data Management Framework (DMF) data entities.
Licensing
There are no changes to licensing for Dynamics 365 Human Resources in the following areas:
- Minimum license purchase requirement
- Licenses to a production and a sandbox environment– If you have existing standalone Human Resources licenses that grants one production environment and one sandbox environment, the same number of licenses is available on the finance and operations infrastructure, at no additional cost.
- Additional sandbox licenses– If you’ve purchased additional sandbox licenses for the standalone Human Resources application, the same number of sandbox licenses is available for a standard acceptance test (sandbox) environment on the finance and operations infrastructure, at no additional cost.
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Dynamics 365 HR Migrations FAQ
Dynamics 365 Human Resources is an independent application that presently utilizes a distinct infrastructure from other finance and operations applications like Dynamics 365 Finance or Dynamics 365 Supply Chain Management. The merging of infrastructure will integrate Dynamics 365 Human Resources into the shared infrastructure used by other finance and operations apps.
Through the consolidation of these two sets of capabilities onto a unified infrastructure, Microsoft offer customers the following advantages:
Integration of the latest enhancements made to Dynamics 365 Human Resources in the past three years, such as improved leave and absence management, benefit administration, and reporting functionalities.
Enhanced extensibility through the utilization of Microsoft Power Platform, enabling customers to personalize pages and extend business logic according to their specific needs.
Improved deployment, updates, and maintenance processes that maintain consistency in terms of application lifecycle management (ALM), lifecycle services, geographic availability, and other relevant factors.
Increased potential for technological innovation as our engineering team leverages shared services, tooling, and reduced platform costs. This allows for greater focus on developing new and advanced features for the benefit of our customers.
Certainly! All users of Dynamics 365 Human Resources (D365 HR) are required to undergo migration to Dynamics 365 Finance and Operations (D365 F&O) before the December 2023 deadline. After this date, the standalone D365 HR solution will no longer receive support.
While migration is obligatory, the decision to merge the HR and F&O databases is optional. Organizations have the choice to either consolidate the databases into a single system or continue operating them independently.
The migration tooling from Microsoft was made available in December 2022, indicating that the migration deadline is anticipated to be in December 2023. Users are advised to transition to the Dynamics 365 Finance and Operations (F&O) infrastructure, ideally before 2024 at the latest.
Licensing for Dynamics 365 Human Resources remains unchanged in the following aspects:
- Minimum license purchase requirement.
- Licensing for a production and sandbox environment. If you currently possess standalone Human Resources licenses that provide access to one production environment and one sandbox environment, the same number of licenses will be available on the finance and operations infrastructure without any extra cost.
- Additional sandbox licenses. If you have acquired supplementary sandbox licenses for the standalone Human Resources application, an equal number of sandbox licenses will be available for a standard acceptance test (sandbox) environment on the finance and operations infrastructure at no additional expense.
Customer migration and customer merge are distinct processes with the following differences:
Customer migration involves using automated migration tooling to perform a “lift-and-shift migration” of the customer database from the Human Resources infrastructure to the finance and operations infrastructure. This results in the creation of a new finance and operations environment that utilizes the customer’s existing Human Resources database.
On the other hand, customer merge is an optional step that is not mandated by Microsoft. It is carried out at the discretion and timeline determined by the customer. During this process, customer data is transferred into an existing environment, such as a Finance or Project Operations environment. This step is primarily manual and can be accomplished using Data Management Framework (DMF) data entities.
Absolutely not! One of the major advantages of the forthcoming migration is the seamless transfer of all Dynamics 365 Human Resources (D365 HR) functionality to Dynamics 365 Finance and Operations (F&O).
Furthermore, there should be no loss of data, provided that the data migration process is executed correctly. It is recommended to involve your preferred partner to ensure a smooth and successful transition.
The user experience will be consistent with the standard Dynamics 365 platform experience. Although the general experience for the dashboard and menus will remain similar, it will be aligned with the standard Dynamics 365 Finance app experience.
You need to use dual-write integration to sync you data to dataverse
Yes, you need to manually change your integration url.
The process of merging Dynamics 365 Human Resources (D365 HR) with Dynamics 365 Finance and Operations (F&O) typically begins with a ‘Lift & Shift’ migration, which encompasses three essential steps:
- Planning and preparation, which involves assessing the requirements and objectives of the merge.
- Initiating the automated migration through Lifecycle Services, leveraging the appropriate tools and resources.
- Making a decision on whether to merge the F&O environments or maintain them as separate entities.
To ensure a smooth and successful merger, it is highly recommended to involve a D365 implementation partner like DynamicsPlus. Their expertise can greatly assist in maximizing the benefits of the process.
The existing Human Resources app in Teams is shifting to a Microsoft Power Platform solution.
- The Microsoft Dynamics Lifecycle Services user should have the Organization adminrole.
- Refresh your sandbox from Production
- Copy your dataverse environment before migrating a Sandbox
- Power platform environment should have enough storage capacity for the environment copy