What’s Dynamics 365 Human Resources doing in Microsoft Teams? Microsoft is in prime innovative and adventure mode during which it has tightly integrated one of the desired self- service features between Dynamics 365 Human Resources and Microsoft Teams: the released preview feature of the app contains the self-service activities of Leave and Absence. The out-of-the-box integration covers at a high level: • Accessing all your leave balances directly in Teams • Submitting time-off requests • Viewing the progress of time-off in real time

1. D365 Human Resource Management
Leave and Absence Automation
integration with Microsoft Teams
Table of Contents
Leave and Absence in Microsoft Teams................................................................................................1
How to Activate the Feature.........................................................................................................................2
How this App Helps Employees in Teams.....................................................................................................5
Time-off Section in the App – What can you do?.........................................................................................7
How this App Helps Managers in Teams ....................................................................................................10

2. What’s Dynamics 365 Human Resources doing in Microsoft Teams? Microsoft is in
prime innovative and adventure mode during which it has tightly integrated one of the
desired self- service features between Dynamics 365 Human Resources and Microsoft
Teams: the released preview feature of the app contains the self-service activities
of Leave and Absence.
The out-of-the-box integration covers at a high level:
• Accessing all your leave balances directly in Teams
• Submitting time-off requests
• Viewing the progress of time-off in real time
How to Activate the Feature
Add the app in Teams
In the Teams app, click on the ellipses as shown below and search for Human
Resources. You will find the Preview app as shown below:
Click Add to add the app to Teams.

3. Log in to the HR App in Teams
Once you have added it, you can access the app but will need to sign in for the first
time:
Note: Before you sign in, ensure your user account already exists in the respective
D365HR environment and is activated with corresponding roles.
If you have multiple environments, you can choose the respective environment from the
settings section of the app. Once logged in, you will see a welcome message from the
Human Resources bot. The bot guides you on what you can do in the app, e.g., request
time off, view balances, and so on.

4. Also, you can Enable notifications for Teams app in D365HR. If you enable that, bot
will notify if the leave request is submitted successfully and will notify once it’s
approved. By default, it will enable notifications for all the active users in D365HR.
As an individual user, I can opt-out from my user options settings in D365HR:

5. How this App Helps Employees in Teams
Chat section in the app – What you can do?
The chat section is guided by an interactive bot – quite a unique feature in Teams – that
interacts with you and provides information related to the app. In the What can I
do? field, type View balances (for example).
Another example: ask specifically for your balance in a particular leave type (or simply
click on the leave type in the above screenshot).

6. You can even request time off directly from the message shown above. Click Request
Vacation time off to see the screen below where you can enter Start date and End
date and either Save as draft or Submit request.
Once the request is submitted, the bot will let you know it was submitted for approval
successfully, as shown below:

7. Once approved, the bot will notify you:
Time-off Section in the App – What can you do?
The section works in the same way. You log in to ESS and go to your Leaves-related self-
service activities. In this section, you can:
• Request a new leave
• Check balances
• View upcoming leaves
• View all leave requests

8. You can create and submit time-off requests as shown below:
If the request submitted from Time-off section is approved, you will receive
a typical notification in Teams:

9. And you can see the approved request details directly in Teams, so you don’t need to go
to ESS:
Send Upcoming Time-off Details to Your Peers
Go to the chat section and find the peer with whom you want to share the information.
In the type area, there is an icon you need to select as shown below. This button will
bring you upcoming and draft leaves:

10. Select the request and send your message as shown below:
How this App Helps Managers in Teams
Prerequisite
Managers can also benefit from this app. But for that, you should:
1. Have at least one direct report
2. Manager role (optional). Yes, you can still use even though you don’t have
manager role in D365HR (at least for now)
3. A preview feature to be enabled:

11. Time-off section in the app
Employee, if also a manager, can now see two sections here:
1. My time off (for self)
2. Team calendar – Manager will be able to view approved and pending time-off
requests of direct reports in a calendar view as shown below
Manager can change the calendar based on particular dates, week or month, and can
view the requests accordingly.
Approve or reject the leave request
Manager will be notified of any leave request submitted from his/her direct report as
shown below:
You can also view the pending leaves from Time off > Team calendar as shown below:

12. Now you can Approve or Deny directly from your chat space in Teams. You can even
enter comments before approving it.
In D365HR, the workflow status will be changed to completed.