Bringing Third-Party Apps into D365HR

One of my favorite things about Dynamics 365 Human Resources - or any D365 AI ERP app - has always been how extensible it is. Being able to add small, purposeful functionalities exactly where users already work makes a huge difference to the overall experience. Not big transformations or massive redesigns: just smart additions, in the right place.

In this case, I decided to embed an app I created with a third-party app provider directly into the worker record—lean, contextual, and easy to use.

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The starting point was simple:

• Leverage the existing Employee Development workspace

• Add something nicer and more visual on top

• Keep it easy and close to the employee data

• Avoid forcing HR users to jump between tools or even areas within D365

Instead of building a whole new workspace, I embedded the app as an additional tab inside the employee record. That way, everything related to employee development lives exactly where it should: with the employee (this gives me some ideas to centralize everything in one place, but let's keep it easy now Ana)

Why Employee Development?

From my (very humble) opinion, Employee Development is one of those areas in HR systems that always needs a bit more love. Particularly in D365 HR it can be a little bit rough in the edges, and not every customer finds it easy to use.

HR Pros don’t need more admin. They need clarity, context, and speed. So the focus of my third-party app was clear:

• A 9-grid matrix

• Better performance reviews

• A more visual and intuitive way to assess and support growth

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The good news? Adding an app (or a website) to Dynamics 365 Finance & Operations is surprisingly simple.

What it does require is:

• Patience

• Clarity of mind

• A solid understanding of the business process

If you know what you’re adding and why, the rest is just configuration.

Step-by-step: embedding the app in the worker record

1. Log into Dynamics 365 Finance and Operations

You’ll land on the main dashboard.

2. Navigate to Human Resources → Employees/Workers

(You can technically add this anywhere else too—as long as you access the right space in D365.)

3. Open an employee record

Select any employee.The system will display the employee record with all available tabs.

4. Enable personalization on the tab area

Below the employee name:

• Right-click

• Select Personalize

• Then select Personalize again

You’re now defining the area where your app will be embedded.

5. Add an app

A new configuration bar will appear.

• Select the three dots

• Choose Add an app

6. Configure the app or website

A small configuration window will open. At this point, you have two options:

Option A: Power App

You’ll need to provide:

• Name (this will be shown as the tab label)

• App ID

• Input context for the app

• Application size

Option B: Website (the one I used)

You’ll need:

• Name (again, used as the tab label)

• URL

Keep the name short and clear—this is what HR users will click on every day.

7. Save and done

Once completed correctly, the app or website is embedded exactly where you selected it—inside the employee record.

No custom deployment. No heavy development. Just a clean extension of the experience.

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You don’t always need to reinvent Dynamics 365 to improve it.

Sometimes, the biggest impact comes from:

• Understanding the real HR process

• Identifying where friction exists

• Adding the right thing in the right place

Employee Development deserves better tools—and embedding them directly into the worker record is a simple, effective way to get there. Small changes and better experience. Happier HR users.

If you want to experiment with this yourself, start small—and build where it matters most.