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Business Process Catalog: Develop people strategy (D365 HR)

Imagine trying to build a house without a blueprint. You’d probably end up with crooked walls, leaky plumbing, and an unsafe roof. That’s exactly what it’s like trying to run HR without a clear guide. Microsoft’s Business Process Catalog is that blueprint, it lays out all the steps and structures you need, so you can build your people strategy on solid ground.



What’s the Microsoft Business Process Catalog?

Think of Microsoft’s Business Process Catalog like a giant IKEA instruction manual for running your business. It breaks down all your processes: HR, finance, sales, into clear steps, so you don’t have to guess what comes next.

In HR, one of the biggest “sections” is Hire to Retire, the full journey of an employee, from day one to the exit interview. And the very first stop on that journey? Develop People Strategy. That’s where we lay the foundation so everything else works.


Hire to retire subprocess details
Hire to retire subprocess details


Organisational Structure

First up: structure. Dynamics 365 HR lets you map:

  • Organisational hierarchy — the big picture, like your company’s “map”


  • Department hierarchy — where the work actually happens


  • Position hierarchy — the specific roles everyone plays



Without this, approvals, reporting, and workflows get messy. With it, everyone knows their street, house, and mailbox.

Example: Instead of wondering who can approve a budget, the system automatically routes it to the right manager — no awkward emails or delays.



Operating Hours & Calendars

People aren’t robots. Dynamics 365 lets you set:

  • Calendars — workdays, holidays, office closures




Example: Think of it like a co-op video game — if players log in at random times, your raid fails. Set schedules and shifts, and everyone knows when to show up for the boss battle.



HR Workflows

Rules aren’t just boring paperwork. They keep things fair. Dynamics 365 helps you define:

  • Workflows — so rules are enforced automatically


Example: Instead of managers guessing if someone can take extra leave, the system flags it automatically — less stress, fewer mistakes.



Expense Policies

Expenses can spiral out of control. Dynamics 365 lets you:

  • Set expense rules — what’s reimbursable and what’s not

  • Create approval workflows — your finance team sees everything automatically

Example: No more “I bought ten coffees for the team” surprises — the system catches it first.



Workforce Planning & Position Forecasting

Don’t wait until you’re desperate to hire someone. Dynamics 365 helps you:

  • Plan your workforce — align headcount, budget, and skills


Example: It’s like prepping sweets before Halloween — if you know 50 kids are coming, you buy enough candy instead of scrambling at the last minute.



Communication Strategy

Even the best plans fail if no one knows about them. Dynamics 365 helps with:

  • Visualising reporting lines

  • Self-service dashboards for managers and employees

  • Communicating policies, schedules, and expectations clearly


Example: Everyone knows “who’s on my team?” and “what’s expected this quarter?” without endless emails or meetings.



Strategy is just the beginning. Ready to see how that plan turns into a team? Watch this space for our next breakdown: Recruiting and Onboarding Talent.



Official Microsoft Resources:

 
 
 

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© Ana Ines Urrutia de Souza 2025
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