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Navigate Dynamics 365 HR

  1. Open the navigation pane

    Click the hamburger menu (☰) at the top-left of the screen to expand the full navigation menu.

    The D365 screen with the hamburger menu icon highlighted at the top-left

  2. Go to a module

    Click Modules to see all available functional areas — including Human Resources, Employee Self Service, and others relevant to your role. Click into a module, then expand its submenus to find the page you need.

    The D365 navigation pane open with Modules expanded, showing the Human Resources module in the list

    Note: You can search for any module, form, or page directly using the search bar at the top of the screen. To return to your home page at any time, click the Home icon in the navigation pane.

  3. Use the Action Pane

    When you open a record — such as an employee profile, a visa record, or a questionnaire — a toolbar called the Action Pane appears at the top of the page. Three buttons are always present regardless of which record you are viewing:

    ButtonWhat it does
    BackReturns you to the previous page or list view
    Save / EditToggles between edit mode and saving your changes
    NewCreates a new record

    The D365 Action Pane showing the Back, Save/Edit, and New buttons anchored at the top of a record

    These buttons stay anchored in place as you move through tabs and sections within a form.