Certification, Microsoft Dynamics 365 for Talent, Onboarding

MB6-898 Create new welcome guides from samples

When you open the Template page you can see the popular templates from the gallery. If you click on the “More in template gallery” you go to a new page where you can see different templates

Template page
Template page

In the Onboarding template gallery you get access to several templates from Microsoft and other contributors. If you click on one of the templates you open the template.

Onboarding template gallery
Onboarding template gallery

When you open the template you can do changes and save as your own template

Template from gallery
Template from gallery

When you click on the Save as my template you have to give the template a name and click save.

Save template as a new template
Save template as a new template

When you save the template you can see that the template is saved under My templates and can be used to Onboard new employees.

My templates, new template saved
My templates, new template saved

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