Performance Management for Microsoft Dynamics 365

Performance Management

for Microsoft Dynamics 365 HR (F&SCM)

Automated & efficient performance tracking

Would you like to be able to track all of your employees’ progress at the touch of a button? Then look no further! We know it can be difficult and time-consuming to keep track of an employee’s individual progress. It is easy to overlook something in their file or make a mistake which is not fair to them. 

That is why we support your efforts with our Performance Management app for Dynamics 365; making manual tracking of your employees’ development a thing of the past. You will be able to see the progress of your teams at a glance.

FourVision Performance Management workflow model for Dynamics 365 HR

Meet the needs of your business


  • Streamline goal setting, tracking and feedback to boost employee efficiency
  • Simplify and standardize the review process, reducing administrative burden
  • Hold individuals accountable for their targets and drive ownership
  • Enables regular feedback exchange to promote learning and enhance performance
  • Useful insights to make informed decisions and drive continuous improvement
  • Enable 360-degree feedback internally & externally on key roles with Questionnaires

Key Features

  • Added insight on progress of goals & defined behaviors
  • Performance calibration after end-year evaluation
  • Alerts and notifications to inform managers and employees in time for the next assessment
  • Extended training and achieved goal management; ability to cascade goals
  • Extend in-app functionality with Succession Planning and Merit Increase
  • Synchronization with employee records from Dynamics 365 HR (Finance SCM)
  • Desktop and mobile access

Career Development Plans & tracking

The employee performance dashboard allows your employees to set up personal performance actions in their Career Development Plan (CDP). The CDP remains easy to update, change, or add new goals to regularly. Furthermore, supervisors will receive notifications of each new entry or view the progress made through insight reporting. In addition to this, the CDP gives performance metrics and overviews of obtained goals, or overdue goals, to form the basis for assessments or annual reviews. That way, you will know if an employee is reaching goals or if they may need help with some of them. In addition, you can set up professional growth plans in a CPD; or Continuous Professional Development.

Performance Management dashboard

Configurable templates for your specific business case

Your human resources department can configure any type of performance review, 360 degrees review, or assessment to monitor the progress of each individual employee.

In addition, you can configure workflow requirements tailored to specific positions within your company and link those to (future) goals for individual employees. This will enable you to set up statuses and workflows for succession and give insights into what is required for each position within your organization. Templates can be configured easily based on your internal performance and review policies as performance requirements can be enabled or disabled for succession; creating your custom forms and ‘requirements to be met’ for each position your employees hold or may grow into.


Performance Management in Microsoft Teams

Set up a Team for performance Management and bring the Web App into one of the tabs in the top. The Web App is based in your organization’s Microsoft (Azure) account, so you will not struggle logging in (single sign in applies). You can freely browse through the App in the Teams tab and easily perform all your tasks as a manager or employee respectively, based on pre-configured roles and security policies within the App.

All of this helps you take care of your performance management tasks straight from your collaborative workspace within Microsoft Teams.

Succession Planning in Performance Management

Ensure the longevity of your company by recognizing and nurturing future leaders through effective succession planning. With our 9- or 16 box talent matrix, you can use your Performance Management foundations to help employees identify the areas in which they excel or can grow in.

Learn more about Succession Planning here.

Merit Increase in Performance Management

Manage performance-based rewards faster and more efficiently with the merit increase. It automatically captures all relevant salary and performance data from your ERP, provides a single overview for managing your merit increase budget and approvals, and keeps stakeholders up to date with notifications.

Learn more about Merit Increase here.

FourVision Performance Management for Dynamics 365 F&O Merit increase form

Questionnaires in Performance Management

The Questionnaires feature of the FourVision Performance Management Web App lets managers easily send, monitor and analyze questionnaires. This feature enables your company to conduct 360-degree feedback, collecting input from a wide range of stakeholders. In addition to employee self-appraisals and manager appraisals, questionnaires can be sent to co-workers, customers and other external parties. Easily create your own customized questionnaires using ready-made templates.

FourVision Performance Management Questionnaire Form


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