for Dynamics 365
Solution for Dynamics 365
for managing business tasks
left off with each task
in one click
you to other team members
Create and Update tasks
Create new tasks on any view in just one click. Selecting the comment bubble allows users space to type a description or note to reference at any time.
Task Status and Priority
Task priorities allow users to organize tasks as high, medium or low, and the status field gives users several options to easily understand where they left off with each task.
Subtasks allow users to increase the level of detail in their task list by linking several “sub-tasks” to a single “parent-task”. Users can add subtasks to any existing task, with an easy expandable view to view all sub tasks related to an existing parent task.
Native dashboards in Dynamics 365 provide a simple and convenient way to find, monitor, and manage tasks for the whole team. Expandable color-coded tasks allow for quick and easy methods to pick up right where you left off.
Custom Task Sorting
Users can sort and filter their tasks by any column in the task view. Sorting by priority is an easy way to stay on top of urgent tasks while sorting by estimated time creates a more productive daily workflow.
Each new task created can easily be assigned to any user by clicking the photo of the user in the owner column and searching for another user’s name. All user photos will be automatically applied from the Dynamics 365 user photos.
makes getting started easy
for Dynamics 365 can work for your team