The First Task Management Solution for Dynamics 365

Navigation Menu

Skyline Consultants offers a simple and effective task management solution that lives entirely inside your existing
Dynamics 365 Application while offering comparable utility to many of the leading tools on the market.

D365 Task Management by Skyline Consultants is built on top of the existing Dynamics 365 Task entity and therefore fully
integrated to your company’s existing Dynamics 365 environment.

The result is a simple dashboard within D365 that allows users to create, view, manage, update, assign, and relate any
task record to any other D365 record.

This solution is especially valuable for businesses with heavy back-end processes

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

Drag and Drop tasks according to your priorities

Use drag-and-drop function to visualize your tasks according to your priorities. Click on task and hold you mouse to quickly move your tasks

Sub-Tasks

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

User-Friendly Dashboards

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

Assign tasks

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

Leave a comment

Your email address will not be published. Required fields are marked *

Back to Blog