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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Create a list of tasks...
Customer experience | Sales, Customer Insights,...
Suggested answer

Create a list of tasks with Microsoft Dynamics

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Posted on by MarieGomis 5

Dear all

I am looking for advice on How to create tasks and meetings in Microsoft Dynamics, that will allow users to 

- see the pre-defined tasks related to meetings

assign them, if needed, to individuals or teams

- Track the progress of all tasks,

- Create links between them

- Send reminders and notifications

- Update a report

- Integrate with the ERP system to track PO and requisitions

- Integrate with Outlook to generate emails, in view to easily track availability

- send out meeting materials, and import Excel files and XML to feed or update calendar details

If anyone has implemented similar services within their organization, I would really appreciate if you could share your experience. Thank you.

I have the same question (0)
  • Suggested answer
    ankit_singhal Profile Picture
    ankit_singhal 560 on at
    RE: Create a list of tasks with Microsoft Dynamics

    We did not implement that but i think you can achieve this by some OOB configuration and customization. Also, you can create power automates to integration and communion.

  • Inogic Profile Picture
    Inogic 651 on at
    RE: Create a list of tasks with Microsoft Dynamics

    Hi,

    Seems like you are looking for a solution where you can guide your team with steps in the form of task lists. Inogic’s latest app, Business Process Checklist, also a Microsoft Preferred App on AppSource, does just that and a lot more.

    Business Process Checklist is an advanced playbook within Dynamics 365 CRM that lets you enforce best practices for users to follow at every stage of the business process through checklists that serve as prerequisites for each stage.

    You can easily set up pre-defined tasks in the form of checklists and processes against records, business process flows, and even custom groups.

    Users can view and follow the set plans against records and get a step by step guidance along with a view of the upcoming tasks. Check mark the tasks completed, skip if the task is irrelevant and much more.

    You can view the progress of each task in the form of a progress bar and even through interactive columns indicating completed tasks, ongoing tasks, and also upcoming ones.

    Set up due dates for the tasks and even visualize daily, weekly, and monthly tasks in Kanban board form.

    Check out the short demo video for more details or visit our online help manual!

    If this sounds like something you are looking for, download the free trial today!

    You can have a one-on-one session with our product expert and see if this fits your use case. Reach out to us at crm@inogic.com.

    Thanks!

  • AppJetty Profile Picture
    AppJetty 1,019 on at
    RE: Create a list of tasks with Microsoft Dynamics

    Hey,

    Creating tasks and meetings in Microsoft Dynamics can be a useful way to manage and track various aspects of your organization's workflow. Here's a step-by-step guide on how to achieve the specific requirements you mentioned:

    1. Pre-defined Tasks Related to Meetings:

    • Create a task template library within Microsoft Dynamics that includes pre-defined tasks for different types of meetings.
    • Associate these tasks with relevant meeting types or categories.

    2. Assigning Tasks to Individuals or Teams:

    • When creating a meeting, select the pre-defined tasks related to that meeting.
    • Assign tasks to specific individuals or teams responsible for completing them.

    3. Tracking Task Progress:

    • Regularly update the status of tasks as they progress.
    • Utilize task management features in Microsoft Dynamics to monitor task completion and generate reports.

    4. Creating Links between Tasks:

    • Use task dependencies to establish relationships between tasks.
    • Link tasks that are dependent on each other, ensuring they are completed in the correct sequence.

    5. Reminders and Notifications:

    • Configure reminders and notifications within Microsoft Dynamics to alert individuals or teams about upcoming or overdue tasks and meetings.
    • Customize notifications based on user preferences and urgency.

    6. Updating a Report:

    • Create a reporting system within Microsoft Dynamics that captures relevant data from completed tasks and meetings.
    • Update the report with new information as tasks and meetings progress.

    7.Integration with ERP System for Tracking PO and Requisitions:

    • Utilize integration capabilities between Microsoft Dynamics and your ERP system.
    • Set up data synchronization or API connections to track purchase orders (POs) and requisitions.

    8. Integration with Outlook:

    • Integrate Microsoft Dynamics with Outlook to streamline communication and calendar management.
    • Generate emails from within Microsoft Dynamics, linking them to relevant tasks and meetings.
    • Sync availability and schedule updates between the two systems.

    9. Sending Meeting Materials and Importing Files:

    • Attach meeting materials, such as documents or presentations, to the corresponding meeting record in Microsoft Dynamics.
    • Leverage file import features to import Excel files and XML data to update calendar details or feed task information.

    When implementing these services, it is essential to consider your organization's specific requirements and customize Microsoft Dynamics accordingly. Additionally, seeking the assistance of an experienced Microsoft Dynamics consultant or IT professional can ensure a smooth implementation process tailored to your organization's needs.

    I hope this guidance helps you in implementing the desired functionalities within Microsoft Dynamics. Should you have any further questions, feel free to ask.

    I've used this plugin for managing everything about tasks and meetings.

    I hope this helps!

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