A medium-sized professional services company was growing and had reached a transition point where better visibility was needed over internal activities across the organization.
Information about internal activities was managed in a number of different systems including MS Office 365 Planner, MS Dynamics 365 and MS Exchange.
- Create custom solution for MS Dynamics 365 to manage information about internal projects
- Analyse the data sources and target users' requirements and select an appropriate platform – MS Power Apps
- Configure custom connectors to pull in data from APIs
- Optimize performance by offloading complex queries where possible
- Merge task data from disparate sources in PowerApps Canvas app
- Create a single user interface to show all tasks across all projects with appropriate sorting and filtering options
- Enable priority setting across internal projects
- Enable editing for project details from within the app
- Provide links to source data from the dashboard
- Provide links to associated Office 365 groups
- The management team can see all activity across the internal organisation
- The management team can easily navigate between projects from a single interface
- Managers can set priorities across all internal projects
- Individuals can see all their tasks from disparate systems in one place