
Enhancing Dynamics 365 Project Operations with proMX add-ons
Have you ever wondered if there’s a way to tailor the out-of-the-box features of your Dynamics 365 Project Operations tool to fit your business perfectly? How can you get the most out of this solution and bring your organization to success in the shortest period of time? For these purposes exactly, proMX has developed its proMX 365 Productivity Suite to boost your productivity like never before.
In this article, we are going to explore the ways Productivity Suite can align with your project operations. Let’s find out together how your business can benefit from proMX 365 Core, Project Portfolio Management, Time Tracking, and Absence Management.
Overview of proMX 365 Productivity Suite
Designed to streamline project management and enhance team collaboration, proMX 365 Productivity Suite combines out-of-the-box functionalities with advanced customization options on top. This way, you won’t lose any functionalities you are used to but gain more if needed.
Moreover, the Productivity Suite allows you to visualize potential risks, assess their impact, and improve project outcomes.
Key features of proMX 365 Core
proMX 365 Core is the glue that keeps the Productivity Suite together. Built on years of experience, expert knowledge, and market feedback, it significantly adds to the functionality and usability of Dynamics 365 Project Operations:
PCF Controls | Financials and forecasting | Project management | Resource planning | Trends and reporting |
---|---|---|---|---|
Risk matrix | Display and monitor time recordings and budget consumption in real time | Multiple project phases | Project team member availability check | Portfolio, program, and health |
Date period picker | Specific bill and cost rates | Enhanced business process flow | Project approver expiration date | Financials, timeline, and milestones |
Approval manager | Different project types | Resources assignments and allocation | ||
Rebooking for approvals | Risk management | Risks and issues dashboard | ||
Face pile control | KPIs and project status | Task overview and project timeline | ||
Multi-option set control | Status reports | |||
Radar chart |
Exploring proMX 365 Project Portfolio Management
If you need a tool that can help you effectively and efficiently manage your project portfolios, make strategic decisions, optimize resource allocation, and ensure that projects align with your business objectives, proMX 365 PPM (Project Portfolio Management) is the one for you.
What’s unique about PPM is its unmatched flexibility. Although it’s built to sit on top of Project Operations, it can also integrate seamlessly with custom data setups. As long as the data has the parent-child structure, portfolios, programs, and projects, you can create an organized hierarchy to visualize and manage the entire portfolio.
Such structure enables teams to bundle projects together into separate portfolios. For instance, a construction company might create a portfolio for road construction and separate it into programs that focus on the highway, urban road, or bridge and tunnel construction, as well as on-road maintenance, etc.
For more information about the PPM solution, go ahead and read the Mastering project portfolio management: organize, prioritize, optimize blog article.
Efficiency and accuracy with proMX 365 Time Tracking solution
What is proMX 365 Time Tracking solution about? As the name suggests, this tool allows you to efficiently track the time and effort spent on a particular task. But it wouldn’t be fun if it did just that, would it?
proMX solution extends the out-of-the-box features of Microsoft Project Operations with an integrated calendar and mobile app. This allows for customization and aligns with legal requirements in various regions. For example, the EU law requires recording the beginning and the end of the workday, including the mandatory break. And Time Tracking is here to provide visibility into working hours, ensure compliance, and enhance focus by allowing bookings only on active resource assignments.
Note: The solution integrates seamlessly with Dynamics 365, providing a familiar and efficient interface for employees to record their time.
Absence Management within Microsoft Dynamics 365 environment
The last but not the least proMX solution we are going to talk about today is Absence Management. It offers a comprehensive platform for tracking and managing employee absences within the Microsoft Dynamics 365 environment, with various absence types, including vacation, sick leave, and public holidays. With real-time synchronization, customizable approval workflows, and a user-friendly graphical calendar, the tool can minimize the following customer challenges:
- Lack of time-based time recording
- Slow and time intense existing processes
- Siloed environments with varying Ul/UX
- Lack of prioritization and visibility on target and actual working time
- Accommodating the EU law enforcement
What makes proMX 365 Absence Management unique among competitors is that it includes a separate approval process for each type of absence. With this feature, you can make sure every absence is properly authorized and automatically reflected in the whole Microsoft ecosystem.
Conclusion
Thanks to our customer projects and a close relationship with Microsoft, proMX has built a strong and unique position in the market. If you are looking to extend the core functionalities of Dynamics 365, we can offer our assistance and expertise. Do not hesitate to contact our experts for more information! We are always glad to reinvent your productivity together.