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  • Document Management for Project Tasks

    On large enterprise projects, many tasks can require supporting documentation to demonstrate completion of the task. Integration with SharePoint for document management should match the WBS hierarchy, to allow for a good user experience. For example, task 1.1 should have a corresponding folder 1.1, 1.2 should have a corresponding folder etc. Addtionally, task ownership and Dataverse security should also map to SharePoint, to a provide a clean and scalable user experience.

  • Assign task to a group or team

    Clients often times have a pool of resources who can complete a task. There needs to be a way to allow a group or team to be assigned to a task. D365 Field Service has the concept of Bookable Resource Type = Pool. Can this be made availabe in D365 Project Operations?