Project Tracking Application

Project tracking application is created by utilizing different Microsoft Dynamics 365 features. Setting up custom entities for our application then we will use roll-up fields to show aggregations from child entities. We can use calculated field for performing calculations using formulas. We will configure activity feeds for entities and activity feed rules as follows.

  • Creating a project tracking application
  • Project tracking application design
  • Customizing Dynamics 365 for the project tracking application
  • Using rollup fields for aggregations
  • Understanding activity feeds
  • Configuring activity feeds
  • Setting up teams
  • Creating charts and dashboards

We need to develop features required by project management software. Project tracking applications are used by companies to create the main project life cycle. A traditional project tracking application provides the following features:

  • Ability to maintain project catalogs
  • Maintain a list of the project user stories and project tasks
  • Ensure visibility of the project task status
  • Manage project time-sheet entries
  • Clear view of project issues submitted and resolved
  • Maintain project teams
  • Ability to maintain project-related documents
  • Ability to schedule project meetings

To map entities for our application requirements. We can put information about the entities that we will be using: Account, Project, User stories, Project tasks, Issue, User, Team, Activity entities then need to set up a parent child relationship for the preceding entities; for example one account can have any number of projects, and similarly one project can have any number of project tasks and user stories. So we need to set up a 1: N relationship between these entities.

The following diagram represents the relationship between these entities:

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