Productive processes with modern tools
Digital solutions such as Dynamics 365 Business Central, the CX Scheduler and Microsoft Teams open up new possibilities in project planning. They interlock seamlessly and offer a standardised platform for planning, controlling and executing tasks:
- Business Central serves as a central control system. This is where projects are managed, tasks created and resources planned.
- CX Scheduler displays capacities and utilisation visually – in real time and clearly.
- Microsoft Teams takes over operational collaboration. Tasks, documents and communication are centrally available and directly linked to Business Central.
This creates an end-to-end solution with which projects can be managed flexibly, transparently and efficiently.
From planning to implementation – an intelligent workflow
A typical project workflow shows how simply and effectively the systems work together:
1. project creation in Business Central – including automatic transfer of the bill of quantities.
2. Teams channel is created automatically – with predefined channels for structured collaboration.
3. task planning directly in Microsoft Teams – via Planner, with predefined bucket templates from Business Central.
4. synchronisation in both directions – changes in Teams are automatically transferred to Business Central – and vice versa.
In this way, everyone involved keeps an overview. Tasks, progress and responsibilities are clearly recognisable at all times.
Advantages for every role in the company
Good capacity planning supports everyone in the team:
- Project management can plan flexibly, react to current developments and maintain an overview of all resources.
- Management receives reliable data on team utilisation and can plan new projects strategically.
- Employees work with clear tasks, have a clear structure and can concentrate on their content.
- External participants are integrated directly into Microsoft Teams – without additional tools or interfaces.
Can be used across all industries
The combination of Business Central, CX Scheduler and Teams can be flexibly adapted to a wide range of requirements:
- In the construction industry, the coordination of personnel, materials and schedules is made easier.
- In project management, the solution helps to structure processes and track progress transparently.
- In the service sector, it enables the targeted management of billable services.
- Maintenance and administrative tasks are planned efficiently in facility management.
- Production capacities are optimally utilised in manufacturing and delivery deadlines are reliably met.
Overview creates efficiency
System integration enables smooth collaboration – from the first project step to completion:
- Automated creation of tasks from the bill of quantities.
- Individual assignment to employees or teams.
- Transparent processing statuses, comments and documents – centrally available.
- Cost savings through intelligent licence usage: In many cases, one Teams licence is sufficient for task processing.
Conclusion: Shaping the future with smart capacity planning
Efficient capacity planning brings structure to complex processes, makes teamwork easier and increases transparency for everyone involved. Business Central, CX Scheduler and Microsoft Teams provide a solution that adapts flexibly to every requirement, grows with the company and improves project work in the long term.
Those who plan capacities wisely work with foresight, save resources and lay the foundations for successful projects – today and tomorrow.
