https://store-images.s-microsoft.com/image/apps.56620.437f98ba-a95e-48fe-aad4-15a2df79c923.74148e55-6eda-469d-ae37-48c0bd6e2ae0.5e6ae1d3-7ec5-459c-bbe4-1da910a0a170

Action Plan 365 - AI enhanced task management

by PROLAN Solutions GmbH

Enhacement of taskmanagement with AI process integration, Delegates Task Overview and much more.

Action Plan 365 is a compact App that enhances the taskmanagement in Dynamics 365.

The Challenge

Still most organizations suffer from planning, distribute and overseeing the tasks needed to fulfill business operation and growth.
Classic project operation is often too heavy and is too much focused on long term planning, that it fits into modern fast moving agile businesses.

New Approach

An Action Plan is bundling a bunch of tasks into one plan with a small but acheavable goal. Nowadays AI assisted meeting notes or AI agent generated advice is creating some follow-up tasks. Action Plan 365 contains functions to take these notes and transform them into concrete tasks. To reflect more complex scenarios you can build a hierarchy of multiple action plans.
So, combining AI enhanced task creation with multiple business integrated action plans are foundation of a new agile task and project management.

Features

Action Plan 365 contains various features to support your task management:
  • Transformation of AI generated notes and follow-up tasks from ChatGpt, Copilot and Teams Premium AI meeting notes
  • Aggregation of task KPIs in your Action List
  • Handy Dashboards like Eisenhower Matrix, Delegated Task View and Team Overview
  • Relate your Action Plans to customer accounts and contacts to integrate it in your Customer Relationship Management

Use the 30 day trial to get a feeling how Action Plan 365 can push your business forward.

New features, like a Microsoft Planner integration, are in preparation with more details beeing announced in Q4 2024.

At a glance

https://store-images.s-microsoft.com/image/apps.59896.437f98ba-a95e-48fe-aad4-15a2df79c923.74148e55-6eda-469d-ae37-48c0bd6e2ae0.e54bf285-5457-4fab-9897-54fd5a376b7e
https://store-images.s-microsoft.com/image/apps.794.437f98ba-a95e-48fe-aad4-15a2df79c923.74148e55-6eda-469d-ae37-48c0bd6e2ae0.be204d6d-8325-435a-a035-386a14736eb2
https://store-images.s-microsoft.com/image/apps.60006.437f98ba-a95e-48fe-aad4-15a2df79c923.74148e55-6eda-469d-ae37-48c0bd6e2ae0.e49d1dfb-965c-4b62-a4f0-dad4eccec7e1