Best Task Management Software for Microsoft Dynamics 365

Wrike is a powerful work management platform that gives cross-functional teams full visibility into complex projects. Our cloud-based collaboration software software is trusted by 20,000+ leading companies around the world, including tech giants such as Fitbit and Siemens. Wrike boasts a wide range of award-winning features, including dynamic request forms, automated workflows, cross-tagging, custom item types, and 400+ app integrations. Work smarter with Work Intelligence™: our advanced communication software that offers voice commands, smart replies, and document processing. We also offer tailor-made templates to help teams kick-start Agile projects and tick every box for compliance. As well as 99.9% uptime, our enterprise-grade security offers single sign-on, role-based access control, and continuous data backup. For extra peace of mind, you can use the Wrike Lock add-on and gain full ownership of your master encryption key. Wrike has been proven to make organizational processes 40% more efficient, eliminating time-consuming admin work and reducing costs across the board. Discover how it can benefit your team — start your free two-week trial today.

Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS). Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.

You can create standalone projects easily or use your favorite CRM to do it in one click. All project details are available at a glance. You can also plan your resources using built-in Gantt charts. You can assign tasks, visualize progress of projects, increase team collaboration, reduce waste, and break down projects into organized tasks. PSOhub's Task Manager allows you to eliminate spreadsheets and make everything online. Self-driving time tracking allows you to bill clients more accurately and spend less time on timesheets. PSOhub makes it possible to stop making assumptions about resource allocation. Real-time insight allows you to manage your team and see what is ahead. PSOhub automates the invoicing process by automatically entering data. It's never been easier to bill clients and get paid.

Asana is an all-in-one work management solution that helps teams coordinate tasks, projects, and company-wide goals in a single platform. It enables organizations to gain clarity on priorities by aligning everyday work with strategic initiatives. Asana’s AI features assist teams by automating routine work, highlighting risks, and providing real-time insights with full business context. The platform supports diverse workflows such as project management, goal tracking, resource planning, and campaign execution. With more than 300 integrations, Asana seamlessly connects to the tools teams already rely on. Its flexible design allows companies to customize workflows to match their processes and scale effortlessly as needs evolve. Asana is trusted by leading global enterprises across industries including healthcare, technology, retail, and manufacturing. Robust security, privacy controls, and compliance features ensure sensitive data stays protected. Dedicated solutions like Asana Gov extend these capabilities to public sector organizations.

Bitrix24 replaces separate software subscriptions with a single digital workspace that combines communications, customer management, and project execution. Teams run all daily operations from a central hub featuring a corporate news feed, secure chats, group calendars, and shared workgroups. High-Volume CRM Architecture Trusted by 15 million companies, Bitrix24 CRM structures lead capture, automated sales funnels, and a multichannel contact center. The setup manages incoming requests across phone lines, emails, and social messaging from a single interface. Unified Team Collaboration The platform connects personnel through real-time chats, discussion channels, and HD video calls via Bitrix24 Sync alongside a secure cloud drive for simultaneous document co-editing. Additionally, dedicated external spaces allow teams to collaborate safely with clients and contractors without exposing the main database. Project Tracking and Live Analytics For project execution, Bitrix24 provides task tracking with automated alerts, time counters, templates, and interactive Kanban and Gantt charts. Managers track performance metrics instantly using native BI Builder dashboards, which analyze sales patterns, resource workloads, and operational milestones in real time. Intelligent CoPilot AI and Automation CoPilot AI is built into every core module to handle routine tasks and accelerate planning. The assistant generates text summaries from video meetings, turns voice notes or chat messages into defined tasks, and creates checklists with a single click. With native HR tools, advanced automation, website creation, and an expansive feature suite, virtually everything required for your teams to work smoothly is built right into the Bitrix24 ecosystem.

Beesbusy is a collaborative planning tool. Easy to use, it allows to federate expert users and occasional users. - The planning of the tasks is materialized in a schedule in the form of a Gantt chart (view When of the project), which remains simple and easy to adapt. The multi-project views allow you to have an overview of all your activities. - Resource planning is done in a view displaying all resources and associated tasks on a schedule (Who view). This view allows you to distribute the workload and to plan it, considering the occupation rates and the constraints of the resources. This planning view by resource also exists in multi-project mode, greatly facilitating arbitration when distributing workload to different projects. By planning tasks AND resources, you activate the levers that allow you to build realistic schedules. You regain visibility on your activity, and everyone gains in serenity.

Understand your clientele and expand your enterprise with Insightly. This robust and user-friendly customer relationship management platform caters to small and medium-sized businesses, empowering teams to boost sales, cultivate connections, and complete projects punctually. It features seamless integrations with popular applications like Gmail, Office 365, and MailChimp. Additionally, Insightly provides essential tools that assist organizations in overseeing contacts during the sales process, managing customer relations, and keeping an eye on their sales pipeline, among various other functionalities. By leveraging Insightly, businesses can enhance their operational efficiency while improving customer satisfaction.

Kytes PSA can be integrated with ERP, CRM, HRMS, BI and any other third-party or home-grown application to provide the single source of truth. Kytes PSA is built on state-of-the-art-technology-stack, offers comprehensive and thoughtful functionalities, excellent user experience, secure & scalable & single tenant cloud hosting. Its highly configurable and that makes it easier to implement and response to the change requests becomes time and cost efficient. Overall Kytes PSA provides the best value to cost ration across global PSA offerings. Kytes PSA can be used to drive different project types, contract types (T&M, Fixed Price, Retainership, UFP and others), delivery methodologies like waterfall, agile, ticket based etc., Kytes PSA provides the best of both worlds, an out-of-the-box and yet tailor made solutions for customers looking to digitize and automate their complete business processes for customer projects, New Product Development (NPD) projects and Internal Initiatives projects.