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Project Controlling

Holistic effort tracking at a glance

Keeping track of all project tasks and their related efforts can be a challenge for project managers. gorelate Project Controlling for Dynamics 365 Project Operations ensures you stay on top of things.

How does gorelate Territory Management ensure clear responsibilities and smooth processes?

Go beyond simple filtering with Territory Management. It establishes intelligent, automated connections between accounts, territories, and sales staff. Rule-based background processes handle data management, allowing for effortless multi-assignments across business units. Perfect for organizations that prioritize seamless teamwork and maximum transparency..

Your effort

Data model documentation

  • The data model documentation enables the complete mapping of personal data – and it is already integrated in Dynamics.
  • Based on this documentation you are shown details relevant for protecting data privacy, such as purposes and deletion periods.
  • Your benefit? Simple reporting to the data protection authority – and thus the foundation for
    GDPR compliance!

Report on personal data

  • The report is compiled automatically and clearly at the click of a button, meaning it can be sent immediately to the person making the request.
  • Your benefit? Dispense with laborious manual research and exporting while at the same time strengthening your customers’ trust!
  • Plus: the tool facilitates reliable compliance with statutory periods, meaning enormous time and cost savings.


Deletion and anonymisation 

  • No more manual deletion of personal data and their links. Instead: automated deletion of the defined data.
  • Data can be anonymised to retain crucial information for evaluations and reports.
  • Legal compliance without interference: analyses, reports and key figures are not affected despite deletion and anonymisation!


Let’s talk your projects!

Projects can bei individual and very complex that it is probably best to show you examples of our solution in action. We look forward to meeting you!

Ina Baltes

Product Management

Contact

„Project Controlling is based on our gorelate Flexible Grid, which in this case provides an overview of several entities and project areas in one view.

Flexible Grid is the icing on the cake of your Dynamics 365 Customer Engagement solution. Your users will love how their company-specific processes are rendered and how that this makes their work easier – after all, no one said working with CRM can’t be fun.“

Georg Gradinger

Managing partner of gorelate GmbH

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