The Task Management in Microsoft Sustainability Manager (MSM) accelerator enhances MSM by enabling users to manage tasks within a single interface. This accelerator facilitates task creation, assignment, collaboration, and resolution, improving productivity and visibility, and ensuring timely completion of sustainability-related tasks.
This solution accelerator enhances the efficiency of Microsoft Sustainability Manager by adding the ability to effortlessly create, assign, manage, and track tasks. Following the same UI, UX and architecture of MSM, this accelerator introduces a task table having custom N:1 relationships with multiple MSM tables so users (Sustainability Managers, Analysts and other personas) can create, assign, track and manage tasks. The accelerator also has 2 custom security roles so managers can create & assign tasks throughout the organization whereas Analysts would be able to view, create & edit tasks assigned to them. Additionally, there will be notifications sent out in Microsoft Teams and Outlook upon task creation through Power Automate.
Below diagram depicts the architecture of this solution accelerator.
This solution is designed to be easily customizable. All configuration and customizations to this solution will be done in Power Platform.
There are opportunities for extension/modifications to
- Custom tables of the solution
- Cloud flow that sends notifications
- Notification templates for Teams channels and emails.
- Extend N:1 relations from MSM task table to other tables in MSM which is not covered in the solution.
This accelerator focuses on harnessing the following key capabilities:
- Configure tables in Dataverse
- Create a cloud flow in Power Automate
- Build a model-driven app using Power Apps"
Click to learn more about the key features this solution enables
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Task Creation and assignment
The ability to quickly create tasks, related to the use of MSM, and assign them to team members in the same tool, MSM, that will be used to resolve the tasks according to security roles. -
Progress tracking
Visualization of progress, status, and dates enables rapid and clear monitoring to ensure tasks are on track to meet deadlines. This helps in identifying any delays or bottlenecks early. -
Notifications and reminders
Automated notifications help ensure that team members are aware of upcoming deadlines, task assignments. This feature reduces the need for frequent follow-ups and keeps everyone aligned. -
Custom security roles
Customizable security roles to grant and limit visibility to view and edit tasks based on persona. This ensures the Sustainability Manager can view all tasks and Sustainability Analysts can view only their own tasks. -
Collaboration and communication
Built-in collaboration with comments and real-time updates within tasks allows the assigner to provide additional context, answer questions, and ensure that everyone involved has the information they need to complete the tasks effectively.
Please click this Link to Deployment Guide for instructions on how to deploy and set up the solution accelerator.
Apart from having a Power platform license, to deploy this solution accelerator, ensure you have access to Microsoft Sustainability Manager with the necessary permissions to the features.
Check the International availability of Microsoft Cloud for sustainability page and select a region where the services are available.
| Product | Description | Cost |
|---|---|---|
| Microsoft sustainability manager | The Microsoft Sustainability Manager is an advanced solution designed to help organizations track, report, and reduce their environmental impact using data and AI. | Pricing |
| Microsoft power platform | Microsoft Power Platform is a suite of low-code tools designed to empower everyone in an organization to build custom apps, automate workflows, analyze data, and create virtual agents. | Pricing |
Below is a sample landing page of the solution accelerator after it is deployed, set up, and ready to be used.
As a Sustainability Manager or Sustainability Analyst, you will be able to deploy this accelerator on top of your existing MSM environment. This will allow you to
- Create, manage, track, and assign tasks as a Sustainability Manager specific to MSM tables like Emissions, Scope 1, Scope 2 and Scope 3 activity tables, Accounts etc. You can create generic tasks for data validation, data import, etc. This also allows you to get a 360-degree view of all scheduled, completed and in-progress tasks to help you to prioritize, delegate, and track progress.
- As an Analyst, you will receive notifications when a task is assigned to the user. There will be custom views to track & manage tasks assigned to the logged in user.
Click to learn more about what value this solution provides
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Increased productivity
A single solution saves time switching between tools and makes it easier to manage and track tasks. -
Clearer visibility
A single solution provides a clear overview of all tasks, making it secure, easier to prioritize, and monitor progress -
Improved engagement
Processes are simplified because employees need only go to one place to manage tasks. -
Enhanced collaboration
Unified tool allows everyone to work from the same platform, reducing communication gaps for better alignment
Please refer to following additional documentation along with Microsoft Sustainability Manager (MSM):
For the solution there are two custom security roles created. Please adhere to the power platform's Security roles and privileges to control access to the solution functionalities.
Check out similar solution accelerators
| Solution Accelerator | Description |
|---|---|
| Comparative analysis | This solution accelerator enables companies to detect compliance gaps, benchmark against their peers, and generate action plans to ensure they’re on track to meet their sustainability goals. |
Have questions, find a bug, or want to request a feature? Submit a new issue on this repo and we'll connect.
Please refer to Transparency FAQ for responsible AI transparency details of this solution accelerator.
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