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Introducing Resource Management HEADSTART for Microsoft Dynamics 365 Sales

Tamerah Ast

Jul 14 2025

3 min read

We are thrilled to announce the launch of our new app, Resource Management HEADSTART for Microsoft Dynamics 365 Sales. This app is designed to improve and simplify the way you manage your projects and workforce, providing a comprehensive solution for seamless project-based resource management within your organization. It is available on Microsoft AppSource.

Why Choose Resource Management HEADSTART?

Resource Management: Keep track of your workforce’s skills, certifications, and roles in one centralized platform.
Project Tracking: Monitor key milestones, budgets, and progress in real-time with powerful tracking tools.
Task Management: Assign tasks, track milestones, and ensure progress throughout each project’s lifecycle.
Reporting: Gain full visibility with dynamic dashboards that track open projects by department, hours, and budget.
Platform: Resource Management HEADSTART is built on Microsoft Dynamics 365 Sales, providing a trusted platform and core CRM functionality such as Business Process Flows, Goals Tracking, Activities, Contacts, Leads, Campaigns, and much more.

Key Features and Benefits

Easily Manage Projects: Easily manage all your scheduled and active projects with powerful tracking tools. Monitor key milestones, budgets, and progress in real time. Use the intuitive project template builder to quickly create new projects, assign resources based on required roles, and allocate hours with precision. Instantly see when team members are overallocated during any given week and make adjustments directly within the project—keeping your timelines and workloads on track.

Optimal Resource Allocation: A comprehensive solution designed to help you manage your workforce effectively. Track each resource’s skills, certifications, and roles, all in one place. Gain complete visibility into every project your team is working on, with the flexibility to easily adjust and manage hours per resource—ensuring optimal allocation and productivity across your organization.

Seamless Task Management: Track key project milestones, assign tasks, and monitor progress throughout the project lifecycle. This solution enables you to manage tasks, test cases, bugs, and business processes tied to any active project. Team members can easily view, update, and complete their assigned activities, ensuring nothing falls through the cracks.

Dynamic Reporting: Gain full visibility with dynamic dashboards that track open projects by department, hours, and budget. Quickly see where your resources are allocated over the coming months and make informed decisions. Need to make changes? Easily adjust weekly hours for any resource—right from the dashboard—ensuring your team stays balanced and your projects stay on course.

With Resource Management HEADSTART, you can streamline your project management processes and increase productivity across your organization. Say goodbye to manual tracking and allocation issues and start optimizing your workforce management today.

For more information on Resource Management HEADSTART for Microsoft Dynamics 365 Sales, contact us directly. Empower your team, drive efficiency, and ensure project success with our easy to use project-based resource management solution! Stay ahead, stay organized, with Resource Management HEADSTART!

This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.

About the Author

Tamerah Ast

Tamerah is a functional consultant specializing in Microsoft Dynamics 365 for Customer Engagement. She has worked with D365 for over a year in both Finance and Operations and Customer Engagement. Prior the that she was a student studying Business Administration with a Concentration in Computer Information Systems and Marketing.