Progresia.TM: Project and Portfolio Management on Power Platform
The deadline surfaces after the fact — when a client calls asking why the project isn't done. The plan lives in an Excel file on the manager's desktop, tasks are scattered across Telegram chats, and nobody updates status until someone asks directly.
What Progresia.TM solves
Project portfolio
All active and planned company projects on one screen — status, deadline, owner, risks.
Tasks and deadlines
Projects broken down into tasks with due dates, dependencies, and automatic reminders.
Team workload
See who's overloaded and who's free before committing to a new project.
Budget and hours
Planned vs. actual time and budget per project — no separate Excel sheet needed.
Reporting for management
A Power BI dashboard instead of manually compiling status before every meeting.
CRM connection
A project is created directly from a deal in Dynamics 365 — no manual data re-entry.
Why Power Platform instead of a separate PM tool
Most teams moving off Excel pick Trello, Asana, or Jira — and end up with yet another tool living apart from email, calendar, and CRM. Progresia.TM is built on Power Apps, Dataverse, Power Automate, and Power BI — the same services already included in most companies' Microsoft 365 subscription.
- Tasks and deadlines sync with the Outlook calendar, no extra plugins
- Project discussions happen in a Teams channel linked to the project card
- Reminders, escalations, and status reports run through Power Automate — no manual admin work
- Portfolio analytics live in Power BI, not a separate "analytics" module with its own logic
Who it fits
IT teams
- Sprints, backlog, and dev tasks in the same structure as the project plan
- Tasks linked to support tickets and client requests
- Timeline forecasts based on the team's actual velocity
Agencies / consulting
- Hourly tracking per client project for billing
- Client portfolio with delivery deadlines and payment status
- Client-facing view without exposing internal details
Construction / manufacturing
- Project stages linked to contractors and suppliers
- Document workflow per stage — no paper approvals
- Budget control tracked separately per stage
How Progresia.TM differs from other approaches
| Excel / Trello | Asana / Jira | Progresia.TM | |
|---|---|---|---|
| Outlook and Teams integration | No | Partial | Native |
| CRM connection (Dynamics 365) | No | None or paid connector | Native |
| Portfolio analytics | Manual roll-ups | Basic | Full Power BI |
| Custom business logic | No | Limited, via API | Via Power Automate |
| Separate licensing outside Microsoft | Not needed | Yes, extra subscription | Not needed |
Launch timeline
Frequently asked questions
How is Progresia.TM different from Microsoft Project?
Microsoft Project is a tool for a single project manager, built around Gantt charts. Progresia.TM is a portfolio solution for the whole team and management, with workload dashboards, CRM connection, and custom logic for a specific business process.
Is Dynamics 365 required to run Progresia.TM?
No. Progresia.TM runs on Power Platform and Microsoft 365 on its own. Dynamics 365 integration adds automatic project creation from CRM deals, but it isn't a requirement to launch.
Can existing projects be migrated from Trello or Excel?
Yes, data migration is part of the implementation. Project structure, tasks, and deadlines are transferred into Progresia.TM during setup, without losing history.
How many people can work in the system at once?
There's no limit from Progresia.TM's side — scale is determined by Power Apps licensing. It fits a 5-person team just as well as a portfolio of dozens of parallel projects.
Want to see Progresia.TM on your own projects?
We'll walk through a demo using your current portfolio — what moving off Excel or Trello would look like and how long the launch takes.