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March 13, 2023
Microsoft Project Step-by-Step: Working with Calendars

Microsoft Project and Calendars Project calendars allow for the organization of tasks and resources within a project timeline. MS Project uses the Standard default calendar to plan tasks between 8:00 A.M. and 5:00 P.M. with one-hour lunch breaks, 8 hours a day, 40 hours a week and 20 days a month. However, a different calendar […]

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March 11, 2023
Microsoft Project Step-by-Step: How to use and Create Filters and Highlights

Microsoft Project filters work on Task and Resource views by filtering out rows based on specified criteria. The Microsoft Project views will therefore display only the data in which you're interested. Using a filter with Microsoft Project does not change any of the data in the MS Project schedule. It merely changes what information from […]

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February 27, 2023
Getting Started with Microsoft Project Online (06 - How to configure Project Intake)

Let's talk about the straight-forward definition of project intake to get us started. If you perform a search online for project intake you will get quite a few answers. Like it being the first step in a process whereby a company collects information about a potential project used to assess whether to execute the project. […]

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February 27, 2023
Getting Started with Microsoft Project Online (05 - Create Unique Project IDs)

In this video we demonstrate setting up unique project ids for 3 different project types in MS Project Online. When creating new projects in Microsoft Project Online, it may be beneficial to have unique Project IDs generated for different types of projects. This could potentially make it easier for users to identify projects by department, […]

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February 26, 2023
Getting Started with Microsoft Project Online (04 - Turn Email Notifications in Project Web App)

Project Web App/Microsoft Project Online may be set such that users receive email notifications, helping people stay on top of what's going on in projects they are involved with. When notifications and reminders are enabled, users can decide which specific notifications they would like to receive from Project Web App. Project Managers Project Managers may […]

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February 26, 2023
Getting Started with Microsoft Project Online (03 - Connect Microsoft Project Desktop to Project Online)

The Microsoft Project Online Desktop client is included with your Project Online Professional or Project Online Premium license. Remember, It's the MS Project desktop client that is primarily used by Project Managers to create and update project schedules. And while you can use it as a standalone client, it may also be used to connect […]

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February 26, 2023
Getting Started with Microsoft Project Online (01 - Specify Permission Mode)

This video discusses and demonstrates changing the permission mode in Microsoft Project Online. Change Permission Mode in Microsoft Project Online Microsoft Project Online provides two options for managing security/access users have to projects, resources and other data. It is important to note that Microsoft Project Online uses SharePoint Permission mode by default. Because there are […]

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February 26, 2023
Getting Started with Microsoft Project Online (02 - Adding users to Project Online)

We have worked with countless customers who signed up for Office 365 Project online at one time or another who became unsure of the process to set the solution up. After all, connecting the project online desktop client, updating tasks and multiple projects, connecting OData to Power Bi, or adding users can be a bit […]

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February 15, 2023
Dynamics 365 for Sales Administration: 02 Configuring Document Management

Create a Team Site for Document Repository If you do not have a SharePoint online Team Site already created for the document library it's a quick add. Configure Document Management Now we move forward and configure document management in Dynamics 365 for sales. Enable Server-based integration Once the URL is validated successfully, click the Next […]

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February 14, 2023
Dynamics 365 for Sales Administration: 01 - Configure Auditing

What does Auditing do? it allows the tracking of Dynamics 365 records. Both Data and Operations may be Audited in Dynamics 365 including: Navigation in Dynamics 365 for Sales to configure auditing: What is Dynamics 365 for Sales? Dynamics 365 for Sales helps organizations manage, track and store information related to potential customers. This helps […]

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November 24, 2021
Create a Project Center view in Microsoft PPM Project Online

This video walks through the process of creating a Project Center view in Microsoft PPM with graphical KPIS and program grouping.

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November 23, 2021
Tracking and Managing Activities in Microsoft Dynamics CRM

In Dynamics CRM, activities are used to track, plan, document and organize all customer interactions.  The entire history of a customer will show up, giving a complete picture of interactions.

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November 21, 2021
How To Add A Milestone Using Microsoft Project

Learn How To Create different types of Milestones using Microsoft Project in this short Training video. Including an external milestone.

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November 4, 2021
Working with Opportunity Records in Microsoft Dynamics CRM

When you create an opportunity in Microsoft Dynamics CRM, either an existing account is specified or a new one is created.

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October 31, 2021
Manage an Opportunity Record and Create a Quote in Dynamics CRM

Most sales in Microsoft Dynamics CRM begin with a lead that convert to an opportunity and develop a quote. In CRM Online, a quote is an offer for products or services at a specific price and associated terms.

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October 27, 2021
How To Create and Qualify a Lead with Microsoft Dynamics CRM

With Microsoft Dynamics CRM, leads are used to keep track of business prospects that you haven't yet qualified through your sales process.

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October 22, 2021
How to use the Present in Teams feature in PowerPoint

With the Present in Microsoft Teams feature in Microsoft PowerPoint, sharing your presentation is easier than ever.

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June 25, 2021
How to use Scheduling Modes in Project for the Web

The ability to change the Scheduling mode is now available in Project for the Web aka Project Power Apps. Those of you Microsoft Project users will be very familiar with this because it directly correlates with Task Types such as Fixed Units, Fixed Duration and Fixed Work. Project for the Web uses the nomenclature Fixed Effort (the amount of work) for the MS Project term Fixed Work. Both are referring to effort driven scheduling.

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