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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 […]

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 […]

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 […]

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

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.

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

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

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.

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

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

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.

When it comes to the role of the Resource Manager in the context of Microsoft Project Online, there is much to consider. This is because project online provides considerable capabilities aimed at helping resource managers function in their role.

In this video we demonstrate both the functionality and process automation to create a Microsoft Power Automate flow to copy an item from a Project Request list, to a Project list in Project for the Web. The process is triggered by the setting of the request's status field to "Approved".

Permissions are what allow users to perform a specific function or action with Project Online.  The security configuration uses Allow and Deny or no selection to configure each and every permission in Project Online.

This video is a demonstration of Project for the Web. The environment utilized in this video has Power BI reports and dashboards as well as a number of custom entities. The solution will help potential customers of the product visualize some of the capabilities Project for the Web brings to the table. Team members, Project Managers, and others all have something to gain from using the product.

Welcome to this recorded webinar, in which we go over some very helpful tips for project managers using Microsoft Project Online!

So you want to create powerful reports and dashboards? Well Power BI is certainly one of the strongest technologies available to create reports and dynamic dashboards for various roles in your organization.

In this video we demonstrate creating a flow with Microsoft Power Automate that is triggered from the Create a Task in Project Online trigger event.