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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.

The Tasks by Planner and To Do app in Microsoft Teams from Office 365 brings together your individual and personal tasks from To Do and Outlook with your team tasks from Microsoft Planner. Project management is now easier when you can see your work in one place.

Flexible Deployment, which is part of the Microsoft Dataverse (previously Common Data Service (CDS)) platform. Flexible Deployment enables you to create different environments. And the different environments are created based on organizational, business unit, or team needs.

In this video we will demonstrate using Power Automate to create an automated flow to automate the creation of the Teams site when a project is first published.

In MS Teams, tabs may be added for your favorite tools and important files. You can collaborate real-time on documents, and store or share them using the seamless integration with SharePoint.  These are all part of the collaboration features of the product which provides a robust user interface.