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Search Results

April 1, 2020
How to use Icons as graphical indicators with Project for the Web

If you are curious how to use graphical indicators/icons to communicate how a project is tracking with Project for the Web then this video will surely be the one to watch. We cover each step required from saving images, to creating the icons as web resources in the Solution Explorer, modifying and uploading a Javascript file, to create a Project entity field called Overall Health, to accessing the function we created in the All Projects view.

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March 25, 2020
How to Create a Custom Program Entity with Project for the Web

In this video we demonstrate creating a custom Program Entity, several project and program fields, we add fields to the Project Information form and All Projects view, as well as Program Information form, we then create a Model-driven app, and finally expose the app in a Microsoft Teams Channel.

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March 5, 2020
How To Configure a Project Center View in Microsoft Project Online

Reporting in Microsoft Project Online is very powerful. Harnessing that power is sometimes complex. Looking for a view of all projects grouped by Program, graphical indicators representing how the project is tracking on cost, schedule, and overall health would be very nice, yes? Learning just a little bit about how to configure MS Project Online will get you very far with the product.

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March 4, 2020
Microsoft Project Online Overview

There are many project management tools on the market. None provides more functionality for the money than the cloud based Microsoft Project Online. From project planning to portfolio management, to project approval governance, the solution has that and much more.

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February 25, 2020
How to Record Audio, Video and Screen-Sharing with Microsoft Teams

Recording Meetings in Microsoft Teams to capture audio, video, and screen sharing activity. The recording happens in the cloud, and is saved to Microsoft Stream so you can share it securely across your organization.

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February 19, 2020
A Walkthrough of Microsoft Teams Functionality

Looking for a perfect workplace collaboration solution? Explore the best features and benefits in our 2020 Microsoft Teams overview!

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February 18, 2020
How to Create a Business Process Flow in Project Power App

In this video we demonstrate creating a Business Process Flow in Project for the Web. We first create custom Project entity fields and place them on the Project Information form. Next we create a four stage business process flow with data steps to enforce the entry of data for each stage. Finally we test the entire solution to confirm functionality!

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February 11, 2020
How to Create a Custom Action Item list with Project for the Web

In this video we demonstrate creating a new Action Item list, adding a tab within the Project entity Information form, and associate it with the Project entity. The step-by-step guidance is a great way to learn more about how to customize Project for the Web as the product grows in both popularity and functionality.

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February 11, 2020
How to use Project for the Web custom entities with Power BI

In this video we walk through leveraging custom entities in your Power BI data-model, followed by customizing a powerfolio dashboard to include the newly created project-level entities. This is a great video to learn how to extend the Project for the Web product to your organizations specific reporting needs.

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February 4, 2020
How to Customize Project for the Web with Entities and more

In this video we walk through creating custom fields and option sets, then placing them on the primary “information” form where the information may be selected for each project. The process to add these entities is much different than in Microsoft Project Online, though the end-result is similar.

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January 29, 2020
What is Project for the Web by Microsoft - Project for the Web Training

Project for the web, formerly known as Project service, is Microsoft's most recent offering for cloud-based work and project management. Project for the web provides simple, powerful work management capabilities. The intent is for project managers and team members to plan and manage work of any size with the product.

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January 27, 2020
Using Microsoft Teams, Flow, Ideation and Project Online for Project Intake

In this video we use Microsoft Teams, Microsoft Project Online, a SharePoint ideation list and Microsoft Flow (Microsoft Power Automate) to facilitate Project Intake with alerts and a Teams channel post.

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December 20, 2019
Microsoft Project Training Webinar Series - Module 08: Advanced Options with Microsoft Project

Advanced options in Microsoft Project can often add another level of customization project managers add to their toolbox to help manage projects. Custom fields, for instance, may be used to display colored graphical indicators to quickly communicate the status of the status of tasks in the project with regard to cost and other metrics.

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December 20, 2019
Microsoft Project Training Webinar Series - Module 07: Project Reporting with Microsoft Project

In this Microsoft Project Training session we cover the various ways in which Microsoft Project Professional provides pre-installed graphical reports with additional formatting capabilities to make sharing project data with your team easier.

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December 10, 2019
Microsoft Project Training Webinar Series - Module 06: Project Execution with Microsoft Project

By tracking project performance and comparing it with the original plan (baseline), you can answer questions such as: Are resources spending more or less time than planned to complete tasks work?
Are higher-than-anticipated task costs driving up the overall cost of the project?

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December 6, 2019
Dynamics 365 for Sales - Lead Qualification

After an sales executive or other responsible party has determined the viability of a lead, the lead will either be qualified or disqualified. We qualify a lead to indicate that they're considered viable potential sales and are ready to move to the next phase of the sales process. We disqualify leads that we won't be pursuing as customers any longer.

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December 5, 2019
Dynamics 365 for Sales - Lead Management Lifecycle

Lead management lifecycle
Typically, while a sales rep or account rep is bringing a lead through the qualification process, different tasks or actions are performed to determine whether it should be qualified or disqualified.

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November 26, 2019
Microsoft Project Training Webinar Series - Module 05: Assignment Planning with Microsoft Project

In this Microsoft Project Training session we cover the various ways in which resources may be assigned to tasks in Microsoft Project in the assignment planning process.

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