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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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November 22, 2019
Microsoft Project Training Webinar Series - Module 03a: Task Planning with Microsoft Project Part 1

In this segment of our Microsoft Project Training webinar series Amanda Kuhlman instructs users on building a task with with Microsoft Project. In this session we cover entering tasks, entering Work and Duration, Setting Task Durations and Setting Constraints and Deadlines. Please join us!

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November 20, 2019
Microsoft Project Training Webinar Series - Module 04: Resource Planning

Watch this Microsoft Project Training video on Resource Planning with Microsoft Project which introduces users to the Resource Pool and assigning resources to tasks.

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November 4, 2019
Microsoft Project Training Webinar Series - Module 03b: Task Planning Part 2

In this third segment of our Microsoft Project Training webinar series Amanda will instruct users on the Topic Task Planning Part 2 with Microsoft Project. In this webinar we move on to understand the use of lags and leads, and how they make for a flexible project schedule when the opportunity to do so is available. We also review constraints and deadlines, and which constraints to avoid and how deadlines are a great alternative.
Next we move on to Task Types, which is typically one of the more complex aspect of Microsoft Project and therefore least understand.

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October 23, 2019
Microsoft Project Webinar Series - Modules 01 & 02: Getting Started with MS Project and Project Definition

In this first segment of our Microsoft Project Essentials webinar series Amanda will instruct users on the Topics Getting Started with Microsoft Project and Defining the Project. Getting Started with Microsoft Project
Learn about the MS Project interface, navigation elements, ribbons and other elements of the Project Interface as the Start Screen, Project Screen, and Backstage view are covered via lecture

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September 9, 2019
Microsoft Project Training: Lesson 01 - Getting Started, Topic 03 - Using Reports

The Reports in Microsoft Project allow us to communicate our plan information in a visually compelling way. The reports can include many different types of items such as charts, images, tables, and more. Reports can be both viewed in the Project window and also printed and exported to different formats for distribution to other stakeholders.

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September 7, 2019
Using Roadmap with Microsoft Project Online & Microsoft Project Server

With the introduction of Roadmap in Project Online, Project Home is now a central location for visibility into portfolio-level initiatives as well as tracking projects. In this post we demonstrate how to leverage the Roadmap functionality in Microsoft Project Online for your organization.

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August 29, 2019
Microsoft Project Training: Lesson 01 - Getting Started, Topic 02 - Working With Views

In this topic, Working with Views, we cover many of the ways in which you may navigate to views and tables in the Microsoft Project Professional, as well as the types of views and the benefits of the various types of views.

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