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Page 1: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

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Innovation with Microsoft 365

September 26th, 2019

Page 2: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

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Our Time Together

5 minutes

5 minutes

10 minutes

10 minutes

15 minutes

10 minutes

Introductions

Why Project Online and PowerApps?

Getting Started Using PowerApps

Creating PowerApps

PPM Overview

Demo

Question and Answer5 minutes

Page 3: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

Jacques Goupil

Jacques has been implementing Microsoft Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation, and development. Coming from a Program Management background, Jacques has successfully implemented PMOs at many Top 50 firms and he shares his experience and knowledge as a guest speaker and panelist at several industry conferences. Jacques holds a Bachelor’s degree in Management Information Services, is certified by the Project Management Institute as a Project Manager Professional and holds his MCP and MCTS in Project.

Director of Sales

Page 4: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

We guarantee your success

and our results – we are

not done until you are a

satisfied client reference.

We have contributed to

the new release of

Microsoft Project Online

and Project Server for the

past three cycles.

We have performed over 250

PPM implementations and

trained thousands. Our team

has delivered dozens of

Industry presentations

including Microsoft Project

Conferences, Project Summits,

and PMI Conferences.

Microsoft Gold PPM

PartnerGuaranteed Results Project Experts Extensive Experience

PPM Works

Some Recent Experience

Exclusively focused on

Microsoft Project,

SharePoint, Power BI, and

Office 365.

Page 5: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,
Page 6: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

Key Usage Scenarios for Microsoft PPM

PROJECTCOLLABORATION

Office 365 communications

Document management

Risks and issue management

4PORTFOLIO MANAGEMENT

Portfolio optimization

Out-of-the-box reports

Seamless BI integration

3RESOURCEMANAGEMENT

Power BI Reporting Possibilitiesfrom your Current Resource Management Tool

2PROJECT MANAGEMENT

Project planning

Project tracking

Out-of-the-box reports

1Work Management

Page 7: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

How You Work

Page 8: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

Work intuitively Boost productivity from simple, consistent user experiences across all tools and scenarios

Invest intelligentlyAlign all project and portfolio investments to translate strategy into results

Manage flexiblyChoose the method—traditional, agile, hybrid—that best fits the team and work

Collaborate globallyConnect and collaborate using familiar Microsoft 365 tools for better outcomes

Innovate confidentlyDrive innovation with enterprise-grade technologies on a highly secure platform

Strategies

Page 9: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

Ecosystem

Investintelligently

Manageflexibly

Work intuitively

Collaborate globally

Innovate confidently

EPMO

PMO

Project teams

Microsoft PPM

Microsoft PPM

Project Home

Microsoft CloudInfrastructure

Portfolio-level

PPM

Execution-level

PPM

Work

management

Collaboration

Project

VSTS

Dynamics 365

Planner

Teams

SharePoint

Page 10: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

Microsoft Project Service

Better for Programs

Holistic Platform

Project Online+

Office 365

Complete portfolio and resource coordination.

Always up-to-date features and performance including

new Agile projects and Power BI Content Pack

Streamlined cloud deployment, maintenance, security,

and service manageability aligned to Office 365

Native integration across Office 365 applications and

services

Better for IT

Better outcomes and insights with Project Online and Office 365 together in your organization. Take advantage of services

that natively integrate, are secure, and are familiar to users. From powerful organizational governance, to analytics and

intelligence, to workflows and custom apps, to IT admin simplicity. Office 365 and Project Online together empower your

organization to achieve more. Learn about Office 365.

All the power, detail and functions of Professional desktop

Consistent user experience, cloud flexibility and up to 5 PC

installations of desktop apps per user

Better for Project Managers

Page 11: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

Project Task to Planner Plan Task

Owner becomes the Plan Owner

Track1) Tasks

2) Assignments

3) Status

Planner to Project Integration

Note: The Out of the box Link

to Planner create a hyperlink

to the Planner Plan from

project, no data sync’ing

Page 12: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

Teams (Planner, OneNote and More)

21

Link to Planner,

OneNote and more

from Teams

Page 13: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

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• Set of cloud-based software services

• Allows users to quickly build custom business apps for mobile and web

• Connect to many data sources (Project Online, SharePoint, Excel, Office 365,

Dynamics, OneNote and many other non-Microsoft sources)

• Development platform for non-developers

So what are PowerApps?

Page 14: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

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Web PowerApps:

• Online design environment accessed from https://web.powerapps.com

• Allows users to create, manage and share apps

PowerApps Studio:

• Desktop app

• Virtual design application

PowerApps for Admins:

• PowerApps Admin Center - create and manage environments, users, roles and data loss

prevention policies

• Power Platform Admin Center – support for admins

Power Apps for Developers

• Developers who can code to extend business apps that connect to Common Data Service

PowerApps Components

Page 15: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

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• Non-code base way to create business apps based on Project data

• Mobile friendly

• Get your organization to see how easy/quick it is to replace excel, forms,

improve project efficiency

• Access all project data

So Why PowerApps and Project Online?

Page 16: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

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What Can You Do with PowerApps and Project Online?

Work faster with a

platform that enables data

integration and

distribution by combining

Project Online and

PowerApps

Solve business problems

with intuitive visual tools

that don’t require code

PowerApps help everyone

from PMO directors to

project managers work

together more efficiently

Page 17: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

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Before you can create

PowerApps you must do the

following:

• Create the SharePoint list or

Excel workbook which will

store the data

• Upload the data source such

as an Excel workbook to

SharePoint or OneNote for

Business

Getting Started with PowerApps

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To get started for free: https://powerapps.microsoft.com/en-us/

Getting Started with PowerApps

Page 19: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

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PowerApps Guided Learning

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Data is at the core of most apps, including those you build in PowerApps. Data is stored in a data

source, and you bring that data into your app by creating a connection. The connection uses a

specific connector to talk to the data source. PowerApps has connectors for many popular services

and on-premises data sources, including SharePoint, SQL Server, Office 365, Salesforce, and

Twitter.

Connectors

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Creating PowerApps

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The development platform has 3 major components:

1. Canvas apps – provides flexibility on the UI

• Used for web, mobile, and tablet applications

• Build your app from Microsoft tools where your data lives

(SharePoint List, Power BI Dashboard)

• Uses the PowerApps Studio

• User friendly

2. Model-driven apps -

• Uses the App designer

• Great for creating data source from scratch

• Great for business process flows

3. Common Data Service – allows you to securely store and

manage data within a set of standard and custom entities

Creating PowerApps

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PowerApps requires permission to access other apps to connect to data

Creating PowerApps

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Once you create the new PowerApps you are brought to PowerApps studio.

Creating PowerApps

Page 25: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

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To edit the fields on the Browse screen:

1. Select the entire gallery

2. Select Edit next to Fields

3. Select the field from the drop down

Creating PowerApps

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To edit the fields on the Edit screen:

1. Scroll down to Edit Form1

2. Select the entire gallery

3. Select Edit next to Fields

4. Click + Add Field

5. Click the ellipse next to the filed to

change the order or delete the field

Creating PowerApps

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Mobile support app that allows the user to add a support question to a list

maintained by the PMO

Power App Examples

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Demo

Page 33: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

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Creating PowerApps from a Template

Page 34: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

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Creating PowerApps from Scratch

Page 35: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

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Task App that allows for updates to task progress from mobile devices

Power App Examples

Page 36: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

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Mobile support app that allows the user to add a support question to a list

maintained by the PMO

Power App Examples

Page 37: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

Microsoft Project WorkshopsMicrosoft and PPM Works are pleased to offer free workshops with PDUs to qualified customers. Our Project and

Portfolio Management (PPM) workshops offer a fun, interactive experience tailored to your unique needs

Session can be delivered in-

person at your office or a

Microsoft office

Typical length

is between 1

to 4 hours

Workshop sessions are

designed for 5-10

participants

Customized to be directly

relevant to your specific

business needs

1. Hands-on PPM Immersion focuses on your PPM challenges through use cases highlighting Microsoft Office 365/Project Online.

2. Project Online Tips & Tricks provide the opportunity to increase your Microsoft Project skills and ask an expert questions

Page 38: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

We Would Love to Connect With You!

• Open the LinkedIn App and make sure you activate Bluetooth on your mobile device.

• In the LinkedIn mobile app, tap the My Network tab.

• Tap Find nearby at the top of the screen.

• Tap ENABLE NEARBY > tap ALLOW.

• Once you've enabled Bluetooth sharing, you can discover others nearby while viewing the Find Nearby screen.

• You'll see a list of people who currently have the Find Nearby feature active. Tap the name of the member's profile you want to view.

• If that member is a connection, you can send them a message. If not, you can invite them to connect.

Page 39: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

Please Fill Out Our Survey

https://tinyurl.com/y3c77sgs

Page 40: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

Project Training

Our expert training has provided

impactful learning for over fifteen years.

We believe the best learning

environment provides the opportunity to

understand and practice the key

concepts. Let our certified expert

trainers guide you to your Microsoft

Project goals.

Professional Services

We offer Microsoft Project Online and

Project Server implementations,

upgrades and mentoring. Our years of

experience across all industries provide

the foundation for our straight-forward

team approach.

Specialized Solutions

Each company is unique. One-size-

fits-all approaches will never help

your business reach its full potential.

We deliver custom PPM solutions,

tailored to you – your industry, your

culture, your one-of-a-kind

challenges.

PPM Support

PPM Works understands that you may

have questions or need assistance on

an ongoing basis or just a few times.

Regardless of your situation, PPM

Works Support options are flexible and

meet your needs. Choose your Support

plan today and get started.

PPM Works offers a full range of Project and Portfolio Management consulting services, all designed to help your company

reach its potential. Whether you’re looking for a small tweak or complete overhaul, we have you covered. Our services are

available a la carte so you can get precisely what you need.

PPM Works Consulting Services

Page 41: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

Subscribe to our

YouTube Channel

Stay on top of the latest tips and tricks and new features by subscribing to PPM Work’s YouTube Channel. Learn from our latest videos and earn

free PDU’s.

https://www.youtube.com/c/ppmworks

Page 42: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

Upcoming Webinars

10/3/19 @ 1 PM EST

Power App Integration with Power BI – Chapter 1

– Feel the Power!

10/17/19 @ 1 PM EST

Power App Integration with Power BI – Chapter 2

– Go with the Flow!

10/31/19 @ 1 PM EST

Using Power BI Paginated Reports with Project

Online

11/7/19 @ 1 PM EST

Ignite Announcements – What’s New in Project

and M365

ppmworks.com/events/

Page 43: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

Question & Answer

Page 44: Innovation with Microsoft 365 - PPM Works, Inc. · Project solutions since 1998 and has over 20 years of professional experience in project management software design, implementation,

Microsoft PPM is Best Equipped to Transform Strategy Into High-impact Outcomes

Ideate

Ideate and develop project proposals that

advance corporate strategy

Plan

Select effective portfolios and

devise pragmaticproject plans

Execute

Orchestrate execution and help ensure performance and

outcomes are on track

Collaboration

Boost teamwork through inherent

collaboration

Insights

Gain at-a-glance insights to make

informed and timely decisions

Extensibility

Customize and extend Microsoft PPM to best

serve the business environment