Project management in Power Platform custom environments
Summary
TLDRThe video script introduces how admins can deploy projects in custom environments for tailored business needs, enhancing security and access control. It showcases how to create a sales org custom environment and install the Microsoft Project Service Core. Project managers can then utilize Power Apps to create projects, while team members can access them through the simplified Project for the Web app or Microsoft Teams. The script highlights the integration of project management with collaboration tools, allowing seamless teamwork and updates across different environments.
Takeaways
- 🚀 **Default Environment Deployment**: The project is initially deployed in a default environment for ease of use by project managers.
- 🛠️ **Custom Environments**: Admins can create custom environments with specific customizations, security settings, and access control for different business units through the Project Platform Admin Center.
- 🏢 **Sales Org Custom Environment**: An example given is a sales organization custom environment, limiting access to projects only to the sales department.
- 📱 **Dynamics 365 Apps Integration**: To deploy in a custom environment, admins can install the Microsoft Project Service Core from Dynamics 365 apps.
- 🔧 **Power Apps for Customization**: Project managers can use Power Apps to create new projects in the chosen environment, which allows for custom business applications.
- 👥 **Team Access via Power Apps**: Team members can access projects in custom environments through Power Apps, though it might be complex for some.
- 🌐 **Project for the Web App**: A simpler interface, Project for the Web app, allows team members to access projects in custom environments, set to become part of Microsoft Planner premium experiences.
- 📅 **Project Management Features**: The web app offers advanced capabilities like dependencies with lead and lag, goals, task history, and more.
- 💬 **Microsoft Teams Integration**: Projects can now be accessed and collaborated on within Microsoft Teams, enhancing communication and task management.
- 🔗 **Unified Platform for Updates**: The integration with Teams allows for seamless updates and collaboration across the organization on a single platform.
- 👤 **Role-Based Access**: Different roles, from portfolio managers to team members, can work on projects in both default and custom environments using their preferred interface.
Q & A
What is the purpose of deploying projects in a default environment?
-The purpose of deploying projects in a default environment is to enable project managers to quickly get started with creating and managing projects without the need for extensive customization.
Why might admins want to deploy projects in custom environments?
-Admins may want to deploy projects in custom environments to have their own customizations, security settings, data policies, and access control tailored to different business units within their organization.
How can Dataverse admins create custom environments for projects?
-Dataverse admins can create custom environments for projects by deploying them via the project platform admin center.
What is an example of a custom environment mentioned in the script?
-An example of a custom environment mentioned in the script is a 'sales org custom environment', which limits access to projects created within it to just the sales department.
How can admins deploy the project app in a custom environment?
-Admins can deploy the project app in a custom environment by going into the Dynamics 365 apps from the resources section and installing the Microsoft Project Service Core.
What platform allows project managers to create new projects in a custom environment?
-Project managers can create new projects in a custom environment via Power Apps, which is a local platform for creating custom business applications.
How can team members access projects in custom environments if they find Power Apps complex?
-Team members can access projects in custom environments via the simpler interface of Project for the Web app, which is designed to be less overwhelming.
What is the new feature that will allow team members to access projects via a web app?
-The new feature is the Project for the Web app, which will soon become part of the Microsoft Planner premium experiences.
What is the benefit of accessing projects in Microsoft Teams?
-Accessing projects in Microsoft Teams allows all users within an organization who have access to the environment and project to collaborate seamlessly using the rich collaboration features natively available in Teams.
How can users view recently accessed projects in the new interface?
-Users can view recently accessed projects on the main homepage in the 'recent' tab, which also shows the source of the project, such as sales or a custom environment.
What advanced capabilities are available in Project for the Web app?
-The advanced capabilities available in Project for the Web app include dependencies with lead and lag, goals, task history, sprints, and more.
What is the benefit of the integration with Microsoft 365 for project updates?
-The integration allows users to easily request updates from Microsoft 365 team members to whom tasks are assigned, and helps them stay on top of the project within a single platform.
Who can work on projects created in default or custom environments using their preferred interface?
-Portfolio managers, enterprise project managers, or team members can all work on projects created in default or custom environments using the interface of their choice.
Outlines
🛠️ Custom Environments for Project Management
The video introduces the deployment of projects in custom environments, which allows project managers to manage projects with specific customizations, security settings, data policies, and access control tailored to different business units. It demonstrates how Dataverse admins can create custom environments like a sales org environment and restrict access to projects to specific departments. The process includes deploying the project app via Dynamics 365 apps and utilizing Power Apps for project creation. It also mentions a simplified web app interface for team members and the integration with Microsoft Teams for seamless collaboration.
Mindmap
Keywords
💡Project Managers
💡Custom Environments
💡Dataverse Admins
💡Microsoft Project Service Core
💡Power App
💡Project for the Web App
💡Microsoft Planner
💡Microsoft Teams
💡Microsoft 365
💡Collaboration
💡Integration
Highlights
Project deployment in default environment for quick project management start.
Custom environments for tailored security settings and access control.
Dataverse admins can deploy projects in custom environments via Project Platform Admin Center.
Sales org custom environment example with limited access to the sales department.
Installation of Microsoft Project Service Core for custom environment project app deployment.
Project managers can create new projects in custom environments using Power Apps.
Team members can access custom environment projects via Power Apps.
Introduction of Project for the web app for a simpler project access interface.
Upcoming integration of Project for the web app into Microsoft Planner premium experiences.
Overview of the main homepage with recently accessed projects and their sources.
Advanced capabilities available in Project for the web app, including dependencies and task history.
Project managers can now access projects in Microsoft Teams for seamless collaboration.
Integration allows for task updates and project management within a single platform.
Collaboration features in Teams enhance project management across different roles.
Capability to work on projects in both default and custom environments.
Choice of interface for project management depending on user role and preference.
Transcripts
- [Instructor] Hello everyone.
Project is deployed in the default environment
to enable project managers to quickly get started
with creating and managing projects.
However, admins may want projects in environments
with their own customizations, security settings,
data policies, and access control
for different business units in their organization.
Dataverse admins can achieve this
by deploying projects in custom environments
created via the project platform admin center.
As you can see,
a sales org custom environment has been created here.
Access to projects created in this sales org
has been limited to just the sales department.
To deploy the project app in this custom environment,
admins can go into the Dynamics 365 apps
from the resources section
and install the Microsoft Project Service Core.
Once deployed, project managers can choose
the sales org environment
to create new projects via Power App,
which is the local platform
to create custom business applications.
Team members could only access projects
in custom environments via the Power App.
However, many team members
may find the extensive capabilities of the Power App
complex and overwhelming.
Team members can now access projects in custom environments
via the simple interface of project for the web app,
soon to become part of the new
Microsoft Planner premium experiences.
Check out the announcement at aka.ms/thenewplanner.
On the main homepage,
users can view recently accessed projects in the recent tab
along with the source of the project
such as sales or custom environment as in this case.
Within this custom environment project,
users can leverage all the advanced capabilities
available in project for the web app,
including dependencies with lead and lag,
goals, task history, springs, and more.
Additionally, project managers can now also
access these projects in Microsoft Teams.
This allows all users within your organization
who have access to the environment and project
to collaborate seamlessly using the rich
collaboration features natively available in Teams.
With this integration,
you can easily request updates
even from Microsoft 365 team members
to whom tasks are assigned,
and stay on top of the project all within a single platform.
Whether you're a portfolio manager,
an enterprise project manager, or a team member,
you can all work on projects created in default
or a custom environment using the interface of your choice.
Thanks for watching the video.
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