Project management in Power Platform custom environments

Microsoft 365

15 Nov 202302:29

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

00:00

🛠️ 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

Project managers are professionals responsible for the planning, execution, and closing of projects. They play a pivotal role in ensuring that projects are completed on time, within scope, and budget. In the context of the video, project managers can quickly get started with creating and managing projects in the default environment or custom environments with specific settings. The script mentions that project managers can choose the sales org environment to create new projects via Power App, indicating their role in utilizing the platform for project creation and management.

💡Custom Environments

Custom environments refer to tailored project management settings that cater to the unique needs of different business units within an organization. These environments can include specific customizations, security settings, data policies, and access control. The video script discusses how Dataverse admins can deploy projects in custom environments created via the project platform admin center, such as a sales org custom environment that limits access to just the sales department.

💡Dataverse Admins

Dataverse admins are administrators responsible for managing the Dataverse, a cloud-based database and app development platform that is part of the Microsoft Power Platform. They have the ability to configure and control various aspects of the platform, including deploying projects in custom environments. The script highlights that Dataverse admins can create custom environments to meet the specific requirements of different business units within their organization.

💡Microsoft Project Service Core

The Microsoft Project Service Core is an application that can be installed by admins to deploy the project app in a custom environment. It is part of the Dynamics 365 suite of applications and is essential for enabling project management functionalities within the specified environment. The video script instructs admins to install this core service from the resources section to facilitate project deployment in the custom environment.

💡Power App

Power App is a platform that enables users to create custom business applications tailored to their specific needs. It is a part of the Microsoft Power Platform and is used in the script to illustrate how project managers can create new projects in the sales org environment. Power App provides a local platform for creating applications that can be accessed and managed within the custom environments.

💡Project for the Web App

Project for the Web App is a simplified interface designed to make project management more accessible, especially for team members who might find the extensive capabilities of Power App complex. The script mentions that team members can now access projects in custom environments via this web app, which will soon become part of the new Microsoft Planner premium experiences. This app offers advanced capabilities such as dependencies with lead and lag, goals, and task history.

💡Microsoft Planner

Microsoft Planner is a task management tool that allows teams to organize work, track progress, and collaborate on projects. In the video script, it is mentioned that Project for the Web App will soon become part of the new Microsoft Planner premium experiences. This integration suggests an enhancement in the way teams can plan and manage projects, with a focus on premium features and experiences.

💡Microsoft Teams

Microsoft Teams is a platform that combines chat, video conferencing, file storage, and application integration to support teamwork and collaboration. The video script highlights the integration of project management with Microsoft Teams, allowing users within an organization to collaborate seamlessly using the platform's rich collaboration features. This integration facilitates tasks such as requesting updates and staying on top of projects within a unified platform.

💡Microsoft 365

Microsoft 365 is a suite of productivity tools and services that includes Microsoft Office applications, Windows, and enterprise mobility and security solutions. In the context of the video, Microsoft 365 team members are mentioned as being able to receive updates and collaborate on tasks assigned to them, indicating the integration of project management with the broader suite of Microsoft productivity tools.

💡Collaboration

Collaboration is the process of working together to achieve a common goal. The video script emphasizes the importance of collaboration in project management, especially with the integration of Microsoft Teams. It allows all users within the organization who have access to the environment and project to work together effectively, using the platform's features to request updates, discuss tasks, and manage projects collectively.

💡Integration

Integration in the context of the video refers to the combining of different systems or platforms to work together seamlessly. The script discusses the integration of project management with Microsoft Teams and the upcoming inclusion of Project for the Web App in Microsoft Planner. This integration aims to provide a unified and cohesive experience for users, allowing them to manage projects and collaborate within a single platform.

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.