Project management in Power Platform custom environments

Summary

The 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.