

- #MICROSOFT 365 PROJECT MANAGEMENT HOW TO#
- #MICROSOFT 365 PROJECT MANAGEMENT UPDATE#
- #MICROSOFT 365 PROJECT MANAGEMENT FULL#
- #MICROSOFT 365 PROJECT MANAGEMENT SOFTWARE#
- #MICROSOFT 365 PROJECT MANAGEMENT SERIES#
For more information about onboarding to Business Central, see Get Ready for Doing Business.ĭid you land here from inside Business Central? If you are not sure where to find what you are looking for, you can filter by titles in the navigation pane to the left, or you can use the Search field at the top of the browser window.

Check out the quickstart articles to help you get to know Business Central.
#MICROSOFT 365 PROJECT MANAGEMENT HOW TO#
Otherwise, get the overview, take the guided tour, and then learn how to start a free trial. If you already have Business Central, then sign in at. Business Central is fast to implement, easy to configure, and simplicity guides innovations in product design, development, implementation, and usability. Companies can easily add functionality that is relevant to the region of operation, and that is customized to support even highly specialized industries. Highly adaptable and rich with features, Business Central enables companies to manage their business, including finance, manufacturing, sales, shipping, project management, services, and more.
#MICROSOFT 365 PROJECT MANAGEMENT UPDATE#
This is a fantastic tool for using remote resourcing and supporting remote clients having visibility into a real time status update on the project progress.Business Central is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps you manage your business. We plan out and assign the tasks using Planner to emulate the phases of the delivery cycle and our resources are accountable for monitoring and updating their tasks on the planner board. We also incorporate Microsoft Planner into this process, and add it to the Team Channel, as well as having a weblink for our clients to access for visibility on project progress. The elimination of writing long emails, with links to documents and details is negated with this process and saves a lot of time and effort.

This is achieved through the consistent process that all team members in the organization adhere to and follow. It is also valuable for the PMO and Project teams, if the Project Manager goes out of office, to have a backup to provide continued service to our clients. This Project Setup Process has been a game-changer in keeping all Imaginet team members informed and aware of their projects and the consistency helps our team members focus their efforts on elevating the consulting experience with our clients instead of trying to find documentation and figuring out how to collaborate as remote teams.įrom a Project Management perspective, this consistency allows for complete transparency with all areas of the project and affords the principles of Agile Methodology with accountability for each member on the team.
#MICROSOFT 365 PROJECT MANAGEMENT FULL#
We have folders to store client-received requirements documents and a delivery folder for Imaginet developed deliverables, as well as a full Project Management collaboration where we store all project management materials, for SOWs, Change Requests, Schedules, Status Reports, Budget Trackers and Project Close-Out Report.
#MICROSOFT 365 PROJECT MANAGEMENT SOFTWARE#
It supports a simplified Software Development Life Cycle.
#MICROSOFT 365 PROJECT MANAGEMENT SERIES#
We have a set series of folders that are applied to the Project Team Channel that creates this consistency. This workflow also communicates to the resources assigned, that they are now added to a new project, along with an access link to the SOW for their review to understand the scope before starting the project with the client. This Form and Workflow support a sequence of events creating a Teams Channel for collaboration, calendars, and communication, with a back-end connection into a SharePoint Document Site storage. When the Project transitions from the Business Development/Sales cycle to a signed Statement of Work a Project Setup workflow request form is filled out. We have achieved this using Microsoft 365, PowerAutomate and Planner. We have overhauled our Project Delivery Process with the vision to exceed our clients’ experience with us, but also create an organization-wide delivery consistency for all our Consulting resources to follow with ease to support our clients. However, with resources and project teams being remote and scattered across many locations and time zones, these traditional tools haven’t really lent themselves to the versatility of agile software project delivery methodology.Īt Imaginet, we are a Microsoft Gold Partner, so can we utilize all the advantages of Microsoft 365 Tools and its capabilities. Traditionally delivering projects in the Software Consulting world has always been focused on using Project Management tools like Microsoft Project and Project Management Systems. Work confidently with powerful project management tools
