Learn how to use Microsoft Teams, SharePoint Online, and Project Online to improve project efficiency and accuracy.
The world of project management technology solutions is an ever-changing landscape. With Software-As-A-Service (SaaS) applications and cloud computing enabling remote work and collaboration across technologies, it is a challenge to choose the right solutions that meet project management needs. Microsoft's portfolio of project management tools empower project managers and their teams to ideate, analyze, manage, and close projects. The tools managers choose depends on the complexity of the project, methodology used, and level of resources managed.
This course provides students with an understanding of all the Microsoft tools to manage teams and projects. It focuses on how Microsoft Teams, Planner, SharePoint Online, Project Professional, and Project Online (Project Server) work together. Students gain a full understanding of which tools are used for what type of situation and return to work prepared to use them on their own projects.
Students also learn how to build a PMIS from scratch using SharePoint Online, and how that integrates with Microsoft Project Professional. From there students expand their knowledge to understand how to use Project Online (Project Server) to manage a portfolio of projects that share resources and schedules across the enterprise.
This course utilizes Microsoft 365 Online, but the skills learned are easily transferred and implemented to on-premise solutions like SharePoint Server 2019 and Project Server.
Audience
Professionals who benefit from this course include:
In this course you will learn how to:
Introduction to Project Management in Microsoft 365
Overview of tools and applications for managing tasks and projects
Introduction to Teams
Creating Teams
Creating Channels
Adding Channel Apps
Teams Apps
Introduction to SharePoint
Creating SharePoint Sites
SharePoint integration with Teams
Permissions Management in Microsoft 365 and SharePoint
Microsoft 365 Groups
Working with SharePoint Groups and Permissions
SharePoint Lists
Creating SharePoint Lists
Creating Columns
Creating and Working with Views
SharePoint Libraries
Creating SharePoint Libraries
Creating Columns
Creating Views
Document Management Tools
Version Control
Check In / Check Out Controls
Alerts
Working with Sensitivity Labels in SharePoint
Microsoft Planner
Planner Basic vs Planner Premium
Creating Basic Plans
Creating Premium Plans
Working with Microsoft Copilot for Planner
Integrating Plans into Teams
Microsoft Loop and Loop Components
Creating Microsoft Loop Workspaces
Creating Loop Pages
Creating Loop Components
Sharing and Embedding Loop Components
Microsoft Project Professional
Creating Project Plans
Creating Tasks
Scheduling Tasks
Working with Resources
Tracking Project Progress
Advanced Task Scheduling Features
Sync Project Plans with SharePoint
Automating Project Management Processes with Power Automate
Working with the built-in Sign Off Process
Creating Custom Workflows in Power Automate
This course is designed for anyone who wants a broad understanding of all the tools available for project management in Microsoft 365. Students should come to the class with a good knowledge of project methodology and basic knowledge of SharePoint Online so the focus can remain on in-depth, hands-on training. People manage projects; tools can make the process easier.
