Workshop 3: Project Intake and Idea Capturing (with SharePoint Forms, Workflow, and Power Apps)

Presented by: Jacques Goupil

Upcoming Webinars

www.ppmworks.com/events/

4/9/20 @ 1 PM EST

Report Pack for Project for the web

4/23/20 @ 1 PM EST

Extending Project for the Web CDS with Custom Task

Attributes

5/7/20 @ 1 PM EST

Microsoft PPM Exam Review

5/21/20 @ 1 PM EST

Project Financials App

Microsoft Project and M365

Better for Programs

Holistic Platform

Project Online+

Microsoft 365

Complete portfolio and resource coordination.

Always up-to-date features and performance including

new Agile projects and Power BI Content Pack

Streamlined cloud deployment, maintenance, security,

and service manageability aligned to Microsoft 365

Native integration across Microsoft 365 applications and

services

Better for IT

Better outcomes and insights with Project Online and Microsoft 365 together in your organization. Take advantage of services

that natively integrate, are secure, and are familiar to users. From powerful organizational governance, to analytics and

intelligence, to workflows and custom apps, to IT admin simplicity. Office 365 and Project Online together empower your

organization to achieve more. Learn about Microsoft 365.

All the power, detail and functions of Professional desktop

Consistent user experience, cloud flexibility and up to 5 PC

installations of desktop apps per user

Better for Project Managers

Reinvent the way you work

for the web

The Modern Work Management Suite

Microsoft Teams

Planner

Dynamics 365

Power BI

AzureBoardsProject

Workplace Analytics

VisioMicrosoft Teams:

Your Hub for

Teamwork

Microsoft PPM is a comprehensive and intelligent solution that propels successful execution from strategy to outcomes through the Microsoft Cloud

Strategy OutcomeIdeate Plan Execute

Collaboration

Insights

Extensibility

Microsoft Cloud

New Idea Request Form

Before you can create

PowerApps you must do the

following:

• Create the SharePoint list or

Excel workbook which will

store the data

• Upload the data source such

as an Excel workbook to

SharePoint or OneNote for

Business

Getting Started with PowerApps

To get started for free: https://powerapps.microsoft.com/en-us/

Getting Started with PowerApps

Type in your O365 email

address to sign up. If you do

not have Office 365 you can

sign up for a free trial.

Getting Started with PowerApps

Getting Started with PowerApps

Creating PowerApps

The development platform has 3 major components:

1. Canvas apps – provides flexibility on the UI

• Used for web, mobile, and tablet applications

• Build your app from Microsoft tools where your data lives (SharePoint List,

Power BI Dashboard)

• Uses the PowerApps Studio

• User friendly

2. Model-driven apps -

• Uses the App designer

• Great for creating data source from scratch

• Great for business process flows

3. Common Data Service – allows you to securely store and manage data within a

set of standard and custom entities

Creating PowerApps

PowerApps requires permission to access other apps to connect to data

Creating PowerApps

Once you create the new PowerApps you are brought to PowerApps studio.

Creating PowerApps

To edit the fields on the Browse screen:

1. Select the entire gallery

2. Select Edit next to Fields

3. Select the field from the drop down

Creating PowerApps

To edit the fields on the Edit screen:

1. Scroll down to Edit Form1

2. Select the entire gallery

3. Select Edit next to Fields

4. Click + Add Field

5. Click the ellipse next to the filed

to change the order or delete

the field

Creating PowerApps

PowerApps Guided Learning

PowerApps Guided Learning

Data is at the core of most apps, including those you build in PowerApps. Data is stored in a data

source, and you bring that data into your app by creating a connection. The connection uses a

specific connector to talk to the data source. PowerApps has connectors for many popular services

and on-premises data sources, including SharePoint, SQL Server, Office 365, Salesforce, and

Twitter.

Connectors

Demo

Creating PowerApps from a Template

Creating PowerApps from Scratch

Task App that allows for updates to task progress from mobile devices

Power App Examples

Mobile support app that allows the user to add a support question to a list

maintained by the PMO

Power App Examples

Question & Answer

Upcoming Webinars

www.ppmworks.com/events/

4/9/20 @ 1 PM EST

Report Pack for Project for the web

4/23/20 @ 1 PM EST

Extending Project for the Web CDS with Custom Task

Attributes

5/7/20 @ 1 PM EST

Microsoft PPM Exam Review

5/21/20 @ 1 PM EST

Project Financials App

Hands-on Offerings

Project Workshops Dashboard in a Day Project App in a Day

Increase your Project

skills through use cases

and tips and tricks

Boost your

Productivity using

Power Platform and

Project

Accelerate your Power BI

skills and learn how to

create powerful dashboards

and reports

These immersive and hands-on workshops are designed to expand your skills and knowledge in Microsoft

Project, Power Platform and M365 applications. Sponsored by Microsoft and delivered by PPM Works.

Contact us at info@ppmworks.com to reserve your workshop today!

Project App in a Day Workshop

A Microsoft sponsored hands-on workshop. Learn how to empower your business using the new Project for the web and the Power Platform. Delivered by PPM Works.

Power

Automate

Power Virtual

Agents

Power BI

Project for

the Web

Power Apps

Workshop Breakdown:

These immersive and hands-on workshops are designed to accelerate your Power BI skills with a

comprehensive training program in a single day.

Together we will bring your data to life with real-time dashboards and reports. You will walk away with the

necessary knowledge of the Power BI business analytics tools to analyze data and share valuable insights.

Regardless of your experience level this workshop will have something for you.

Power BI Setup

Project Online to Power BI connection & configuration

Dashboard Session

Hands-on lab initial reports & dashboard creation

Microsoft Project WorkshopsMicrosoft and PPM Works are pleased to offer free workshops with PDUs to qualified customers. Our Project and

Portfolio Management (PPM) workshops offer a fun, interactive experience tailored to your unique needs

Session can be delivered in-

person at your office or a

Microsoft office

Typical length

is between 1

to 4 hours

Workshop sessions are

designed for 5-10

participants

Customized to be directly

relevant to your specific

business needs

1. Hands-on PPM Immersion focuses on your PPM challenges through use cases highlighting Microsoft Office 365/Project Online.

2. Project Online Tips & Tricks provide the opportunity to increase your Microsoft Project skills and ask an expert questions

Proof of ConceptThe Project Online Proof of Concept (PoC) effort will provide the workflow and configuration necessary for key decision makers to see and

understand how leveraging Project Online will increase governance and efficiency, while highlighting future Project Online functionality. The PoC

goal is to provide one centralized solution.

Included Focus Areas:

Project Visibility

One central source to view all projects and

portfolios through a Program Dashboard.

Easily capture project requests, create

projects from the web, understand/track

project status, and create your project

roadmap for governance. Your one-stop PPM

shop.

Project Team Collaboration

Many organizations are using Microsoft time-

saving tools and industry best-practices.

Guide your organization in a common

direction that offers flexibility using real-

world scenarios highlighting work

management, issue/risk tracking, and

collaboration with Microsoft PPM, Teams,

OneNote, and Project Sites.

Power BI Reporting

Track project success visually and dynamically

by using out-of-the-box reports from the

PPM Content Pack for Power BI for quick

insights and drill down. Access relevant PPM

related information for data-driven decisions.

Effectively measure project performance and

gain visibility and control across all portfolios

and export to PowerPoint.

Project Security

Active Directory synchronization

with Microsoft PPM provides access and

permissions for all your projects, resources,

views, and reports through role-based

security groups and templates.

Question & Answer Let’s Connect

info@ppmworks.com

https://www.youtube.com/c/ppmworks

Subscribe to our

YouTube Channel

Stay on top of the latest tips and tricks and new features by subscribing to PPM Work’s YouTube Channel. Learn from our latest videos and earn

free PDU’s.

https://www.youtube.com/c/ppmworks

Hands-on Session

Expert led interactive session where you can experience first hand:

• Project

• Collaboration Tools

• Power Platform

Contact Us!

1. Contact info@ppmworks.com

• Use your FREE Planning Services

• Meet your local Microsoft Project Specialist

• Request a free Project Online trial

• Schedule a workshop

• Set up an onsite or remote demo

2. Connect

• LinkedIn:https://www.linkedin.com/company/ppm-works-inc

• Our Site: www.ppmworks.com

• Events: www.ppmworks.com/events

• Blog: www.ppmworks.com/blog

• Email: info@ppmworks.com