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.

Who Should Attend?

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.

Professionals who benefit from this course include:

Project Managers
Portfolio Managers
Project Directors/PMO Directors
Business Analysts
Team Leads
Data Analysts
Product Managers
Marketing Managers and Specialists
IT Managers
Operations Managers
Team Members

We can organize this training at your preferred date and location. Contact Us!

What You Will Learn

Use Microsoft 365 tools for Project Management and decide when to use them
Uncover the depth of using Microsoft Teams for more than chats and basic communication
Enhance your project management tool skills to create a PMIS for your organization
Create simple projects in Planner
Integrate Planner, Teams, Office, SharePoint, Project Pro and Project Online
Use Microsoft 365 tools for Project Management and decide when to use them
Uncover the depth of using Microsoft Teams for more than chats and basic communication
Enhance your project management tool skills to create a PMIS for your organization
Create simple projects in Planner
Integrate Planner, Teams, Office, SharePoint, Project Pro and Project Online
Build and use SharePoint Project Site features
Construct a PMIS using SharePoint to schedule planning, reporting, and forecasting
Implement SharePoint List Apps to manage project information: schedules, tasks, risks, issues
Implement SharePoint Library Apps to manage critical document lifecycle: budgets, plans, policies, views, version control, metadata
Share project information with stakeholders and grant transparent access to critical project documents and information
Create projects in Microsoft Project Professional and assign resources to tasks
Manage multiple projects using Project Online (Project Server) and share resource pools at the enterprise level.

Training Outline

Part 1: Starting Out

About class
1. Prerequisites
2. Logistics
3. Agenda
4. Lab overview – Approach to lab exercises
5. Introductions
Microsoft project management “Big Picture”
1. Roadmap/solutions for project management in Office 365
Requirements of a PMIS (Project Management Information System)
1. What is a PMIS?
2. Setting expectations
3. Attributes of a good PMIS
4. Planning your approach: Choosing the appropriate solution

Part 2: Office 365 Groups and Microsoft Teams

Microsoft Teams architecture
Overview of modules
Chat
Teams and Channels
Calendar
OneNote: Utilizing for meeting minutes
Planner
Files
Customizing Teams
1. Lab 1 – Utilizing Microsoft Teams for Project Management

Part 3: SharePoint Online

SharePoint as a PMIS – Demo
SharePoint Online architecture
1. Sites
2. Apps
3. Pages
4. Hub architecture
Creating project sites
1. Site templates in SharePoint Online
2. Sharing with project team and stakeholders
3. Lab 2 – Creating a SharePoint team site for project management
Advanced permissions and sharing in SharePoint Online
1. Permissions architecture
2. People and groups
3. Permission levels
4. Inheritance
5. Lab 3 – Customizing permissions: groups, permission levels
Working with Apps: Lists
1. Lists to manage non-document content and implement business processes
2. Creating Lists
3. Logical data structure using metadata: Creating and customizing columns
4. Views
5. Advanced List management
  1. Content Types
  2. Site Columns
  3. List Settings
6. Building Lists for successful project management
  1. Tasks
  2. Risks
  3. Issues
  4. Agile
  5. Timesheets
7. List integration with Office 365 Apps
  1. Lab 4 – Managing project data with lists
8. Working with Apps: Libraries
  1. Libraries to manage document lifecycle and implement business processes
  2. Creating libraries
  3. Classification and categorizing of documents using metadata: Creating and customizing columns
  4. Views
  5. Content types/templates
  6. Advanced library management
    1. Content type/templates
    2. Site columns
    3. Library settings
  7. Syncing with OneDrive
9. Building Libraries to successfully manage project documentation lifecycle
  1. Project plan docs
  2. Expense reports
  3. Procedures
  4. Budget docs
  5. Invoices
  6. Lab 5 – Managing project document life cycle with Libraries
10. Customizing SharePoint pages and using Web Parts
  1. Page types
  2. Creating pages
  3. Web Parts
  4. Editing and publishing pages
  5. Lab 6 – Customizing pages to drive team member adoption of project sites
11. SharePoint Online for Project Management – Review and questions (discuss advanced topics: site collection administration, roles, governance, etc.)

Part 4: Project Online

Introduction to Project Online for Project Portfolio Management
Architecture of Project Online / PWA
Modules
Pages
Customization
Integration with SharePoint Project Sites
Integration with Microsoft Project Professional
1. Lab 7 – Creating and managing projects using Project Online
Power BI for reporting portfolio status
Wrap up
Questions
Survey
Next steps: in-depth learning, consulting

Why Choose Us

Experience live, interactive learning from the comfort of your home or office with Bilginç IT Academy's Online Instructor-Led Managing Projects with Microsoft 365 Training in Ireland. Engage directly with expert trainers in a virtual environment that mirrors the energy and schedule of a physical classroom.

Live Sessions: Join scheduled classes with a live instructor and other delegates in real-time.
Interactive Experience: Engage in group activities, hands-on labs, and direct Q&A sessions with your trainer and peers.
Global Expert Trainers: Learn from a handpicked global pool of expert trainers with deep industry experience.
Proven Expertise: Benefit from over 30 years of quality training experience, equipping you with lasting skills for success.
Scalable Delivery: Accessible worldwide, including Ireland, with flexible scheduling to meet your professional needs.

Immerse yourself in our most sought-after learning style for Managing Projects with Microsoft 365 Training in Ireland. Our hand-picked classroom venues in Ireland offer an invaluable human touch, providing a focused and interactive environment for professional growth.

Highly Experienced Trainers: Boost your skills with trainers boasting 10-20+ years of real-world experience.
State-of-the-Art Venues: Learn in high-standard facilities designed to ensure a comfortable and distraction-free experience.
Small Class Sizes: Our limited class sizes foster meaningful discussions and a personalized learning journey.
Best Value: Achieve your certification with high-quality training and competitive pricing.

Streamline your organization's training requirements with Bilginc IT Academy’s Onsite Managing Projects with Microsoft 365 Training in Ireland. Experience expert-led learning at your own business premises, tailored to your corporate goals.

Tailored Learning Experience: Customize the training content to fit your unique business projects or specific technical needs.
Maximize Training Budget: Eliminate travel and accommodation costs, focusing your entire budget on the training itself.
Team Building Opportunity: Enhance team bonding and collaboration through shared learning experiences in your workspace.
Progress Monitoring: Track and evaluate your employees' progression and performance with relative ease and direct oversight.

Why have you chosen us?

I have attended a training from Bilginc IT Academy before and I was satisfied.

I have attended a training from a different provider and it was not helpful.

Other

How many employees do you have in your IT department?

0 – 50

50 – 250

250 – 1000

1000+

Managing Projects with Microsoft 365 Training in Ireland

Who Should Attend?

What You Will Learn

Training Outline

Why Choose Us

Online Instructor-Led Training (VILT)

Classroom Based Learning

Onsite / In-House Learning

Available Training Dates