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Microsoft Teams Integration with Project for the web and Power BI

Microsoft Teams Integration with Project for the web and Power BI

1h 17mIntermediate2023-06-09

Authors

John Riopel

John Riopel

Program and Project Manager

Course details

Want to manage workflows on all your projects in one integrated workspace? Look no further than Microsoft Teams. In this course, instructor and project management professional John Riopel teaches you how to build a fully integrated project communication environment and maximize your efficiency using the powerful features of Microsoft Teams coupled with Power BI and Project for the web.

Learn how to create a private team for each project, customize the general channel to include your required files, schedule and configure Power BI reporting, and simplify work communication with the Power BI app. John draws insights based on over 30 years of experience to help you become a more proficient user in the Microsoft Teams environment and connect your project management workflows with other Microsoft 365 apps.

Skills covered

Microsoft ProjectProject Management SoftwareMessagingPower BIBusiness AnalyticsBusiness IntelligenceData AnalysisProject ManagementData ScienceBusiness Analysis and StrategyBusiness Software and ToolsMicrosoftOne-Off

Concepts

0. Introduction

  • 01 - Microsoft Teams integration overview
  • 02 - What you should know

1. Microsoft Teams

  • 03 - Determining licenses
  • 04 - Working in Microsoft Teams
  • 05 - Creating a new team
  • 06 - Understanding channels
  • 07 - Adding apps

2. Project for the Web

  • 08 - Overview of Project for the web
  • 09 - Importing a project
  • 10 - Create a project from a template
  • 11 - Understanding views
  • 12 - Adding labels
  • 13 - Add or move tasks in buckets

3. Power BI for Project for the Web

  • 14 - Working with the Microsoft template
  • 15 - Understanding the report tables
  • 16 - Modifying the template report
  • 17 - Adding new slicers
  • 18 - Troubleshoot the new report
  • 19 - Sharing and publishing reports
  • 20 - Set up refresh for reports and dashboards

4. Integration

  • 21 - Creating the team creation list
  • 22 - Building a Power Apps form
  • 23 - Creating the team creation workflow
  • 24 - Adding Project for the web to Teams
  • 25 - Adding Power BI to Teams

Conclusion

  • 26 - Review and next steps

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