![]() Roadmap – a new service to see cross-functional and strategic view of projects in flight.Home – a new service to see and manage all your projects in one place.In other words, you get every Microsoft project management tool when you purchase D365 PSA.Īt the recent Microsoft Ignite 2018 conference in Orlando FL Microsoft has announced a new-and consolidated direction-for their full suite of project management tools and platforms. Microsoft also includes their full suite of Project Online Premium tools, including the desktop version of Project Professional. ![]() The PSA module provides a set of end to end digital processes whereby any professional services organization/function can manage the lifecycle from an opportunity (potential sale), project proposal (quote), project contract (sales order) and then thru the full service delivery cycle. This platform is Microsoft’s professional services-based solution that is based on their customer engagement platform (CRM) Dynamics 365. Microsoft Dynamics 365 Project Service AutomationĪnd finally, we have the Dynamics 365 Project Service Automation (PSA) solution. The Premium levels provides the “Project Server” capabilities for Portfolio management. You are also provided the desktop version of Project. The solution can be run from any browser platform but has a different level of capabilities. This is the version of Microsoft Project in an online capability thru an Office 365 subscription. Microsoft Project Online Essentials, Professional and Premium Project Server has the ability to roll up projects into programs to enable visibility from three levels-strategic, tactical and operational. The use case for Project Server was to manage the variety of work using the timesheet capability to understand team labor investments towards sustain and project-based activities. Prior to Microsoft’s online solutions I had deployed this solution twice and the platform has worked well to manage resources, time tracking, projects and programs. This is the traditional “Project” solution that has been available for over 20+ years-as it is the desktop version that provides you the capabilities to develop project plans, resource schedules, manage tasks and other process activities.įor Project Server this is the on-premise solution provided by Microsoft that is based on SharePoint server to provide a portfolio and project management platform. Microsoft Project Standard Edition, Professional Edition and Project Server Planner is included in various levels of Office 365 Business subscriptions. To view tasks on your mobile devices, you will need to use the native Apple iOS (Reminders) or Google Android Gmail app.Ī lightweight project management tool as part of Office 365 that provides a team of people the ability to share and update tasks within boards using visual management tools for tasks, progress summaries, schedules, file sharing, chat and plans. However, the Microsoft designed Outlook Mobile App DOES NOT include a view/section for Tasks. You can see tasks within your Outlook views on the desktop or web based client. Tasks has always been a part of Microsoft Outlook. ![]() ![]() It can run with a Microsoft-based account or you can use it as part of your Office 365 subscription:ĭesktop – on Windows 10 using Google Chrome This is a recent solution that was provided as an app for your phone to manage things that you wanted to do-separate from Outlook. The following list is a summary-in order of complexity-with the goal of sharing all the Microsoft task/project-based tools you can leverage at your organization. As of this past Summer 2018, I like to refer to Microsoft’s variety of task management tools as their “ task ecosystem,” as there are so many tools that offer a variety of capabilities. Microsoft has historically provided a variety of tools to help you manage and track the work you as an individual perform as well as what your team delivers in terms of a “temporary endeavor to deliver a product, service or result” (i.e.
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