Manage IT Projects With Office 365

Dive into using Office 365 to manage an IT project by discovering how to use the tight integration of Office 365 and all of its services and programs. Use Office Pro, Exchange, SharePoint, OneDrive, and Lync together for success on your next project.
Course info
Rating
(52)
Level
Intermediate
Updated
Sep 29, 2014
Duration
4h 56m
Table of contents
Welcome and Introduction to the Course
Setting Up Your Workforce
Setting Up External Vendors and Contractors
Budgets, Technology, and Other Custom Lists and Views
Project Tracking
The Project Team
Communication
Document Management
Change Management
Risks, Issues, and Decisions
MySite and Dashboards
Wrap Up
Description
Course info
Rating
(52)
Level
Intermediate
Updated
Sep 29, 2014
Duration
4h 56m
Description

Most organizations manage projects as part of their daily makeup. Those that are fortunate enough to have Office 365 can take advantage of the many tools in this environment to drive those projects to success, from setting up the right environment for your workforce and resources, to tracking and viewing the most important and timely information. This course teaches you the tools of Office 365, while promoting practices for running any project.

About the author
About the author

Ron is an experienced professional with in-depth expertise in corporate training, change management, communications, and facilitation.

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Section Introduction Transcripts
Section Introduction Transcripts

Setting Up Your Workforce
Hi. I'm Ron Schindler and this module is about setting up your workforce resources, part of the Manage IT Projects with Office 365 course. Just like in a race, you will need to make sure you get set correctly before starting your project. Just ahead in this module we are going to look at how we plan for the people resources we are going to need. We'll also look at the resources like rooms and equipment. We're then going to look at how we set them up with email accounts or add them as contacts within our environment. We will take a look at Email Compliance Management, which is important to control the flow of information on a project. Too much disinformation or information released too soon can keep you running to put out fires instead of reaching deadlines. You may have vendors or contractors that you will be working with. How does this change the way you will work in Office 365? And we will look at the very important storage that all of our resources will have with OneDrive for business, so hopefully this gets you off the start with a leap ahead of the competition. The next module coming up will help you to plan for Office 365 accounts and licenses, so let's dive in.

The Project Team
Hi. I'm Ron Schindler and this is the introduction to our sixth module, which is The Project Team. In this module we'll be looking at some solutions for how we keep track of and view our project team. The first thing we're going to talk about is tracking contacts within the project. We're going to do that with the contact directory and we're not going to use just the built-in one that comes with SharePoint, we're going to add a little spice to it by giving it some graphical capabilities, and giving it some more functionality. We're then going to look at our organization in a Visio Org chart and we'll see how we can work with Visio and Visio services inside of Office 365. Let's get started.

Document Management
Welcome to this module on Document Management. My name is Ron Schindler. Just in the way of introduction, keeping track of documentation for a project is a lot of work. SharePoint can help and we could accomplish this with a simple document library in folder structures. If you take a little time up front, you can do some amazing things with your documents. Using metadata, you know that data about your data, you could bypass the whole folder structure nightmare and just use filters and views to create a real useful view of documents. We're going to look into the metadata and document libraries. We're going to look at the difference between using metadata with filtering and sorting and views, as opposed to our common network structure that we're used to, the folder structure that goes very deep. We're going to look at co-authoring documents with Microsoft Office 365 Pro. What programs can we use to do that with and how much power do we have in Office 365?

Risks, Issues, and Decisions
Welcome again, to another module. This module is on Risks, Issues, and Decisions. This is Ron Schindler and I'm glad to be your guide. In this module we're going to be looking at the definition of risks and issues. This is important because your definition might vary slightly and it is important to realize what the difference is up front, so that you can make appropriate adjustments. We will then look at an example of how risks and issues could be tracked in a SharePoint list. You don't want to drop the ball on a risk or an issue and then get a surprise that delays your project. That can be quite costly. We will take a quick look at assigning ownership and notifying individuals through workflows. It is really important to keep accountability high when it comes to risks and issues. Lastly, we are going to talk about project decisions and how we can communicate these out to the whole team. This'll be a combination of email and a SharePoint list, so let's get started.