Live Webinar

Integrating Dynamics PSA to Project Online using Flow

Integrating Dynamics PSA to Project Online using Flow

Introduction:

The IT landscape of most organizations is constructed of multiple systems, supporting different areas of the organization. The different systems might fit the organizational units ways of working perfectly, but across the different units, collaboration might not be as smooth.

For instance the sales department is using a CRM system to handle all customer relations and their opportunity management. At some point in time, an opportunity will be handed over to the delivery part of the organization, who then handles the planning and execution of the project in another system. The challenge is then to get the information about the customer from one system to the other.

Integrating large IT solutions can be a daunting task, where time and cost can get out of hand quickly. With Microsoft Flow, integrating large IT solutions can be done in a matter of minutes, with minimal technical skills.

Agenda:

In this webinar we will look at an integration between Microsoft Dynamics CRM and Microsoft Project Online using Flow.

  • Brief overview of Dynamics CRM and Project Online.
  • What is Flow?
  • Live Demo.
  • Reflections and current limitations.

Level: Intermediate

About Andreas:

Andreas is a PPM consultant in our Århus office, and creates solutions for Project and Portfolio Management in medium/large organizations. Focus areas include developing project, portfolio and resource management solutions using Microsoft Project, Project Online and other applications in the Office 365 suite.

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Audience: 

PMO, Administrator, Portfolio Manager, Sales Manager, Project Manager

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