Getting to know your role as

Administrators

Introduction to Customisation Fundamentals (02:37)

Introduction to Reporting Fundamentals (01:50)

Learn more about the platform

Administration

Platform architecture and licensing requirements

Understanding the technology components (01:24)

Understanding Microsoft licensing requirements (03:26)

Managing users and security roles/permissions

Managing users (04:03)

Managing permissions (06:29)

Create and maintain resources (07:00)

Associate External Resource to Named Resources (02:15)

Bulk edit resources (02:03)

Create and maintain resource rates (03:48)

Downloadable Job Aid (5-min read)

Downloadable Job Aid (Extended))

Classifying types of work and maintaining templates

Maintain project types, financial categories and enterprise calendars (04:27)

Create and maintain enterprise calendars (03:53)

Create and maintain resource calendars (02:06)

Downloadable Job Aid (5-min read)

Downloadable Job Aid (Extended))

Maintaining the system and configuration settings

Maintain system settings (04:53)

Set-up timesheets (05:50)

Work with timesheet periods (04:30)

Define non-project time (03:31)

Manage customisation strategies and next steps

Manage customisation strategies and next steps (05:39)

Project administration

Project administration (05:15)

Downloadable Job Aid (2-min read)

Portfolio / Program Administration

Portfolio/Program administration (04:16)

Downloadable Job Aid (2-min read)

Customisation

Solution customisation overview

Navigating Power Apps and Model-driven apps (01:54)

Creating a custom solution and publisher (08:56)

Learn more about model-driven apps

Managing the data elements

Creating some data (08:56)

Learn more about data elements

Managing the user interface (UI) elements

Modifying the platform app interface (07:32)

Learn more about the user interface

Managing the logic elements

Creating a Business Process Flow (BPF) (05:59)

Learn more about business logic

Managing the visualisation elements

Creating some visualisations (06:51)

Learn more about visualizations

Additional tools and best practices recap

Additional Tools, Resources and Best Practices (04:58)

Learn more about Power Apps

Reporting

Microsoft Dataverse and data structure

Explore Dataverse and Data Structures (07:06)

Learn more about Microsoft Dataverse

Customising report files

Download .pbix files (02:17)

Modify a Query and Report page (18:55)

Copy an existing query (02:34)

Modify copied query (19:15)

Apply changes and add report pages (16:43)

Configure the Info page (05:53)

Prepare the report for publishing (01:57)

Learn more about Microsoft Power BI

Publishing and maintaining reports

Publish reports to the Power BI workspace (06:56)

Scheduled refresh for Power BI datasets (03:31)

Obtain the embed link for the report setting (05:04)

Learn more about Microsoft Power BI

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