Microsoft Setup Guide: Are You Teams4PM Ready?

1. Do you use Microsoft Teams for daily communication and collaboration?

Teams4PM lives inside Microsoft Teams — It's your project command center!

Microsoft Teams should be your organization's central hub—it's where Teams4PM establishes its base and gets the excitement going. A stable use of Microsoft Teams throughout the organization is essential. Teams should be fully integrated and adopted as the primary collaboration platform, as it serves as the foundational environment. This aligns all team members to effectively utilize Teams4PM's capabilities, enhancing communication, project management, and AI-enabled collaboration efforts across the board.

Note: For additional project management tools, like Monday.com, SmartSheet, etc., please set up an intro call.

2. Do you have a Microsoft 365 subscription?

Business Standard, Business Premium, E3, or E5 work best.

Specifically, it is crucial to have access to Microsoft Teams, which allows for a cohesive project management experience. This connection ensures that all communication, collaboration, and project management activities are centralized within a single, familiar interface.

A company with Microsoft 365 Business Standard, Microsoft Teams heavily used, and Power Apps licenses would be ready to install and roll out Teams4PM pretty easily.

Additionally, having SharePoint Online is optional but highly beneficial, as it is included in most Microsoft 365 plans. SharePoint Online serves as a robust tool for document management and project file storage, providing a secure and organized repository for all project-related documents. This facilitates easy access, sharing, and collaboration on files, further supporting Teams4PM operations for your organization.

3. Do you have access to Microsoft Power Platform licenses?

Power Apps and Power Automate are key to customizing your workflow automation.

For the strength of the Microsoft Power Platform, you'll need a few key licenses. First up, the Power Apps license, which is your ticket to creating custom applications tailored to your unique business needs. Then there's the Power Automate license, essential for streamlining processes and automating tasks—though be aware, some environments might already offer a taste of Power Apps, but for the full buffet of automation, an upgrade could be on the menu. And for those larger enterprises with a preference for data security and management, Microsoft Dataverse is the optional yet highly recommended cherry on top. It provides a secure haven for your project-related data within the Power Platform, ensuring your information is as safe as a squirrel with a nut in a tree.

4. Can your IT team install and approve new apps in Microsoft Teams?

Quick coordination may be needed to set permissions and connections.

Microsoft Azure Active Directory (Azure AD) is your go-to for user authentication and access management within Teams. With admin permissions—or a friendly IT support team—you can seamlessly install Teams4PM in the Microsoft Teams tenant and configure permissions for apps like Power Automate flows or Dataverse, if necessary.

Admin Permissions (or IT Support) Needed:

• To install Teams4PM in the Microsoft Teams tenant
• To configure permissions for apps like Power Automate flows or Dataverse, if needed

5. Do you need better project visibility, automation, and collaboration without buying a whole new project management platform?

This is exactly what Teams4PM was designed for!

With Teams4PM, you don't need to invest in an entirely new project management platform to achieve enhanced project visibility, automation, and collaboration. By integrating directly into Microsoft Teams, Teams4PM leverages your current project management tools and interfaces your team is already familiar with, eliminating the need for additional training or costly software purchases. Ensure all your project activities are visible and manageable within a single, unified environment, allowing for real-time updates and streamlined communication.

Automation is at your fingertips with Power Automate, enabling you to customize workflows and reduce manual tasks, while communication is enhanced as team members work together in a shared AI-enabled space. Teams4PM transforms your existing Microsoft Teams setup into a powerful project management platform, maximizing efficiency without the costly overhead of new systems.

6. Do you want to manage tasks, timelines, documents, and reporting — all without leaving Microsoft Teams.

Stop app-hopping. Start project managing smarter!

Avoid juggling multiple applications. With Teams4PM, task management becomes intuitive, allowing team members to assign, track, and update tasks directly in the Microsoft Teams interface. Timelines are effortlessly managed through dynamic Gantt charts and scheduling tools, ensuring that project milestones are visible and achievable. Document management is streamlined with SharePoint integration, providing a centralized location for all project files, which can be accessed and collaborated on in real-time. Reporting is made simple with built-in analytics and customizable dashboards, offering insights and data-driven decisions at your fingertips. Your project management thrives without ever leaving the familiar landscape of Microsoft Teams.