Build a Project Management Solution Using Power Platform Plans

 🗓️  29th October - 4pm UK | 12pm EDT | 9am PDT

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Format

Live Online Workshop

Duration

2 hours

Suitable for

Everyone

Presenter

Paul Stork MVP

Discover how the new AI driven "Plans" feature in Power Platform helps you move from requirements to a working solution — with clarity and speed - using JUST a chat interface to set everything up

Workshop Introduction

Have you ever considered automating, streamlining and improving your Project Management processes using spftware tools you create in Microsoft 365 — but struggled to know where to start?

In this live, 2-hour workshop, Microsoft MVP Paul Stork will show you exactly how to take a real-world requirement and transform it into a structured solution using Power Platform Plans.

You’ll watch Paul go from a simple request to improve his project management process:

“I need to build a project management tool in Microsoft 365. Each project will have a Project Manager and a Client. I also want to track the Status of Tasks in the Project and who is responsible for each Task. An email should be sent weekly to each Project Manager and Client with the overall Status of the Project.”

…into a scalable Dataverse-based solution with supporting flows, automation, and weekly status updates. The best part, he wont start with a blank canvas, he will begin with this exact prompt. 

This isn’t just theory — you’ll see a system being built step by step. 

You'll see what works well, and where the pitfalls are so you can save time when you do YOUR version.

What You'll Learn

By the end of this 2-hour session, you’ll know how to:

  • Break down and structure requirements using Power Platform Plans
  • Generate the tables (in the Dataverse) to store the required information - plus create the relationships and structure that makes sense - directly from Plans using plain English
  • Build supporting flows and automation - again, using just plain English to set the parameters
  • Highlight what works well with Plans — and what to watch out for (or where the AI brain may go wrong)
  • Adapt the Plans-driven approach to other use cases in your organisation

Want to Follow Along? .. Yes you can build alongside Paul if you use a free Power Platform Developer Environment.

⚠️ If you want to deploy the solution into a production environment, you will need a Dataverse license.

Who is this workshop for?

This workshop is perfect for:

  • Makers who want a faster way to structure requirements and build solutions
  • Consultants who need to demonstrate quick wins for clients
  • Power Platform professionals looking to understand how Plans transforms solution design
  • The AI Curious builder looking for quicker ways to complete products using the Power Platform

This training includes:

  • 2 hours of interactive live workshop
  • Access to the Collab365 Academy and 200 hours of virtual summit recordings.
  • Workshop Resources
  • You also get the workshop recordings, for life!

Thoughts From The Collab365 Team...

At Collab365, we believe that learning should be practical, engaging, and impactful. That’s why we follow our B.L.U.E. philosophy (Build It, Learn It, Use It, Enhance It). It’s not just about understanding the theory — it’s about creating something you can use immediately while developing valuable new skills.

In this workshop, you’ll build a Project Management Solution powered by Power Platform Plans. You’ll learn how Plans allow you to structure and manage work across tasks, milestones, and deliverables — and then see how to extend that foundation with Power Apps, Power Automate, and SharePoint.

We’ve found that mastering new concepts by applying them to real solutions accelerates learning like nothing else. The time you spend isn’t wasted on theory alone — it delivers immediate value for both you and your team. That motivation to finish (and to keep enhancing it) is baked in from the very start.

By the end of the workshop, you’ll have more than knowledge — you’ll walk away with a working project management solution built on Power Platform Plans, plus the confidence to expand it further. It’s a practical, hands-on way to unlock the true potential of the Power Platform while creating something your business can depend on right away.

Meet your workshop host:

Paul Stork MVP

Paul has spoken at many of our Collab365 events and is a fantastic speaker and the Owner/Principal Architect at Don't Pa..Panic Consulting.

He has worked in the information technology industry for over 30 years and has been awarded the Microsoft Most Valuable Professional (MVP) award for the last 17 consecutive years. In addition, he's authored several books and frequently contributed to the Microsoft forums.

100% Satisfaction guaranteed

100% Guaranteed

We're thrilled to have you explore our content! Like many of our happy customers, we're sure you'll find great value in what we offer. If, for any reason, you're not completely satisfied with a stand-alone purchase, please reach out within 30 days. We're more than happy to process a refund for you.

As for our Platinum Plan, we invite you to take advantage of our Collab365 Academy with a full-access, 7-day trial. It's a wonderful opportunity to experience all that we have to offer. Please note, due to the nature of this comprehensive trial, we are unable to provide refunds for plan purchases.

We've put 20+ users through various training courses from Collab365, so that says something. I also like, though, the interactive and helpful forum, so you can find help with your specific Power Platform queries.

Richard Oliver // United Kingdom (23rd May 2025)

Training presentations are fantastic. Very simple hands on examples/demonstrations and topics are relevant to those of us in the trenches. The other content is just as helpful in a simple easy way to understand.

Della Douglas // United States (16th June 2025)

It was lightening round of knowledge. The content and delivery was as good as I could have imagined. Thanks so much for a great course.

Andy Bowman // United States (16th June 2025)

Frequently Asked questions:

Can I get an invoice?

As soon as you purchase your pass you will be emailed a receipt. If you'd also like a formal invoice, please send your request to hello@collab365.com.

Can I get refund?

We're thrilled to have you explore our content! Like many of our happy customers, we're sure you'll find great value in what we offer. If, for any reason, you're not completely satisfied with a stand-alone purchase, please reach out within 30 days. We're more than happy to process a refund for you.

As for our Platinum Plan, we invite you to take advantage of our Collab365 Academy with a full-access, 7-day trial. It's a wonderful opportunity to experience all that we have to offer. Please note, due to the nature of this comprehensive trial, we are unable to provide refunds for plan purchases.

Can I buy a team or multi-user pass?

Absolutely, we also offer discounts for multiple purchases. To sign-up for a Teams Pass, please visit our Platinum Plan page.

Can I share the videos and ebooks?

No, only the person who purchases the pass will be able to watch the videos and will receive the ebooks. We ask that you do not share them.

Who do I contact if there's a problem?

Send us an email at hello@collab365.com and we can help. 

Can I cancel my subscription?

Of course. The trial lasts for 7-Days and you can cancel anytime before that. If you choose to continue as a paid platinum member you can also cancel at any time.

How do I get my certifications?

If the training you purchase also includes a certification, then as soon as you complete, we will automatically email you so you can redeem your badge on Credly. Good luck!

What is included in the Platinum Plan?

The Platinum Plan offers a comprehensive suite of resources tailored for Microsoft 365 learners:

  • Complete access to our current library of over 200 hours of detailed Microsoft 365 training and 108 Ebooks.
  • A rich selection of over 30 half-day workshops covering essential Microsoft 365 and Power Platform concepts.
  • Membership in an active community of 10,000 learners for peer support and networking.
  • Continuous updates with all new workshops, challenges, and success paths to keep your skills sharp and current.
  • Lifetime access to all virtual summit session recordings, with insights from top industry experts.
  • As we evolve, so will our content. The Platinum Plan includes all future training that aligns with the core educational content and formats currently offered.

What is not included in the Platinum Plan?

While the Platinum Plan is extensive, there are a few exclusives that fall outside its scope:

  • One-on-one coaching sessions and personalized, coached training programs.*
  • Custom software solutions or tools that are not a part of the standard offerings within the Collab365 Academy.
  • Niche training that falls outside of the Power Platform, SharePoint, or Microsoft Teams ecosystem.
  • External certifications or formal accreditation from third-party institutions or courses related to these certifications.

*Please note that there may be occasional exceptions to the coached training programs. Stay tuned for special announcements or offers that may include these features.

  • Personal

  • Teams

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