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<?xml version="1.0" encoding="UTF-8"?><rss version="2.0" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:wfw="http://wellformedweb.org/CommentAPI/" xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:sy="http://purl.org/rss/1.0/modules/syndication/" xmlns:slash="http://purl.org/rss/1.0/modules/slash/" xmlns:georss="http://www.georss.org/georss" xmlns:geo="http://www.w3.org/2003/01/geo/wgs84_pos#" xmlns:media="http://search.yahoo.com/mrss/" > <channel> <title>Modern Work Management – Project and the Power Platform blog</title> <atom:link href="https://pwmather.wordpress.com/feed/" rel="self" type="application/rss+xml" /> <link>https://pwmather.wordpress.com</link> <description>Microsoft Project, Project Online, Project for the Web and the Power Platform</description> <lastBuildDate>Thu, 18 Sep 2025 18:02:26 +0000</lastBuildDate> <language>en</language> <sy:updatePeriod> hourly </sy:updatePeriod> <sy:updateFrequency> 1 </sy:updateFrequency> <generator>http://wordpress.com/</generator><cloud domain='pwmather.wordpress.com' port='80' path='/?rsscloud=notify' registerProcedure='' protocol='http-post' /><image> <url>https://s0.wp.com/i/buttonw-com.png</url> <title>Modern Work Management – Project and the Power Platform blog</title> <link>https://pwmather.wordpress.com</link> </image> <atom:link rel="search" type="application/opensearchdescription+xml" href="https://pwmather.wordpress.com/osd.xml" title="Modern Work Management - Project and the Power Platform blog" /> <atom:link rel='hub' href='https://pwmather.wordpress.com/?pushpress=hub'/> <item> <title>Using Project Online, considering Planner Premium? Have you seen edison365?</title> <link>https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/</link> <comments>https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/#respond</comments> <dc:creator><![CDATA[pwmather]]></dc:creator> <pubDate>Thu, 18 Sep 2025 18:02:25 +0000</pubDate> <category><![CDATA[Administration]]></category> <category><![CDATA[App]]></category> <category><![CDATA[Configuration]]></category> <category><![CDATA[Functionality]]></category> <category><![CDATA[Information]]></category> <category><![CDATA[Cloud]]></category> <category><![CDATA[edison365]]></category> <category><![CDATA[m365]]></category> <category><![CDATA[Microsoft]]></category> <category><![CDATA[Microsoft 365]]></category> <category><![CDATA[microsoft-365]]></category> <category><![CDATA[MS Project]]></category> <category><![CDATA[Planner]]></category> <category><![CDATA[Planner Premium]]></category> <category><![CDATA[pmo]]></category> <category><![CDATA[PPM]]></category> <category><![CDATA[Project]]></category> <category><![CDATA[Project for the Web]]></category> <category><![CDATA[Project Management]]></category> <category><![CDATA[Project Manager]]></category> <category><![CDATA[Project Online]]></category> <category><![CDATA[project-managers]]></category> <category><![CDATA[saas]]></category> <category><![CDATA[Task Management]]></category> <category><![CDATA[technology]]></category> <category><![CDATA[Work Management]]></category> <guid isPermaLink="false">http://pwmather.wordpress.com/?p=9024</guid> <description><![CDATA[Following on from a post earlier this week where I covered edison365 as being a possible alternative to Microsoft Project Online in Microsoft 365, I thought I do something similar where we compared some of the key features in Planner Premium and show the same in edison365. If you missed the post on Project Online... <a class="more-link" href="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/#more-9024">Continue Reading →</a>]]></description> <content:encoded><![CDATA[<p>Following on from a post earlier this week where I covered <a href="https://www.edison365.com/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">edison365</a> as being a possible alternative to Microsoft Project Online in Microsoft 365, I thought I do something similar where we compared some of the key features in Planner Premium and show the same in edison365. If you missed the post on Project Online compared with edison365, it can be seen here <img src="https://s0.wp.com/wp-content/mu-plugins/wpcom-smileys/twemoji/2/72x72/1f449.png" alt="👉" class="wp-smiley" style="height: 1em; max-height: 1em;" /> <a href="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/" target="_blank" rel="noreferrer noopener">https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/</a> </p> <p>This post will be a different to last post, as Planner Premium and edison365 are not really comparable in terms of enterprise features, where as Project Online and edison365 are similar in terms of offering similar enterprise PPM capabilities. We will focus on out of the box offerings from both Planner Premium and edison365 – features you can use and configure within the applications. Both Planner Premium and edison365 and apps in the Microsoft 365 / Azure platform. This post wont cover the default Model Driven Power App that is shipped in the Power Platform for Planner Premium but I will do another post later on covering what this offers. </p> <p><span style="text-decoration: underline">App entry / Homepage</span><span style="text-decoration: underline"> / Portfolio View</span></p> <p>I’ve included “Portfolio View” in this section as in Planner Premium, the “My Plans” view is the closest view you have to a Project Center type view in you are familiar with Project Online. For Planner Premium, the user can access the app and see the plans they have access to in the My Plans view as seen below. Here the user can click the plan name to load the plan details.</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-39.png"><img width="1024" height="502" data-attachment-id="9030" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-498/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-39.png" data-orig-size="1860,913" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-39.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-39.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-39.png?w=1024" alt="" class="wp-image-9030" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-39.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-39.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-39.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-39.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-39.png 1860w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Switching over to edison365, the homepage can be seen below where there are the following features:</p> <ul class="wp-block-list"><li>Nav menu to allow the user to easily navigate between key areas of the app</li> <li>A news element to publish content to the users</li> <li>Latest Records carousel that shows the user the latest records created (all security trimmed)</li> <li>Recently Viewed carousel that shows the user the records they recently viewed (all security trimmed)</li> <li>Card based interface to show the users key information for the record<ul class="wp-block-list"><li>A record can be a Project, Business Case, Program, Challenge or Idea – not just a Project</li></ul></li></ul> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-40.png"><img width="1024" height="502" data-attachment-id="9033" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-499/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-40.png" data-orig-size="1895,929" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-40.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-40.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-40.png?w=1024" alt="" class="wp-image-9033" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-40.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-40.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-40.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-40.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-40.png 1895w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>The cards can be configured to show additional details when expanded, some examples seen below:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-41.png"><img width="1024" height="495" data-attachment-id="9037" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-500/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-41.png" data-orig-size="1873,906" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-41.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-41.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-41.png?w=1024" alt="" class="wp-image-9037" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-41.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-41.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-41.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-41.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-41.png 1873w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-42.png"><img loading="lazy" width="1024" height="494" data-attachment-id="9039" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-501/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-42.png" data-orig-size="1870,903" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-42.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-42.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-42.png?w=1024" alt="" class="wp-image-9039" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-42.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-42.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-42.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-42.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-42.png 1870w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>The cards also show the record owners avatar along with their Microsoft Teams presence. You can also access the Microsoft 365 person cards too as well as send them messages in Microsoft Teams all from the edison365 app:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-43.png"><img loading="lazy" width="651" height="737" data-attachment-id="9046" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-502/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-43.png" data-orig-size="651,737" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-43.png?w=265" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-43.png?w=651" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-43.png?w=651" alt="" class="wp-image-9046" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-43.png 651w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-43.png?w=132 132w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-43.png?w=265 265w" sizes="(max-width: 651px) 100vw, 651px" /></a></figure> <p>Clicking the Projects link will load the edison365 equivalent to the Planner Premium My Plans view, edison365 defaults to a Card based view:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-45.png"><img loading="lazy" width="1024" height="505" data-attachment-id="9053" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-504/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-45.png" data-orig-size="1856,916" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-45.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-45.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-45.png?w=1024" alt="" class="wp-image-9053" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-45.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-45.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-45.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-45.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-45.png 1856w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>A timeline grid view is also available:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-46.png"><img loading="lazy" width="1024" height="499" data-attachment-id="9054" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-505/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-46.png" data-orig-size="1880,917" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-46.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-46.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-46.png?w=1024" alt="" class="wp-image-9054" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-46.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-46.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-46.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-46.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-46.png 1880w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Click a card or row on the timeline view will load the project record details.</p> <p><span style="text-decoration: underline">Plan / Record Details</span></p> <p>In Planner, clicking the plan name loads the plan details, there is no check in / check out or manual Save which is great (if you are a Project Online user): </p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-44.png"><img loading="lazy" width="1024" height="498" data-attachment-id="9049" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-503/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-44.png" data-orig-size="1901,925" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-44.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-44.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-44.png?w=1024" alt="" class="wp-image-9049" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-44.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-44.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-44.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-44.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-44.png 1901w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>The focus / only data you have is the task schedule level, there is no project / plan level metadata available. There are some nice simple features / views, but only really focused at the individual project / plan level – not at the enterprise PPM level. Along the top of the page you have tabs to access the different data: Goals, Grid, Board, Timeline, Reports, Charts, Whiteboard, People, Assignments. </p> <ul class="wp-block-list"><li>The Goals feature allows you to set local goals for the plan and connect them to tasks. Unfortunately these goals aren’t strategic organizational levels goals – they are local to the plan. </li> <li>The Grid view allows you to manage the tasks for this plan. <ul class="wp-block-list"><li>You can add up to 10 custom fields to the plan that can be used for all Tasks in the plan. <ul class="wp-block-list"><li><img src="https://s0.wp.com/wp-content/mu-plugins/wpcom-smileys/twemoji/2/72x72/26a0.png" alt="⚠" class="wp-smiley" style="height: 1em; max-height: 1em;" />Worth noting, these are local custom fields and not available for reporting.</li></ul></li> <li>There are no custom views, just the one view</li> <li>Here you can baseline the plan, <ul class="wp-block-list"><li><img src="https://s0.wp.com/wp-content/mu-plugins/wpcom-smileys/twemoji/2/72x72/26a0.png" alt="⚠" class="wp-smiley" style="height: 1em; max-height: 1em;" />There is only 1 baseline available </li></ul></li> <li>The Project Manager Agent can be assigned to tasks, this is useful for tasks such as “Document XYZ”</li> <li>Resources are users from Entra ID only, if you want to add other resource types, you have to go into the Power Platform to set these up<ul class="wp-block-list"><li><img src="https://s0.wp.com/wp-content/mu-plugins/wpcom-smileys/twemoji/2/72x72/26a0.png" alt="⚠" class="wp-smiley" style="height: 1em; max-height: 1em;" />Only users, Contact, Account or Equipment type resources can be assigned to task – no generic resources etc. </li></ul></li></ul></li> <li>The Board feature shows all of the tasks on a board. There are different views for the board feature such as Buckets, Labels, Progress, Assigned To, Finish Date, Goals and a simple Sprint / Kanban type board view.</li> <li>The Timeline feature view shows the task schedule in a Gantt view, move task bars on the Gantt and create Finish to Start dependencies between tasks and a critical path option<ul class="wp-block-list"><li>Other dependency types have to be created on the Grid view or on the Task information modals / panes.</li></ul></li> <li>The Reports feature allows the Project Manager AI agent to create a summary of the plan status</li> <li>The Charts feature shows a few visualizations for task counts by status</li> <li>The Whiteboard feature enables you the have a whiteboard area for the plan</li> <li>The People view shows the tasks by Assigned To</li> <li>Assignments show the plan task assignments in a time phased view</li></ul> <p>There are some screenshots below:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-47.png"><img loading="lazy" width="1024" height="439" data-attachment-id="9061" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-506/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-47.png" data-orig-size="1519,652" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-47.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-47.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-47.png?w=1024" alt="" class="wp-image-9061" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-47.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-47.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-47.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-47.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-47.png 1519w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-48.png"><img loading="lazy" width="1024" height="548" data-attachment-id="9063" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-507/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-48.png" data-orig-size="1579,846" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-48.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-48.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-48.png?w=1024" alt="" class="wp-image-9063" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-48.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-48.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-48.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-48.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-48.png 1579w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-49.png"><img loading="lazy" width="1024" height="754" data-attachment-id="9065" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-508/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-49.png" data-orig-size="1054,777" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-49.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-49.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-49.png?w=1024" alt="" class="wp-image-9065" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-49.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-49.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-49.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-49.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-49.png 1054w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-50.png"><img loading="lazy" width="1024" height="339" data-attachment-id="9067" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-509/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-50.png" data-orig-size="1576,523" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-50.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-50.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-50.png?w=1024" alt="" class="wp-image-9067" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-50.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-50.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-50.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-50.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-50.png 1576w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Now switching to edison365 we can see the project record details. It is difficult to show the features / look and feel of what you can configure in edison365 as the forms and business process workflows can all be configured to suit your requirements. All the fields / tables etc. are at the enterprise level, so records, tasks, risks etc. all have consistent data to align to the PPM requirements. I’ll show a couple of example project records from a demo system that are created from different templates and have different forms etc. Like Planner, there is no check in / check out or manual save, all changes are saved automatically in edison365.</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-51.png"><img loading="lazy" width="1024" height="473" data-attachment-id="9070" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-510/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-51.png" data-orig-size="1905,881" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-51.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-51.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-51.png?w=1024" alt="" class="wp-image-9070" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-51.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-51.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-51.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-51.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-51.png 1905w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-52.png"><img loading="lazy" width="1024" height="492" data-attachment-id="9072" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-511/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-52.png" data-orig-size="1910,919" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-52.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-52.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-52.png?w=1024" alt="" class="wp-image-9072" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-52.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-52.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-52.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-52.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-52.png 1910w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-53.png"><img loading="lazy" width="1024" height="428" data-attachment-id="9074" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-512/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-53.png" data-orig-size="1895,793" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-53.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-53.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-53.png?w=1024" alt="" class="wp-image-9074" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-53.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-53.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-53.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-53.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-53.png 1895w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-54.png"><img loading="lazy" width="1024" height="487" data-attachment-id="9076" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-513/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-54.png" data-orig-size="1910,910" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-54.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-54.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-54.png?w=1024" alt="" class="wp-image-9076" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-54.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-54.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-54.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-54.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-54.png 1910w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>All tables can have different views created showing different columns or view types:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-55.png"><img loading="lazy" width="1024" height="406" data-attachment-id="9078" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-514/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-55.png" data-orig-size="1873,744" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-55.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-55.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-55.png?w=1024" alt="" class="wp-image-9078" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-55.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-55.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-55.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-55.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-55.png 1873w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>A Board view example on the Risks table:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-56.png"><img loading="lazy" width="1024" height="491" data-attachment-id="9079" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-515/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-56.png" data-orig-size="1885,904" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-56.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-56.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-56.png?w=1024" alt="" class="wp-image-9079" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-56.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-56.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-56.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-56.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-56.png 1885w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>The business process workflow for this project record – with branching based some project field values:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-62.png"><img loading="lazy" width="1024" height="541" data-attachment-id="9090" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-521/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-62.png" data-orig-size="1738,919" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-62.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-62.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-62.png?w=1024" alt="" class="wp-image-9090" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-62.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-62.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-62.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-62.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-62.png 1738w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Here is a different project record created from a different template to show the different form and business process workflow configured:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-57.png"><img loading="lazy" width="1024" height="489" data-attachment-id="9081" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-516/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-57.png" data-orig-size="1909,913" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-57.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-57.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-57.png?w=1024" alt="" class="wp-image-9081" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-57.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-57.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-57.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-57.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-57.png 1909w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-58.png"><img loading="lazy" width="1024" height="493" data-attachment-id="9083" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-517/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-58.png" data-orig-size="1889,911" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-58.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-58.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-58.png?w=1024" alt="" class="wp-image-9083" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-58.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-58.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-58.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-58.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-58.png 1889w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-59.png"><img loading="lazy" width="1024" height="483" data-attachment-id="9085" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-518/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-59.png" data-orig-size="1897,895" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-59.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-59.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-59.png?w=1024" alt="" class="wp-image-9085" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-59.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-59.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-59.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-59.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-59.png 1897w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-60.png"><img loading="lazy" width="1024" height="430" data-attachment-id="9086" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-519/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-60.png" data-orig-size="1909,803" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-60.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-60.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-60.png?w=1024" alt="" class="wp-image-9086" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-60.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-60.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-60.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-60.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-60.png 1909w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>A simple business process workflow for this project record:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-61.png"><img loading="lazy" width="1024" height="573" data-attachment-id="9088" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-520/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-61.png" data-orig-size="1633,914" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-61.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-61.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-61.png?w=1024" alt="" class="wp-image-9088" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-61.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-61.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-61.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-61.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-61.png 1633w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>That’s the high level look and feel covered that hopefully gives you some insight into how flexible edison365 can be to suit your requirements. edison365 is not just limited to Task data, you can use edison365 for Innovation, Business Case Management, Project and Program management. You can configure the app to track Tasks, Risks, Issues, Benefits, Costs etc. and configure the columns in all of these tables. All of this configuration is done in the app using the intuitive admin options. Next we will touch on some of the features available to project records.</p> <p>Records can be associated to each other, for example, this project record we are looking at was created from an Approved Idea, so we maintain that link. The project record is also part of a Program, so we show that link too:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-63.png"><img loading="lazy" width="1024" height="334" data-attachment-id="9092" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-522/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-63.png" data-orig-size="1907,623" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-63.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-63.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-63.png?w=1024" alt="" class="wp-image-9092" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-63.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-63.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-63.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-63.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-63.png 1907w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>When creating a new record from an existing record such as creating a business case record or project record from an idea, or creating a project from a business case, you can map over and copy the data from the source record to save re-entering data.</p> <p>Accessing the parent Program record we can view all of the associated records, either in the card view or the timeline view:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-64.png"><img loading="lazy" width="1024" height="437" data-attachment-id="9094" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-523/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-64.png" data-orig-size="1880,804" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-64.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-64.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-64.png?w=1024" alt="" class="wp-image-9094" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-64.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-64.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-64.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-64.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-64.png 1880w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>You can take full snapshots or versions of the entire record that includes the record level data and table level data. Versions can be taken manually, automatically at stage change or on a schedule using the API. Versions can be viewed in the app:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-65.png"><img loading="lazy" width="1024" height="395" data-attachment-id="9096" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-524/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-65.png" data-orig-size="1897,732" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-65.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-65.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-65.png?w=1024" alt="" class="wp-image-9096" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-65.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-65.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-65.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-65.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-65.png 1897w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>The other area I will touch on is the task schedule table component, I will probably do another post later on comparing the Planner Premium task management and the edison365 task management features. For now I will just cover some key differences and list some of the features available in edison365 for task scheduling:</p> <ul class="wp-block-list"><li>Enterprise level task custom fields</li> <li>Configurable views</li> <li>Project, Resource and Task level calendars</li> <li>Different task schedule modes available for tasks (Fixed Duration, Fixed Effort, Fixed Units)<ul class="wp-block-list"><li>each task can use different modes</li></ul></li> <li>Fully interactive Gantt view including all dependency types</li> <li>Critical path calculation</li> <li>10 task level baselines</li> <li>Timeline views</li> <li>Progress Line</li> <li>Resources from the central resource pool with support for users from Entra ID, named resources and Generic resources</li> <li>Importing Microsoft Project MPP files</li> <li>edi (edison365 AI feature) to create full project plans or work packages in a plan</li> <li>Custom time ranges to show things like company shut downs etc. </li></ul> <p><span style="text-decoration: underline">My Tasks / Personal Area</span></p> <p>The My Tasks area in Planner shows you your tasks:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-66.png"><img loading="lazy" width="1024" height="248" data-attachment-id="9101" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-525/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-66.png" data-orig-size="1498,363" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-66.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-66.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-66.png?w=1024" alt="" class="wp-image-9101" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-66.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-66.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-66.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-66.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-66.png 1498w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Here you can edit / update tasks as needed.</p> <p>Switching to edison365, there is a Personal page that shows the user everything relevant to them. The dashboard view shows the user’s Overdue Items and This Week’s Items – these aren’t just task assignments, this includes Tasks and other table type items such as Issues, Risks and Actions that the user owns where a Due Date is set and also Workflow stage reviews the user needs to complete. The user can also see records that they have tagged as a favorite:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-67.png"><img loading="lazy" width="1024" height="479" data-attachment-id="9102" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-526/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-67.png" data-orig-size="1863,872" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-67.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-67.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-67.png?w=1024" alt="" class="wp-image-9102" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-67.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-67.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-67.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-67.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-67.png 1863w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Tasks view shows the user all of the tasks they are assigned to:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-68.png"><img loading="lazy" width="1024" height="373" data-attachment-id="9104" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-527/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-68.png" data-orig-size="1908,696" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-68.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-68.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-68.png?w=1024" alt="" class="wp-image-9104" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-68.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-68.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-68.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-68.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-68.png 1908w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>The user (team member) can make changes to the tasks and submit these for approval or they can be auto approved if the project owner has set that. The task fields the team members can edit are controlled in the configuration and up to the organization to decide:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-73.png"><img loading="lazy" width="1024" height="754" data-attachment-id="9113" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-532/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-73.png" data-orig-size="1194,880" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-73.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-73.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-73.png?w=1024" alt="" class="wp-image-9113" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-73.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-73.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-73.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-73.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-73.png 1194w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Cards view shows all records (Challenges, Ideas, Business Cases, Project or Programs) the user owns:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-69.png"><img loading="lazy" width="1024" height="407" data-attachment-id="9105" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-528/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-69.png" data-orig-size="1883,749" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-69.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-69.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-69.png?w=1024" alt="" class="wp-image-9105" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-69.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-69.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-69.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-69.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-69.png 1883w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>The Reviews page shows all of the stage reviews the user needs to complete:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-70.png"><img loading="lazy" width="1024" height="460" data-attachment-id="9107" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-529/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-70.png" data-orig-size="1885,848" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-70.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-70.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-70.png?w=1024" alt="" class="wp-image-9107" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-70.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-70.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-70.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-70.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-70.png 1885w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>The Items page shows all of the other tables items where the user (team member) is the owner. This could be Risks, Issues, Benefits, Actions etc.:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-71.png"><img loading="lazy" width="1024" height="473" data-attachment-id="9109" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-530/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-71.png" data-orig-size="1887,873" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-71.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-71.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-71.png?w=1024" alt="" class="wp-image-9109" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-71.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-71.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-71.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-71.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-71.png 1887w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>The team member / end user can make changes to the table items and submit these for approval or they can be auto approved if the project owner has set that. The fields the team members can edit are controlled in the configuration and up to the organization to decide:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-72.png"><img loading="lazy" width="1024" height="740" data-attachment-id="9111" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-531/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-72.png" data-orig-size="1231,890" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-72.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-72.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-72.png?w=1024" alt="" class="wp-image-9111" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-72.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-72.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-72.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-72.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-72.png 1231w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p><span style="text-decoration: underline">Resource Management</span></p> <p>This is not available in the Planner App, there is a table / view / app in the Power Platform for resources but that is another area so it’s not covered in this post. In edison365 resources are managed here (these are just from our sales demo instance so not real cost rates etc.):</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-74.png"><img loading="lazy" width="1024" height="491" data-attachment-id="9117" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-533/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-74.png" data-orig-size="1882,903" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-74.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-74.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-74.png?w=1024" alt="" class="wp-image-9117" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-74.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-74.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-74.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-74.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-74.png 1882w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Resources can be created or edited using the form below – this is for a new resource:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-75.png"><img loading="lazy" width="1024" height="384" data-attachment-id="9119" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-534/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-75.png" data-orig-size="1895,712" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-75.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-75.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-75.png?w=1024" alt="" class="wp-image-9119" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-75.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-75.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-75.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-75.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-75.png 1895w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>There are built in resource reports too:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-77.png"><img loading="lazy" width="1024" height="486" data-attachment-id="9123" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-536/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-77.png" data-orig-size="1891,898" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-77.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-77.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-77.png?w=1024" alt="" class="wp-image-9123" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-77.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-77.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-77.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-77.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-77.png 1891w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-78.png"><img loading="lazy" width="1024" height="497" data-attachment-id="9124" data-permalink="https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/image-537/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-78.png" data-orig-size="1895,920" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-78.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-78.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-78.png?w=1024" alt="" class="wp-image-9124" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-78.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-78.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-78.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-78.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-78.png 1895w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p><span style="text-decoration: underline">Product Roadmaps</span></p> <p>The roadmap for new features coming to Planner Premium can be seen here, currently only 3 items in development / planned: <a href="https://www.microsoft.com/en-us/microsoft-365/roadmap?filters=%5B%22Planner%22%2C%22In+development%22%5D" target="_blank" rel="noreferrer noopener">Planner Roadmap</a></p> <p>The roadmap for new features coming to edison365 can be seen here: <a href="https://support.edison365.com/product-roadmap" target="_blank" rel="noreferrer noopener">edison365 Roadmap</a> </p> <p>That’s all of the key areas I wanted to cover in this post on edison365 vs Planner Premium, hopefully that helps you when considering your next PPM platform. If you want to know more, please do reach out to me directly. Having worked with Project Online / Project for the Web for many years and more recently Planner Premium (rebranded from Project for the web), helping lots of organizations directly through consulting services or via my blog, I’m here to help or advise you on your next steps if needed.</p> <p>I shared these on the previous post but here are some links that might be useful:</p> <ul class="wp-block-list"><li><a href="https://edison365.com/webinars/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">Upcoming webinars</a> – grab a coffee <img src="https://s0.wp.com/wp-content/mu-plugins/wpcom-smileys/twemoji/2/72x72/2615.png" alt="☕" class="wp-smiley" style="height: 1em; max-height: 1em;" />, sit back and see what edison365 can offer your business</li> <li><a href="https://edison365.com/use-case-overview/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">Use Cases</a> – view some of the key use cases edison365 supports <img src="https://s0.wp.com/wp-content/mu-plugins/wpcom-smileys/twemoji/2/72x72/1f4a1.png" alt="💡" class="wp-smiley" style="height: 1em; max-height: 1em;" /></li></ul> <p>If you’re a Microsoft partner or a PPM consulting organization and reading this, why not add another tool in your toolbox and become a partner: <a href="https://edison365.com/partner-program/solution-partner/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">Solution Partner</a> <img src="https://s0.wp.com/wp-content/mu-plugins/wpcom-smileys/twemoji/2/72x72/1f680.png" alt="🚀" class="wp-smiley" style="height: 1em; max-height: 1em;" /></p> <p></p>]]></content:encoded> <wfw:commentRss>https://pwmather.wordpress.com/2025/09/18/using-project-online-considering-planner-premium-have-you-seen-edison365/feed/</wfw:commentRss> <slash:comments>0</slash:comments> <media:thumbnail url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/e365-post.jpeg" /> <media:content 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url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-59.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-60.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-61.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-63.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-64.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-65.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-66.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-67.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-68.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-73.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-69.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-70.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-71.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-72.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-74.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-75.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-77.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-78.png?w=1024" medium="image" /> </item> <item> <title>Using Project Online, what next?</title> <link>https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/</link> <comments>https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/#comments</comments> <dc:creator><![CDATA[pwmather]]></dc:creator> <pubDate>Mon, 15 Sep 2025 15:05:33 +0000</pubDate> <category><![CDATA[Administration]]></category> <category><![CDATA[App]]></category> <category><![CDATA[Information]]></category> <category><![CDATA[Cloud]]></category> <category><![CDATA[edison365]]></category> <category><![CDATA[m365]]></category> <category><![CDATA[Microsoft]]></category> <category><![CDATA[Microsoft 365]]></category> <category><![CDATA[Microsoft Project]]></category> <category><![CDATA[microsoft-365]]></category> <category><![CDATA[MS Project]]></category> <category><![CDATA[pmo]]></category> <category><![CDATA[PPM]]></category> <category><![CDATA[Project]]></category> <category><![CDATA[Project Online]]></category> <category><![CDATA[Project Server]]></category> <category><![CDATA[Project Server Subscription]]></category> <category><![CDATA[saas]]></category> <category><![CDATA[Task Management]]></category> <category><![CDATA[Work Management]]></category> <guid isPermaLink="false">http://pwmather.wordpress.com/?p=8930</guid> <description><![CDATA[If you’re in the Microsoft Project / PPM space, either as a customer or partner, you will be aware of the recent news regarding the retirement of Project Online in September 2026. If you haven’t caught up with the news yet, here are a couple of previous post I’ve published: I’ve heard and seen a... <a class="more-link" href="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/#more-8930">Continue Reading →</a>]]></description> <content:encoded><![CDATA[<p>If you’re in the Microsoft Project / PPM space, either as a customer or partner, you will be aware of the recent news regarding the retirement of Project Online in September 2026. If you haven’t caught up with the news yet, here are a couple of previous post I’ve published:</p> <ul class="wp-block-list"><li><a href="https://pwmather.wordpress.com/2025/09/08/%f0%9f%9a%a8project-online-retirement-date%f0%9f%9a%a8/" target="_blank" rel="noreferrer noopener"><img src="https://s0.wp.com/wp-content/mu-plugins/wpcom-smileys/twemoji/2/72x72/1f6a8.png" alt="🚨" class="wp-smiley" style="height: 1em; max-height: 1em;" />Project Online – Retirement Date<img src="https://s0.wp.com/wp-content/mu-plugins/wpcom-smileys/twemoji/2/72x72/1f6a8.png" alt="🚨" class="wp-smiley" style="height: 1em; max-height: 1em;" /></a></li> <li><a href="https://pwmather.wordpress.com/2025/09/11/project-online-project-server-subscription-edition/" target="_blank" rel="noreferrer noopener">Project Online –> Project Server Subscription Edition</a></li></ul> <p>I’ve heard and seen a lot of negative comments regarding the retirement and the offerings Microsoft have in that space. For simple task / work management, Planner Premium could be a good option but if you are looking for something fit for the enterprise PPM scenario, you might need to look at an alternative solution (depending on your requirements). Microsoft’s answer to this is going back to Project Server on-premises with the Project Server Subscription Edition – but that wont be the correct solution for all customers. If you are considering this, do checkout my post above on “Project Online –> Project Server Subscription Edition”. </p> <p>In this blog post, I want to introduce you to an alternative solution that is available in the Microsoft cloud, <a href="https://www.edison365.com/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">edison365</a>. If you follow my blog post, you will probably already be aware of the Project Management tool that I now work on with the team here at edison365. The new edison365 application was born partly due to the direction Microsoft were going with the PPM toolset but also a gap in the market for a full business transformation application. I covered some of this off in my Most Valuable Professional (MVP) blog post: <a href="https://pwmather.wordpress.com/2025/08/07/celebrating-13-years-as-an-mvp-and-a-new-chapter-with-power-automate/" target="_blank" rel="noreferrer noopener">https://pwmather.wordpress.com/2025/08/07/celebrating-13-years-as-an-mvp-and-a-new-chapter-with-power-automate/</a> </p> <p>I wont go into detail for all the capabilities of edison365 in this post, if you do want to know more, feel free to reach out to me directly or one of the <a href="https://edison365.com/book-a-free-demo/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">edison365 team</a>. I will just compare some of the main areas of Microsoft’s Project Online in Microsoft 365 and show you the equivalent from edison365. </p> <p><span style="text-decoration: underline">App entry point / Homepage</span></p> <p>The Project Online Project Web App (PWA) homepage can be seen below:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-2.png"><img loading="lazy" width="1024" height="481" data-attachment-id="8937" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-461/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-2.png" data-orig-size="1128,530" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-2.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-2.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-2.png?w=1024" alt="" class="wp-image-8937" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-2.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-2.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-2.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-2.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-2.png 1128w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>As you can see, there are some quick links to the key areas in Project Online and some tiles – both of these take you to the functions in app. Now let’s see the edison365 homepage for comparison (I use the dark mode theme but we do ship a light mode too):</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-4.png"><img loading="lazy" width="1024" height="502" data-attachment-id="8942" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-463/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-4.png" data-orig-size="1885,925" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-4.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-4.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-4.png?w=1024" alt="" class="wp-image-8942" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-4.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-4.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-4.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-4.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-4.png 1885w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Here we have quick links to key areas on the edison365 app (including other capability records such as challenges, ideas, business cases and programs – not just limited to projects!). There is also an area to publish news content to your users as well as showing users the latest records and records they recently viewed – all security trimmed of course. edison365 uses a card based system for records for several reasons but mainly to show key information to the users with the card expand option (seen below) but also make the application visually engaging. The details on the expanded card are fully configurable:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-5.png"><img loading="lazy" width="1024" height="486" data-attachment-id="8943" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-464/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-5.png" data-orig-size="1488,707" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-5.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-5.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-5.png?w=1024" alt="" class="wp-image-8943" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-5.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-5.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-5.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-5.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-5.png 1488w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-6.png"><img loading="lazy" width="1024" height="470" data-attachment-id="8944" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-465/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-6.png" data-orig-size="1318,605" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-6.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-6.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-6.png?w=1024" alt="" class="wp-image-8944" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-6.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-6.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-6.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-6.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-6.png 1318w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>This enables the users to see key record information without the need to open the record, but of course if they wanted to see the full record details, they can just click the card and this will load the details. </p> <p>The record owners are displayed on the cards too, showing the Microsoft Teams presence as well as the Microsoft Person card allowing the user to easily interact with the record owner via Microsoft Teams:</p> <figure class="wp-block-image size-large is-resized"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-7.png"><img loading="lazy" width="796" height="629" data-attachment-id="8946" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-466/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-7.png" data-orig-size="796,629" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-7.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-7.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-7.png?w=796" alt="" class="wp-image-8946" style="width:796px;height:auto" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-7.png 796w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-7.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-7.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-7.png?w=768 768w" sizes="(max-width: 796px) 100vw, 796px" /></a></figure> <p>The Microsoft Teams presence and the Person card is present throughout the interface – where ever you see a persons avatar!</p> <p><span style="text-decoration: underline">Project Center</span></p> <p>The Project Online Project Center shows the list of projects in the PWA app that the user has access too:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-8.png"><img loading="lazy" width="1024" height="366" data-attachment-id="8951" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-467/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-8.png" data-orig-size="1652,592" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-8.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-8.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-8.png?w=1024" alt="" class="wp-image-8951" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-8.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-8.png?w=1021 1021w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-8.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-8.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-8.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-8.png 1652w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Here the user can see key Project level details or click the Project Name to drill into the Project Details. Below is the edison365 equivalent – firstly the visual card view – users can expand the cards to see details or click the card to drill into the record details: </p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-9.png"><img loading="lazy" width="1024" height="490" data-attachment-id="8953" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-468/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-9.png" data-orig-size="1869,896" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-9.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-9.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-9.png?w=1024" alt="" class="wp-image-8953" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-9.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-9.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-9.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-9.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-9.png 1869w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Also the timeline view – users can click the record name to drill into the details:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-10.png"><img loading="lazy" width="1024" height="481" data-attachment-id="8955" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-469/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-10.png" data-orig-size="1888,887" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-10.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-10.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-10.png?w=1024" alt="" class="wp-image-8955" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-10.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-10.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-10.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-10.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-10.png 1888w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p><span style="text-decoration: underline">Project Details</span></p> <p>In Project Online, Project Details consists of Project Detail Pages (PDPs) – these are pages showing project information including the project schedule. If the user has access, they can also edit details here after checking out the project:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-11.png"><img loading="lazy" width="1024" height="691" data-attachment-id="8958" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-470/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-11.png" data-orig-size="1360,919" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-11.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-11.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-11.png?w=1024" alt="" class="wp-image-8958" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-11.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-11.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-11.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-11.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-11.png 1360w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Schedule:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-12.png"><img loading="lazy" width="1024" height="472" data-attachment-id="8960" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-471/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-12.png" data-orig-size="1899,876" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-12.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-12.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-12.png?w=1024" alt="" class="wp-image-8960" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-12.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-12.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-12.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-12.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-12.png 1899w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Workflow (image taken from Microsoft Learn):</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-19.png"><img loading="lazy" width="735" height="557" data-attachment-id="8973" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-478/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-19.png" data-orig-size="735,557" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-19.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-19.png?w=735" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-19.png?w=735" alt="" class="wp-image-8973" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-19.png 735w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-19.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-19.png?w=300 300w" sizes="(max-width: 735px) 100vw, 735px" /></a></figure> <p>Now in edison365, let’s take a look at the equivalent to PDPs from Project Online. It’s difficult to show the options in edison365 due to how easily the app can be configured for your requirements but I’ll show a couple of example sales demo project records:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-13.png"><img loading="lazy" width="1024" height="496" data-attachment-id="8962" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-472/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-13.png" data-orig-size="1885,914" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-13.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-13.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-13.png?w=1024" alt="" class="wp-image-8962" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-13.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-13.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-13.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-13.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-13.png 1885w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-14.png"><img loading="lazy" width="1024" height="496" data-attachment-id="8964" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-473/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-14.png" data-orig-size="1888,915" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-14.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-14.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-14.png?w=1024" alt="" class="wp-image-8964" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-14.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-14.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-14.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-14.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-14.png 1888w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-15.png"><img loading="lazy" width="1024" height="461" data-attachment-id="8966" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-474/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-15.png" data-orig-size="1907,859" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-15.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-15.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-15.png?w=1024" alt="" class="wp-image-8966" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-15.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-15.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-15.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-15.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-15.png 1907w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Worth noting, the schedule table here in edison365 has all the core features you would expect from an enterprise PPM tool. </p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-16.png"><img loading="lazy" width="1024" height="494" data-attachment-id="8968" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-475/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-16.png" data-orig-size="1883,910" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-16.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-16.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-16.png?w=1024" alt="" class="wp-image-8968" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-16.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-16.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-16.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-16.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-16.png 1883w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Users with edit access to the record can edit (no check in / check out required) and the edits are auto saved. </p> <p>Easily view and create versions or snapshots of full project records:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-17.png"><img loading="lazy" width="1024" height="401" data-attachment-id="8969" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-476/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-17.png" data-orig-size="1904,747" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-17.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-17.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-17.png?w=1024" alt="" class="wp-image-8969" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-17.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-17.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-17.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-17.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-17.png 1904w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>View the project record stage and progress to the next stage:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-18.png"><img loading="lazy" width="1024" height="538" data-attachment-id="8971" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-477/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-18.png" data-orig-size="1720,905" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-18.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-18.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-18.png?w=1024" alt="" class="wp-image-8971" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-18.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-18.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-18.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-18.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-18.png 1720w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>As the record moves to different stages you can have fields and tables hidden or made mandatory. You can also configure the app to automatically add tasks or other table item rows and set project record field values if required. </p> <p>Another project record example to show different pages, fields, tables and layouts:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-21.png"><img loading="lazy" width="1024" height="496" data-attachment-id="8978" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-480/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-21.png" data-orig-size="1888,915" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-21.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-21.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-21.png?w=1024" alt="" class="wp-image-8978" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-21.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-21.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-21.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-21.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-21.png 1888w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-22.png"><img loading="lazy" width="1024" height="486" data-attachment-id="8980" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-481/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-22.png" data-orig-size="1894,900" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-22.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-22.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-22.png?w=1024" alt="" class="wp-image-8980" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-22.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-22.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-22.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-22.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-22.png 1894w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p><span style="text-decoration: underline">Tasks / Item Ownership</span></p> <p>In Project Online, Team Members can use the Tasks page to view the tasks they have assigned and then submit updates / progress using the grid:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-20.png"><img loading="lazy" width="1024" height="387" data-attachment-id="8976" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-479/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-20.png" data-orig-size="1499,567" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-20.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-20.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-20.png?w=1024" alt="" class="wp-image-8976" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-20.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-20.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-20.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-20.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-20.png 1499w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>In edison365, this is available in the Personal page experience. The Dashboard view shows the user’s Overdue Items and This Week’s Items – these aren’t just task assignments, this includes Tasks, other table type items such as Issues, Risks and Actions that the user owns where a Due Date is set and also Workflow stage reviews the user needs to complete:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-23.png"><img loading="lazy" width="1024" height="497" data-attachment-id="8983" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-482/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-23.png" data-orig-size="1887,916" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-23.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-23.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-23.png?w=1024" alt="" class="wp-image-8983" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-23.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-23.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-23.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-23.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-23.png 1887w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>The user can quickly access that Task, Table Item or Stage Review from those two grids. They can also see all records that they have marked as a favorite. Moving to the Tasks tab the user can see all of the tasks they are assigned too:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-24.png"><img loading="lazy" width="1024" height="421" data-attachment-id="8985" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-483/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-24.png" data-orig-size="1906,784" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-24.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-24.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-24.png?w=1024" alt="" class="wp-image-8985" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-24.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-24.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-24.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-24.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-24.png 1906w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Clicking the task name to edit the task fields that they are allowed to edit (all controlled via the configuration set by the Admin):</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-25.png"><img loading="lazy" width="1024" height="831" data-attachment-id="8987" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-484/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-25.png" data-orig-size="1112,903" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-25.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-25.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-25.png?w=1024" alt="" class="wp-image-8987" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-25.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-25.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-25.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-25.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-25.png 1112w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>The Cards tab shows all record the current user owns, the Review tabs shows the user all workflow stage reviews they need to complete:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-26.png"><img loading="lazy" width="1024" height="433" data-attachment-id="8989" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-485/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-26.png" data-orig-size="1876,794" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-26.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-26.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-26.png?w=1024" alt="" class="wp-image-8989" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-26.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-26.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-26.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-26.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-26.png 1876w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>The Items tab shows the user all the other items from tables where they are set as the owner:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-27.png"><img loading="lazy" width="1024" height="485" data-attachment-id="8991" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-486/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-27.png" data-orig-size="1863,883" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-27.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-27.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-27.png?w=1024" alt="" class="wp-image-8991" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-27.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-27.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-27.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-27.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-27.png 1863w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Clicking an item name to edit the item fields that they are allowed to edit (all controlled via the configuration set by the Admin):</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-28.png"><img loading="lazy" width="1024" height="774" data-attachment-id="8992" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-487/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-28.png" data-orig-size="1180,892" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-28.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-28.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-28.png?w=1024" alt="" class="wp-image-8992" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-28.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-28.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-28.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-28.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-28.png 1180w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p><span style="text-decoration: underline">Create a New Project</span></p> <p>In Project Online, to create a new project from PWA, you use this feature:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-29.png"><img loading="lazy" width="521" height="436" data-attachment-id="8995" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-488/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-29.png" data-orig-size="521,436" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-29.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-29.png?w=521" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-29.png?w=521" alt="" class="wp-image-8995" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-29.png 521w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-29.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-29.png?w=300 300w" sizes="(max-width: 521px) 100vw, 521px" /></a></figure> <p>In edison365 you use the Create wizard, firstly selecting the type of record you want to create (all access controlled):</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-30.png"><img loading="lazy" width="1024" height="399" data-attachment-id="8997" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-489/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-30.png" data-orig-size="1406,549" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-30.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-30.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-30.png?w=1024" alt="" class="wp-image-8997" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-30.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-30.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-30.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-30.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-30.png 1406w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-31.png"><img loading="lazy" width="1024" height="332" data-attachment-id="8998" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-490/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-31.png" data-orig-size="1258,409" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-31.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-31.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-31.png?w=1024" alt="" class="wp-image-8998" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-31.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-31.png?w=1021 1021w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-31.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-31.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-31.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-31.png 1258w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-32.png"><img loading="lazy" width="1024" height="397" data-attachment-id="9000" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-491/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-32.png" data-orig-size="1089,423" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-32.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-32.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-32.png?w=1024" alt="" class="wp-image-9000" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-32.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-32.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-32.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-32.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-32.png 1089w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Then select from a list of templates the user has access to:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-33.png"><img loading="lazy" width="1024" height="537" data-attachment-id="9001" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-492/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-33.png" data-orig-size="1377,723" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-33.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-33.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-33.png?w=1024" alt="" class="wp-image-9001" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-33.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-33.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-33.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-33.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-33.png 1377w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Finally assign the project record owners (not limited to one owner):</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-34.png"><img loading="lazy" width="1024" height="369" data-attachment-id="9003" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-493/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-34.png" data-orig-size="1208,436" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-34.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-34.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-34.png?w=1024" alt="" class="wp-image-9003" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-34.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-34.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-34.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-34.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-34.png 1208w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Clicking create will create that new record using the form and the business process workflow configured. The admin can configure the business process workflow to include items like pre-populating tasks, risks, issues, actions etc. if needed. </p> <p><span style="text-decoration: underline">Resource Management</span></p> <p>In Project Online you have some views to see resource demand / availability:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-38.png"><img loading="lazy" width="1024" height="510" data-attachment-id="9013" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-497/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-38.png" data-orig-size="1716,855" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-38.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-38.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-38.png?w=1024" alt="" class="wp-image-9013" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-38.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-38.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-38.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-38.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-38.png 1716w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>In edison365 there are similar reports / views:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-36.png"><img loading="lazy" width="1024" height="493" data-attachment-id="9010" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-495/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-36.png" data-orig-size="1893,913" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-36.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-36.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-36.png?w=1024" alt="" class="wp-image-9010" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-36.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-36.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-36.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-36.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-36.png 1893w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-37.png"><img loading="lazy" width="1024" height="491" data-attachment-id="9011" data-permalink="https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/image-496/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-37.png" data-orig-size="1856,891" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-37.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-37.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-37.png?w=1024" alt="" class="wp-image-9011" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-37.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-37.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-37.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-37.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-37.png 1856w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>That’s all of the key areas that I wanted to cover in the blog post, hopefully that gives you another option to consider when reviewing your options for the Project Online replacement tool.</p> <p>If you want to know more, please do reach out. Having worked with Project Online for many years, helping lots of organizations directly through consulting services or via my blog, I’m here to help or advise you on your next steps if needed.</p> <p>Some links that might be useful:</p> <ul class="wp-block-list"><li><a href="https://edison365.com/webinars/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">Upcoming webinars</a> – grab a coffee <img src="https://s0.wp.com/wp-content/mu-plugins/wpcom-smileys/twemoji/2/72x72/2615.png" alt="☕" class="wp-smiley" style="height: 1em; max-height: 1em;" />, sit back and see what edison365 can offer your business</li> <li><a href="https://edison365.com/use-case-overview/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">Use Cases</a> – view some of the key use cases edison365 supports <img src="https://s0.wp.com/wp-content/mu-plugins/wpcom-smileys/twemoji/2/72x72/1f4a1.png" alt="💡" class="wp-smiley" style="height: 1em; max-height: 1em;" /></li></ul> <p>If you’re a partner or PPM consulting organization and reading this, why not add another tool in your toolbox and become a partner: <a href="https://edison365.com/partner-program/solution-partner/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">Solution Partner</a> <img src="https://s0.wp.com/wp-content/mu-plugins/wpcom-smileys/twemoji/2/72x72/1f680.png" alt="🚀" class="wp-smiley" style="height: 1em; max-height: 1em;" /></p>]]></content:encoded> <wfw:commentRss>https://pwmather.wordpress.com/2025/09/15/using-project-online-what-next/feed/</wfw:commentRss> <slash:comments>1</slash:comments> <media:thumbnail url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/pwa-alternative.jpeg" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/pwa-alternative.jpeg" medium="image"> <media:title type="html">PWA alternative</media:title> </media:content> <media:content url="https://0.gravatar.com/avatar/fce6d1029578fdfff31a4bbcb36cb4be24e935ff707769caa3d2db5c5e9c3ddd?s=96&d=identicon&r=G" medium="image"> <media:title type="html">pwmather</media:title> </media:content> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-2.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-4.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-5.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-6.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-7.png?w=796" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-8.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-9.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-10.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-11.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-12.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-19.png?w=735" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-13.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-14.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-15.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-16.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-17.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-18.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-21.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-22.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-20.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-23.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-24.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-25.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-26.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-27.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-28.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-29.png?w=521" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-30.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-31.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-32.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-33.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-34.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-38.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-36.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-37.png?w=1024" medium="image" /> </item> <item> <title>Project Online –> Project Server Subscription Edition</title> <link>https://pwmather.wordpress.com/2025/09/11/project-online-project-server-subscription-edition/</link> <comments>https://pwmather.wordpress.com/2025/09/11/project-online-project-server-subscription-edition/#comments</comments> <dc:creator><![CDATA[pwmather]]></dc:creator> <pubDate>Thu, 11 Sep 2025 17:26:14 +0000</pubDate> <category><![CDATA[Administration]]></category> <category><![CDATA[App]]></category> <category><![CDATA[Configuration]]></category> <category><![CDATA[Functionality]]></category> <category><![CDATA[Information]]></category> <category><![CDATA[Migration]]></category> <category><![CDATA[Cloud]]></category> <category><![CDATA[Hosting]]></category> <category><![CDATA[IaaS]]></category> <category><![CDATA[Microsoft]]></category> <category><![CDATA[Microsoft Project]]></category> <category><![CDATA[MS Project]]></category> <category><![CDATA[pmo]]></category> <category><![CDATA[PPM]]></category> <category><![CDATA[Project Management]]></category> <category><![CDATA[Project Server]]></category> <category><![CDATA[Project Server On-Prem]]></category> <category><![CDATA[Work Management]]></category> <guid isPermaLink="false">http://pwmather.wordpress.com/?p=8915</guid> <description><![CDATA[Following on from my latest blog post where I covered the announcement from Microsoft regarding the retirement of Project Online, the post can be seen here if you missed it 👉 https://pwmather.wordpress.com/2025/09/08/%f0%9f%9a%a8project-online-retirement-date%f0%9f%9a%a8/ One of the transition options from Microsoft, as covered in my blog post, was to move back to on-premises if you needed the... <a class="more-link" href="https://pwmather.wordpress.com/2025/09/11/project-online-project-server-subscription-edition/#more-8915">Continue Reading →</a>]]></description> <content:encoded><![CDATA[<p>Following on from my latest blog post where I covered the announcement from Microsoft regarding the retirement of Project Online, the post can be seen here if you missed it <img src="https://s0.wp.com/wp-content/mu-plugins/wpcom-smileys/twemoji/2/72x72/1f449.png" alt="👉" class="wp-smiley" style="height: 1em; max-height: 1em;" /> <a href="https://pwmather.wordpress.com/2025/09/08/%f0%9f%9a%a8project-online-retirement-date%f0%9f%9a%a8/" target="_blank" rel="noreferrer noopener">https://pwmather.wordpress.com/2025/09/08/%f0%9f%9a%a8project-online-retirement-date%f0%9f%9a%a8/</a> One of the transition options from Microsoft, as covered in my blog post, was to move back to on-premises if you needed the full enterprise PPM capability from a Microsoft developed Project Management tool. The image below is from the Microsoft blog post:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-1.png"><img loading="lazy" width="1024" height="320" data-attachment-id="8927" data-permalink="https://pwmather.wordpress.com/2025/09/11/project-online-project-server-subscription-edition/image-460/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-1.png" data-orig-size="1108,347" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-1.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-1.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-1.png?w=1024" alt="" class="wp-image-8927" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-1.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-1.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-1.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-1.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-1.png 1108w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>If you are an organisation considering this as an option and going back to the on-premises world of managing and paying for infrastructure. Is this the correct step for you? There are a few things to take into account when considering this option:</p> <ul class="wp-block-list"><li>Hosting Set up / Cost<ul class="wp-block-list"><li>This could be in your own data centers or on VMs in Azure (IaaS)</li></ul></li> <li>Technical Knowledge of the Infrastructure <ul class="wp-block-list"><li>If you are an organisation that has moved to the cloud, do you have the knowledge in house to set up and maintain the servers, networking, access, security etc. </li></ul></li> <li>Technical Knowledge of a SharePoint farm<ul class="wp-block-list"><li>Do you have the skill set in house to maintain and patch a SharePoint / Project Server farm?</li></ul></li> <li>A change to reporting for Project data<ul class="wp-block-list"><li>In Project Online you have the OData reporting API, this is removed from the Project Server Subscription Edition: <a href="https://learn.microsoft.com/en-us/project/deprecated-removed-features-project-server-subscription-edition" target="_blank" rel="noreferrer noopener">https://learn.microsoft.com/en-us/project/deprecated-removed-features-project-server-subscription-edition</a></li> <li>All of your reports will need to be updated to use T-SQL, do you have the knowledge in house to maintain T-SQL queries? </li></ul></li></ul> <p>If you are considering your options and do have any queries, connect with me on LinkedIn (<a href="http://www.linkedin.com/in/pwmather" target="_blank" rel="noreferrer noopener">linkedin.com/in/pwmather</a>) and drop me a direct message. I’m happy to help discuss your transition options / considerations.</p>]]></content:encoded> <wfw:commentRss>https://pwmather.wordpress.com/2025/09/11/project-online-project-server-subscription-edition/feed/</wfw:commentRss> <slash:comments>1</slash:comments> <media:thumbnail url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-for-cloud-to-on-prem.jpeg" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-for-cloud-to-on-prem.jpeg" medium="image"> <media:title type="html">image for cloud to on prem</media:title> </media:content> <media:content url="https://0.gravatar.com/avatar/fce6d1029578fdfff31a4bbcb36cb4be24e935ff707769caa3d2db5c5e9c3ddd?s=96&d=identicon&r=G" medium="image"> <media:title type="html">pwmather</media:title> </media:content> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/image-1.png?w=1024" medium="image" /> </item> <item> <title>🚨Project Online – Retirement Date🚨</title> <link>https://pwmather.wordpress.com/2025/09/08/%f0%9f%9a%a8project-online-retirement-date%f0%9f%9a%a8/</link> <comments>https://pwmather.wordpress.com/2025/09/08/%f0%9f%9a%a8project-online-retirement-date%f0%9f%9a%a8/#comments</comments> <dc:creator><![CDATA[pwmather]]></dc:creator> <pubDate>Mon, 08 Sep 2025 12:25:52 +0000</pubDate> <category><![CDATA[Administration]]></category> <category><![CDATA[Information]]></category> <category><![CDATA[Cloud]]></category> <category><![CDATA[edison365]]></category> <category><![CDATA[m365]]></category> <category><![CDATA[Microsoft]]></category> <category><![CDATA[Microsoft 365]]></category> <category><![CDATA[Microsoft Project]]></category> <category><![CDATA[microsoft-365]]></category> <category><![CDATA[microsoft-ppm]]></category> <category><![CDATA[Migration]]></category> <category><![CDATA[Migrations]]></category> <category><![CDATA[Modern Work]]></category> <category><![CDATA[MS Project]]></category> <category><![CDATA[pmo]]></category> <category><![CDATA[PPM]]></category> <category><![CDATA[Project]]></category> <category><![CDATA[Project Management]]></category> <category><![CDATA[Project Online]]></category> <category><![CDATA[Project Server]]></category> <category><![CDATA[saas]]></category> <category><![CDATA[Task Management]]></category> <category><![CDATA[technology]]></category> <category><![CDATA[Work Management]]></category> <guid isPermaLink="false">http://pwmather.wordpress.com/?p=8896</guid> <description><![CDATA[On Friday 5th September 2025, Microsoft officially announced the retirement date for Project Online. The announcement was made on the Tech Communities Planner blog: (https://techcommunity.microsoft.com/blog/plannerblog/microsoft-project-online-is-retiring-what-you-need-to-know/4450558). We knew that the end of Project Online was not too far away but 12 months was a surprise as Microsoft confirm the retirement date as 30th September 2026. Before... <a class="more-link" href="https://pwmather.wordpress.com/2025/09/08/%f0%9f%9a%a8project-online-retirement-date%f0%9f%9a%a8/#more-8896">Continue Reading →</a>]]></description> <content:encoded><![CDATA[<p>On Friday <strong>5th September 2025</strong>, Microsoft officially announced the retirement date for Project Online. The announcement was made on the Tech Communities Planner blog: (<a href="https://techcommunity.microsoft.com/blog/plannerblog/microsoft-project-online-is-retiring-what-you-need-to-know/4450558" target="_blank" rel="noreferrer noopener">https://techcommunity.microsoft.com/blog/plannerblog/microsoft-project-online-is-retiring-what-you-need-to-know/4450558</a>). </p> <p>We knew that the end of Project Online was not too far away but 12 months was a surprise as Microsoft confirm the retirement date as <strong>30th September 2026</strong>. Before Friday’s announcement, the only confirmed date we had was the <strong>2nd April 2026</strong> – this is when certain features in Project Online would be turned off – I covered this off previously in a blog post and a video:</p> <ul class="wp-block-list"><li>Blog: <a href="https://pwmather.wordpress.com/2025/05/16/the-future-of-project-online/" target="_blank" rel="noreferrer noopener">https://pwmather.wordpress.com/2025/05/16/the-future-of-project-online/</a></li> <li>Video: <a href="https://youtu.be/PoftB-46u6U" target="_blank" rel="noreferrer noopener">https://youtu.be/PoftB-46u6U</a> </li></ul> <p>For organizations fully embedded in the Project Online service, this does create a challenge. 12 months does not give you much time to move to an alternative solution when you consider the following basic activities involved:</p> <ul class="wp-block-list"><li>Define your toolset requirements (must haves, nice to haves etc.)</li> <li>Market Research to find tools that are suitable</li> <li>Organize trials of new PPM tools</li> <li>Potentially have to go out to tender</li> <li>Decide on the new solution</li> <li>Configure the new tool</li> <li>Create guides / training material for your users</li> <li>Migrate Project Online data into the new tool</li></ul> <p>All of that has to be completed before 30th September 2026 including migrating any data out of Project Online as that will not be accessible after this date. For some organizations that wont be too much of a problem, but for a lot, that is going to be quite the challenge. It’s time to start this process now.</p> <p>One surprise in the transition options is that Microsoft suggest going back to on-premises and using Project Server Subscription Edition, this is the option from Microsoft for those customers needing a PPM solution – here is the statement: “<em>Project Server Subscription Edition –</em> <em>Designed for organizations needing advanced project and portfolio management (PPM)</em>” It is widely recognised that Planner / Planner Premium does not offer feature parity with Project Online, something Microsoft acknowledges based on the announcement transition options. </p> <p>For organizations looking for a modern, Microsoft cloud based replacement app for Project Online, <a href="https://www.edison365.com/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">edison365</a> is the perfect fit. A tool built from the ground up by our awesome team here at edison365. We knew that Project Online was going to come to an end soon and understood from Microsoft that Project for the Web / Planner Premium would not have feature parity with Project Online. edison365 has all the great features customers expect from a project management PPM tool plus much more. The application is a web based SaaS app in the Microsoft 365 cloud, with seamless sign-on (SSO) for users via Entra ID. Fully integrated into the Microsoft stack, edison365 brings a rich experience for users wanting a true PPM solution in the Microsoft space. With edison365, it’s not just the Project Management capability, we cover many use cases for all of your business transformation requirements. Take a look here <img src="https://s0.wp.com/wp-content/mu-plugins/wpcom-smileys/twemoji/2/72x72/1f449.png" alt="👉" class="wp-smiley" style="height: 1em; max-height: 1em;" /> <a href="https://edison365.com/use-case-overview/" target="_blank" rel="noreferrer noopener">https://edison365.com/use-case-overview/</a> </p> <p>Feel free to reach out to me directly for more details, or grab a coffee and join one of our upcoming webinars to see edison365 in action: <a href="https://edison365.com/webinars/" target="_blank" rel="noreferrer noopener">https://edison365.com/webinars/</a></p>]]></content:encoded> <wfw:commentRss>https://pwmather.wordpress.com/2025/09/08/%f0%9f%9a%a8project-online-retirement-date%f0%9f%9a%a8/feed/</wfw:commentRss> <slash:comments>2</slash:comments> <media:thumbnail url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/pol-retirement.jpeg" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/09/pol-retirement.jpeg" medium="image"> <media:title type="html">PoL retirement</media:title> </media:content> <media:content url="https://0.gravatar.com/avatar/fce6d1029578fdfff31a4bbcb36cb4be24e935ff707769caa3d2db5c5e9c3ddd?s=96&d=identicon&r=G" medium="image"> <media:title type="html">pwmather</media:title> </media:content> </item> <item> <title>Using Power Automate to poll an API for data changes</title> <link>https://pwmather.wordpress.com/2025/08/15/using-power-automate-to-poll-an-api-for-data-changes/</link> <comments>https://pwmather.wordpress.com/2025/08/15/using-power-automate-to-poll-an-api-for-data-changes/#respond</comments> <dc:creator><![CDATA[pwmather]]></dc:creator> <pubDate>Fri, 15 Aug 2025 17:40:18 +0000</pubDate> <category><![CDATA[Administration]]></category> <category><![CDATA[App]]></category> <category><![CDATA[Configuration]]></category> <category><![CDATA[Functionality]]></category> <category><![CDATA[Information]]></category> <category><![CDATA[API]]></category> <category><![CDATA[automate]]></category> <category><![CDATA[automation]]></category> <category><![CDATA[Cloud]]></category> <category><![CDATA[edison365]]></category> <category><![CDATA[Flow]]></category> <category><![CDATA[http]]></category> <category><![CDATA[integration]]></category> <category><![CDATA[integrations]]></category> <category><![CDATA[Low Code / No Code]]></category> <category><![CDATA[low-code]]></category> <category><![CDATA[m365]]></category> <category><![CDATA[Microsoft]]></category> <category><![CDATA[Microsoft 365]]></category> <category><![CDATA[Microsoft Flow]]></category> <category><![CDATA[Microsoft Teams]]></category> <category><![CDATA[microsoft-365]]></category> <category><![CDATA[no-code]]></category> <category><![CDATA[Power Automate]]></category> <category><![CDATA[Power Platform]]></category> <category><![CDATA[teams]]></category> <category><![CDATA[technology]]></category> <guid isPermaLink="false">http://pwmather.wordpress.com/?p=8856</guid> <description><![CDATA[There are occasions where you might need to poll an application API endpoint for changes, typically if that application does not provide some form of notification subscription service such as Webhooks in the API. This requirement can come up in all sorts of scenarios from data warehouse syncs to custom notifications sent to users. In... <a class="more-link" href="https://pwmather.wordpress.com/2025/08/15/using-power-automate-to-poll-an-api-for-data-changes/#more-8856">Continue Reading →</a>]]></description> <content:encoded><![CDATA[<p>There are occasions where you might need to poll an application API endpoint for changes, typically if that application does not provide some form of notification subscription service such as Webhooks in the API. This requirement can come up in all sorts of scenarios from data warehouse syncs to custom notifications sent to users. In this blog post we will run through an example of how you can handle that technical challenge using the Power Platform Power Automate app.</p> <p>The example scenario that we will cover for this blog post is that the organizations Project Management Office (PMO) want to be notified in Microsoft Teams, which records have been edited in the last 15 minutes, every 15 minutes throughout the day. To meet this requirement, we’ve built a simple Power Automate flow, the flow summary can be seen below:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-13.png"><img loading="lazy" width="625" height="826" data-attachment-id="8867" data-permalink="https://pwmather.wordpress.com/2025/08/15/using-power-automate-to-poll-an-api-for-data-changes/image-449/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-13.png" data-orig-size="625,826" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-13.png?w=227" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-13.png?w=625" src="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-13.png?w=625" alt="" class="wp-image-8867" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-13.png 625w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-13.png?w=113 113w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-13.png?w=227 227w" sizes="(max-width: 625px) 100vw, 625px" /></a></figure> <p>When this flow runs, if any records have been modified in the last 15 minutes, the record details will be posted into Microsoft Teams:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-12.png"><img loading="lazy" width="787" height="356" data-attachment-id="8865" data-permalink="https://pwmather.wordpress.com/2025/08/15/using-power-automate-to-poll-an-api-for-data-changes/image-448/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-12.png" data-orig-size="787,356" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-12.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-12.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-12.png?w=787" alt="" class="wp-image-8865" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-12.png 787w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-12.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-12.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-12.png?w=768 768w" sizes="(max-width: 787px) 100vw, 787px" /></a></figure> <p>This example is built around the <a href="https://www.edison365.com/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">edison365</a> application but it would be very simple to copy this for any other application as you’ll see when we go through the flow details. In the edison365 app we have many different record types, these include Challenges, Ideas, Business Cases, Projects and Programs – so this example includes the RecordType in the Teams message. Let’s step through the flow.</p> <p>The flow is using the Recurrence trigger as the business wanted to see a digest of what has been modified in the last 15 minutes – this trigger is then set to run every 15 minutes as seen below:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-14.png"><img loading="lazy" width="1024" height="431" data-attachment-id="8871" data-permalink="https://pwmather.wordpress.com/2025/08/15/using-power-automate-to-poll-an-api-for-data-changes/image-450/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-14.png" data-orig-size="1181,498" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-14.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-14.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-14.png?w=1024" alt="" class="wp-image-8871" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-14.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-14.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-14.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-14.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-14.png 1181w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Next we have a Compose action, this is used to calculate what the date time value was 15 minutes before the flow runs:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-15.png"><img loading="lazy" width="1024" height="325" data-attachment-id="8872" data-permalink="https://pwmather.wordpress.com/2025/08/15/using-power-automate-to-poll-an-api-for-data-changes/image-451/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-15.png" data-orig-size="1071,340" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-15.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-15.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-15.png?w=1024" alt="" class="wp-image-8872" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-15.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-15.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-15.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-15.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-15.png 1071w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>If the trigger schedule is changed, this will also need to be updated. For example, if the business wanted to change from 15 minutes to 30 minutes. The trigger schedule would update to 30 minutes and the expression used in the Compose action would also update to -30:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-16.png"><img loading="lazy" width="1024" height="308" data-attachment-id="8873" data-permalink="https://pwmather.wordpress.com/2025/08/15/using-power-automate-to-poll-an-api-for-data-changes/image-452/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-16.png" data-orig-size="1159,349" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-16.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-16.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-16.png?w=1024" alt="" class="wp-image-8873" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-16.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-16.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-16.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-16.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-16.png 1159w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Now the flow needs to get the data, this action will changed depending on your source application. In this example, an HTTP action is used to call the edison365 OData API. The data is filtered to only return the records modified in the last 15 minutes by passing in the Output from the previous compose action:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-17.png"><img loading="lazy" width="1024" height="387" data-attachment-id="8876" data-permalink="https://pwmather.wordpress.com/2025/08/15/using-power-automate-to-poll-an-api-for-data-changes/image-453/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-17.png" data-orig-size="1174,444" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-17.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-17.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-17.png?w=1024" alt="" class="wp-image-8876" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-17.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-17.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-17.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-17.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-17.png 1174w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>We then parse the response from the HTTP action to make it easier to use the data in the later flow actions. Next we use a Condition action to check if the previous API call returned any data as we only want to post in Microsoft Teams if there are records returned from the HTTP API call:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-18.png"><img loading="lazy" width="1024" height="273" data-attachment-id="8880" data-permalink="https://pwmather.wordpress.com/2025/08/15/using-power-automate-to-poll-an-api-for-data-changes/image-454/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-18.png" data-orig-size="1167,312" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-18.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-18.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-18.png?w=1024" alt="" class="wp-image-8880" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-18.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-18.png?w=1021 1021w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-18.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-18.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-18.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-18.png 1167w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>In our example we just check the length of the parsed JSON body:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-19.png"><img loading="lazy" width="899" height="271" data-attachment-id="8881" data-permalink="https://pwmather.wordpress.com/2025/08/15/using-power-automate-to-poll-an-api-for-data-changes/image-455/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-19.png" data-orig-size="899,271" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-19.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-19.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-19.png?w=899" alt="" class="wp-image-8881" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-19.png 899w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-19.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-19.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-19.png?w=768 768w" sizes="(max-width: 899px) 100vw, 899px" /></a></figure> <p>If it’s greater than 0 (there are records returned) it’s True else False. In the True branch, the first action is “Create HTML table”. Here we pass in the data from the Parse action then using the Custom columns option, we add the data from the Parse action: </p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-20.png"><img loading="lazy" width="1024" height="459" data-attachment-id="8883" data-permalink="https://pwmather.wordpress.com/2025/08/15/using-power-automate-to-poll-an-api-for-data-changes/image-456/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-20.png" data-orig-size="1162,521" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-20.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-20.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-20.png?w=1024" alt="" class="wp-image-8883" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-20.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-20.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-20.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-20.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-20.png 1162w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Now we have the table created, we are ready to post the message to Microsoft Teams. In this example, I’m just posting to myself as seen below: </p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-21.png"><img loading="lazy" width="1024" height="498" data-attachment-id="8884" data-permalink="https://pwmather.wordpress.com/2025/08/15/using-power-automate-to-poll-an-api-for-data-changes/image-457/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-21.png" data-orig-size="1167,568" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-21.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-21.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-21.png?w=1024" alt="" class="wp-image-8884" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-21.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-21.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-21.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-21.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-21.png 1167w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>This can easily be posted to a Group Chat or Channel. The output in Teams can be seen below: </p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-22.png"><img loading="lazy" width="784" height="648" data-attachment-id="8887" data-permalink="https://pwmather.wordpress.com/2025/08/15/using-power-automate-to-poll-an-api-for-data-changes/image-458/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-22.png" data-orig-size="784,648" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-22.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-22.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-22.png?w=784" alt="" class="wp-image-8887" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-22.png 784w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-22.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-22.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-22.png?w=768 768w" sizes="(max-width: 784px) 100vw, 784px" /></a></figure> <p>That’s it, a few simple Power Automate actions and we have a process that polls for data changes. In this example, we’ve just posted a message to Microsoft Teams but you could easily do more advanced actions such as write to a database, Dataverse, SharePoint, another app etc. </p>]]></content:encoded> <wfw:commentRss>https://pwmather.wordpress.com/2025/08/15/using-power-automate-to-poll-an-api-for-data-changes/feed/</wfw:commentRss> <slash:comments>0</slash:comments> <media:thumbnail url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/pa-image-for-blog-post-on-polling.jpeg" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/pa-image-for-blog-post-on-polling.jpeg" medium="image"> <media:title type="html">PA image for blog post on polling</media:title> </media:content> <media:content url="https://0.gravatar.com/avatar/fce6d1029578fdfff31a4bbcb36cb4be24e935ff707769caa3d2db5c5e9c3ddd?s=96&d=identicon&r=G" medium="image"> <media:title type="html">pwmather</media:title> </media:content> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-13.png?w=625" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-12.png?w=787" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-14.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-15.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-16.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-17.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-18.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-19.png?w=899" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-20.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-21.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-22.png?w=784" medium="image" /> </item> <item> <title>Celebrating 13 Years as an MVP – and a New Chapter with Power Automate</title> <link>https://pwmather.wordpress.com/2025/08/07/celebrating-13-years-as-an-mvp-and-a-new-chapter-with-power-automate/</link> <comments>https://pwmather.wordpress.com/2025/08/07/celebrating-13-years-as-an-mvp-and-a-new-chapter-with-power-automate/#comments</comments> <dc:creator><![CDATA[pwmather]]></dc:creator> <pubDate>Thu, 07 Aug 2025 16:30:02 +0000</pubDate> <category><![CDATA[Personal]]></category> <category><![CDATA[edison365]]></category> <category><![CDATA[Microsoft]]></category> <category><![CDATA[Microsoft MVP]]></category> <category><![CDATA[microsoft-365]]></category> <category><![CDATA[MVP]]></category> <category><![CDATA[Power Automate]]></category> <category><![CDATA[Power Platform]]></category> <guid isPermaLink="false">http://pwmather.wordpress.com/?p=8828</guid> <description><![CDATA[Hey everyone! Just a short post to share some great news and an update on the direction of this blog. 🌟 I recently posted on LinkedIn after being awarded Microsoft MVP status for Power Automate. Being recognised by Microsoft for the past 13 years as an MVP is a real honour. You can check out... <a class="more-link" href="https://pwmather.wordpress.com/2025/08/07/celebrating-13-years-as-an-mvp-and-a-new-chapter-with-power-automate/#more-8828">Continue Reading →</a>]]></description> <content:encoded><![CDATA[<p>Hey everyone! Just a short post to share some great news and an update on the direction of this blog. <img src="https://s0.wp.com/wp-content/mu-plugins/wpcom-smileys/twemoji/2/72x72/1f31f.png" alt="🌟" class="wp-smiley" style="height: 1em; max-height: 1em;" /></p> <p>I recently posted on <a href="https://www.linkedin.com/posts/pwmather_mvp-mvpbuzz-microsoftmvp-activity-7349100476346335232-gziR" target="_blank" rel="noreferrer noopener">LinkedIn</a> after being awarded Microsoft MVP status for Power Automate. Being recognised by Microsoft for the past 13 years as an MVP is a real honour. You can check out my MVP profile here: <img src="https://s0.wp.com/wp-content/mu-plugins/wpcom-smileys/twemoji/2/72x72/1f449.png" alt="👉" class="wp-smiley" style="height: 1em; max-height: 1em;" /> <a href="https://mvp.microsoft.com/en-US/mvp/profile/b6620ff3-3c9a-e411-93f2-9cb65495d3c4" target="_blank" rel="noreferrer noopener">https://mvp.microsoft.com/en-US/mvp/profile/b6620ff3-3c9a-e411-93f2-9cb65495d3c4</a></p> <p>For those of you that have followed my blog from the early days, it has always been focused on Microsoft’s Project Management tools, primarily Project Online and then Project for the Web. These are tools I grew very fond of over the years and I really enjoyed sharing my knowledge with the global community. Much of my historical content has been sharing ideas on how the Project Online and Project for the Web capability could be extended, including hooking into other Microsoft 365 services to help organizations get the most out of their investment. Lots of these examples are built using Microsoft’s Power Automate app. Ever since it’s first release, Power Automate, or known as Microsoft Flow back then, really grabbed my attention. I love to automate processes and integrate applications to help organizations be more efficient and use the tools they want. Power Automate opened up a world of possibilities, many of which I’ve enjoyed sharing here on the blog.</p> <p>Over the last couple of years you might have noticed that posts on my blog have not been related to Project Online or Project for the Web, this is partly due to the direction Microsoft have taken in the PPM space. Not many new features were appearing for Project for the Web, now known as Planner Premium, making it harder to create fresh content in that space. The other reason was also a change in direction for us here at <a href="https://www.edison365.com/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">edison365</a>. For many years we’ve built add-ons to compliment and enhance the Project Online capability, to fill the gaps in capability that customers were needing in Project Online. When Microsoft announced that Project Online was not a product they were actively investing in a few years ago, here at edison365 we made the decision to build our own standalone web based SaaS application that offered all the core Project Online Project Management capability customers needed and much more in one modern, intuitive and engaging app <img src="https://s0.wp.com/wp-content/mu-plugins/wpcom-smileys/twemoji/2/72x72/1f91d.png" alt="🤝" class="wp-smiley" style="height: 1em; max-height: 1em;" /><img src="https://s0.wp.com/wp-content/mu-plugins/wpcom-smileys/twemoji/2/72x72/1f4aa.png" alt="💪" class="wp-smiley" style="height: 1em; max-height: 1em;" /></p> <p>As the edison365 app is built around the Microsoft stack and hosted in Azure, Power Automate can play a key role in orchestrating automations and integrations – perfect for me and our customers! This has enabled me to continue creating content on my blog that will not only help out and encourage edison365 customers to think about the Power Platform’s Power Automate tool but also help out the wider community in hopefully inspiring you to see how easily Power Automate can be used in your organization.</p> <p>This leads me on to the transition from a Project MVP into a Power Automate MVP and the direction of this blog. As mentioned as the start of this post, I was awarded with the Microsoft MVP award again in July 2025 for the 13th year running but this time switching over to Power Automate, away from Microsoft Project / Planner after 12 years. I was very pleased to have received the award in Power Automate as this is a tool I’ve loved working with since the early Microsoft Flow days and this aligns with the current content on my blog. It also ties in nicely to most of the extensibility, integrations, migrations and automations I build in my spare time for edison365 and our customers. </p> <p>Whether you’re an edison365 user or just someone passionate about Power Platform, I hope the content here continues to help you see how powerful (and accessible!) Power Automate can be.</p> <p>I’m excited to keep sharing practical examples, ideas, and inspiration for using Power Automate to drive real value.</p> <p><em>PS I’m not going to totally move away from the Microsoft Project / Planner Community – you’ll still find me dropping in from time to time on the Tech Community forum helping where I can.</em></p>]]></content:encoded> <wfw:commentRss>https://pwmather.wordpress.com/2025/08/07/celebrating-13-years-as-an-mvp-and-a-new-chapter-with-power-automate/feed/</wfw:commentRss> <slash:comments>3</slash:comments> <media:thumbnail url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/mvp-blog-award.jpeg" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/mvp-blog-award.jpeg" medium="image"> <media:title type="html">MVP Award</media:title> </media:content> <media:content url="https://0.gravatar.com/avatar/fce6d1029578fdfff31a4bbcb36cb4be24e935ff707769caa3d2db5c5e9c3ddd?s=96&d=identicon&r=G" medium="image"> <media:title type="html">pwmather</media:title> </media:content> </item> <item> <title>Handling Microsoft Teams Channel Name validation in Power Automate</title> <link>https://pwmather.wordpress.com/2025/08/02/handling-microsoft-teams-channel-name-validation-in-power-automate/</link> <comments>https://pwmather.wordpress.com/2025/08/02/handling-microsoft-teams-channel-name-validation-in-power-automate/#respond</comments> <dc:creator><![CDATA[pwmather]]></dc:creator> <pubDate>Sat, 02 Aug 2025 10:09:37 +0000</pubDate> <category><![CDATA[Add-on]]></category> <category><![CDATA[Administration]]></category> <category><![CDATA[Functionality]]></category> <category><![CDATA[Information]]></category> <category><![CDATA[automation]]></category> <category><![CDATA[automations]]></category> <category><![CDATA[Cloud]]></category> <category><![CDATA[Flow]]></category> <category><![CDATA[Low Code / No Code]]></category> <category><![CDATA[low-code]]></category> <category><![CDATA[low-no-code]]></category> <category><![CDATA[m365]]></category> <category><![CDATA[Microsoft]]></category> <category><![CDATA[Microsoft 365]]></category> <category><![CDATA[Microsoft Flow]]></category> <category><![CDATA[Microsoft Teams]]></category> <category><![CDATA[microsoft-365]]></category> <category><![CDATA[ms-teams]]></category> <category><![CDATA[no-code]]></category> <category><![CDATA[Power Automate]]></category> <category><![CDATA[Power Platform]]></category> <category><![CDATA[teams]]></category> <category><![CDATA[technology]]></category> <guid isPermaLink="false">http://pwmather.wordpress.com/?p=8787</guid> <description><![CDATA[When creating a new Channel in Microsoft Teams, certain characters cannot be used and the channel name has to be less than a certain number of characters. This is true for all Channel types and regardless of where you create the Channel – via the the Teams clients or programmatically including via Power Automate Teams... <a class="more-link" href="https://pwmather.wordpress.com/2025/08/02/handling-microsoft-teams-channel-name-validation-in-power-automate/#more-8787">Continue Reading →</a>]]></description> <content:encoded><![CDATA[<p>When creating a new Channel in Microsoft Teams, certain characters cannot be used and the channel name has to be less than a certain number of characters. This is true for all Channel types and regardless of where you create the Channel – via the the Teams clients or programmatically including via Power Automate Teams actions.</p> <p>In a recent blog post series where I demonstrated creating a Private Channel for a collaboration area for <a href="https://www.edison365.com/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">edison365</a> project records, this limitation was mentioned. I didn’t cover how to handle that in the blog post series but I have been asked if I could show how to handle this. If you missed this post, here are the links:<br>Part 1: <a href="https://pwmather.wordpress.com/2025/03/03/using-microsoft-teams-for-collaboration-on-projects-managed-in-edison365-part1/" target="_blank" rel="noreferrer noopener">https://pwmather.wordpress.com/2025/03/03/using-microsoft-teams-for-collaboration-on-projects-managed-in-edison365-part1/</a></p> <p>Part 2: <a href="https://pwmather.wordpress.com/2025/03/05/using-microsoft-teams-for-collaboration-on-projects-managed-in-edison365-part2/" target="_blank" rel="noreferrer noopener">https://pwmather.wordpress.com/2025/03/05/using-microsoft-teams-for-collaboration-on-projects-managed-in-edison365-part2/</a></p> <p>In this post I will cover how to handle the some validation to ensure the name being used for the Teams Channel is valid. There are other criteria that you would also have to handle but this post will help you get started to handle all possible naming restrictions. For Teams Channel name character / word restrictions see: <a href="https://learn.microsoft.com/en-us/microsoftteams/limits-specifications-teams#channel-names" target="_blank" rel="noreferrer noopener">https://learn.microsoft.com/en-us/microsoftteams/limits-specifications-teams#channel-names</a></p> <p>The flow summary can be seen below:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image.png"><img loading="lazy" width="316" height="830" data-attachment-id="8796" data-permalink="https://pwmather.wordpress.com/2025/08/02/handling-microsoft-teams-channel-name-validation-in-power-automate/image-436/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image.png" data-orig-size="316,830" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image.png?w=114" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image.png?w=316" src="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image.png?w=316" alt="" class="wp-image-8796" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image.png 316w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image.png?w=57 57w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image.png?w=114 114w" sizes="(max-width: 316px) 100vw, 316px" /></a></figure> <p>This is a simple example and handles the character limit including ensuring the name used is less than 50 characters. As mentioned above, there are other limitations you would need to handle to be fully compliant and avoid failures. </p> <p>Next we will just step through this example. Inside the scope action there are some values to set in the compose actions. The first one being the Team Channel name. In a production flow this name probably would come from another system / generated automatically but for the purpose of this blog post it is manually entered:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-1.png"><img loading="lazy" width="954" height="576" data-attachment-id="8799" data-permalink="https://pwmather.wordpress.com/2025/08/02/handling-microsoft-teams-channel-name-validation-in-power-automate/image-437/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-1.png" data-orig-size="954,576" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-1.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-1.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-1.png?w=954" alt="" class="wp-image-8799" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-1.png 954w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-1.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-1.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-1.png?w=768 768w" sizes="(max-width: 954px) 100vw, 954px" /></a></figure> <p>Notice the invalid characters such as # and & and the string is longer than 50 characters. Next we define the target Microsoft Team where we want the channel to be added:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-2.png"><img loading="lazy" width="955" height="523" data-attachment-id="8802" data-permalink="https://pwmather.wordpress.com/2025/08/02/handling-microsoft-teams-channel-name-validation-in-power-automate/image-438/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-2.png" data-orig-size="955,523" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-2.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-2.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-2.png?w=955" alt="" class="wp-image-8802" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-2.png 955w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-2.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-2.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-2.png?w=768 768w" sizes="(max-width: 955px) 100vw, 955px" /></a></figure> <p>After the variable values are set there is another compose action, this is used to sanitise the Channel Name with the replace function to remove some of those invalid characters:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-3.png"><img loading="lazy" width="938" height="829" data-attachment-id="8803" data-permalink="https://pwmather.wordpress.com/2025/08/02/handling-microsoft-teams-channel-name-validation-in-power-automate/image-439/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-3.png" data-orig-size="938,829" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-3.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-3.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-3.png?w=938" alt="" class="wp-image-8803" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-3.png 938w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-3.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-3.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-3.png?w=768 768w" sizes="(max-width: 938px) 100vw, 938px" /></a></figure> <p>The full expression I’ve used can be seen below:</p> <pre class="wp-block-code"><code>replace( replace( replace( replace( replace( replace( replace( replace( replace( replace( replace( replace( replace( replace( replace( replace( replace( replace( outputs('Compose_-_Channel_Name'), '~', '' ), '#', 'hashtag' ), '%', '' ), '&', 'and' ), '*', '' ), '{', '' ), '}', '' ), '\\', '' ), ':', '' ), '<', '' ), '>', '' ), '?', '' ), '/', '' ), '+', 'plus' ), '|', '' ), '"', '' ), '''', '' ), '_', '')</code></pre> <p>As you can see, some of the invalid characters have been replaced with strings in this example. Next up is another compose action to ensure the Team Channel Name does not break the character length limit:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-4.png"><img loading="lazy" width="927" height="402" data-attachment-id="8806" data-permalink="https://pwmather.wordpress.com/2025/08/02/handling-microsoft-teams-channel-name-validation-in-power-automate/image-440/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-4.png" data-orig-size="927,402" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-4.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-4.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-4.png?w=927" alt="" class="wp-image-8806" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-4.png 927w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-4.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-4.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-4.png?w=768 768w" sizes="(max-width: 927px) 100vw, 927px" /></a></figure> <p>Then a Microsoft Teams “List Teams” action is used to get a list of all Teams, we then filter that returned array of Teams to find the correct Team based on the Team name we provided earlier:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-5.png"><img loading="lazy" width="968" height="524" data-attachment-id="8808" data-permalink="https://pwmather.wordpress.com/2025/08/02/handling-microsoft-teams-channel-name-validation-in-power-automate/image-441/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-5.png" data-orig-size="968,524" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-5.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-5.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-5.png?w=968" alt="" class="wp-image-8808" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-5.png 968w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-5.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-5.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-5.png?w=768 768w" sizes="(max-width: 968px) 100vw, 968px" /></a></figure> <p>We now have the correct target Team details (Team ID) and valid Team Channel name to create the new channel using the Microsoft Teams “Create a channel” action:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-6.png"><img loading="lazy" width="956" height="595" data-attachment-id="8810" data-permalink="https://pwmather.wordpress.com/2025/08/02/handling-microsoft-teams-channel-name-validation-in-power-automate/image-442/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-6.png" data-orig-size="956,595" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-6.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-6.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-6.png?w=956" alt="" class="wp-image-8810" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-6.png 956w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-6.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-6.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-6.png?w=768 768w" sizes="(max-width: 956px) 100vw, 956px" /></a></figure> <p>The Name is the output from the compose truncate action and the Team is the Team ID from the filtered array action. Now let’s run the flow to see the Channel that gets created. We want it to use this Name:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-9.png"><img loading="lazy" width="994" height="296" data-attachment-id="8819" data-permalink="https://pwmather.wordpress.com/2025/08/02/handling-microsoft-teams-channel-name-validation-in-power-automate/image-445/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-9.png" data-orig-size="994,296" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-9.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-9.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-9.png?w=994" alt="" class="wp-image-8819" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-9.png 994w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-9.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-9.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-9.png?w=768 768w" sizes="(max-width: 994px) 100vw, 994px" /></a></figure> <p>Once the flow runs, the Channel name is:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-10.png"><img loading="lazy" width="1024" height="547" data-attachment-id="8821" data-permalink="https://pwmather.wordpress.com/2025/08/02/handling-microsoft-teams-channel-name-validation-in-power-automate/image-446/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-10.png" data-orig-size="1067,570" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-10.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-10.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-10.png?w=1024" alt="" class="wp-image-8821" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-10.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-10.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-10.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-10.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-10.png 1067w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Notice how the #’s are replaced with “hashtag” and “&” is replaced with “and” and the “*” is removed altogether. The Name is also truncated too as it is missing “ong name to see what happens”. Without these sanitisation actions, the channel would fail to create. We can see this below when forcing the error to occur.</p> <p>Let’s run this and bypass the compose expressions so you can see the various errors returned when the Channel Name is greater than 50 characters and when it contains invalid characters. When the Name is greater than 50 characters:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-7.png"><img loading="lazy" width="691" height="502" data-attachment-id="8814" data-permalink="https://pwmather.wordpress.com/2025/08/02/handling-microsoft-teams-channel-name-validation-in-power-automate/image-443/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-7.png" data-orig-size="691,502" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-7.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-7.png?w=691" src="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-7.png?w=691" alt="" class="wp-image-8814" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-7.png 691w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-7.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-7.png?w=300 300w" sizes="(max-width: 691px) 100vw, 691px" /></a></figure> <p>When the Name contains invalid characters:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-8.png"><img loading="lazy" width="762" height="477" data-attachment-id="8816" data-permalink="https://pwmather.wordpress.com/2025/08/02/handling-microsoft-teams-channel-name-validation-in-power-automate/image-444/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-8.png" data-orig-size="762,477" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-8.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-8.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-8.png?w=762" alt="" class="wp-image-8816" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-8.png 762w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-8.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-8.png?w=300 300w" sizes="(max-width: 762px) 100vw, 762px" /></a></figure> <p>That’s it, a nice simple way to sanitise the proposed Teams Channel Name using Power Automate actions and expressions. </p>]]></content:encoded> <wfw:commentRss>https://pwmather.wordpress.com/2025/08/02/handling-microsoft-teams-channel-name-validation-in-power-automate/feed/</wfw:commentRss> <slash:comments>0</slash:comments> <media:thumbnail url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/teams-channel-name-validation-blog-image.jpeg" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/teams-channel-name-validation-blog-image.jpeg" medium="image"> <media:title type="html">Teams Channel Name Validation blog image</media:title> </media:content> <media:content url="https://0.gravatar.com/avatar/fce6d1029578fdfff31a4bbcb36cb4be24e935ff707769caa3d2db5c5e9c3ddd?s=96&d=identicon&r=G" medium="image"> <media:title type="html">pwmather</media:title> </media:content> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image.png?w=316" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-1.png?w=954" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-2.png?w=955" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-3.png?w=938" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-4.png?w=927" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-5.png?w=968" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-6.png?w=956" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-9.png?w=994" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-10.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-7.png?w=691" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/08/image-8.png?w=762" medium="image" /> </item> <item> <title>Building a bulk edit solution using Microsoft 365 Excel and Power Automate Part 2</title> <link>https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/</link> <comments>https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/#respond</comments> <dc:creator><![CDATA[pwmather]]></dc:creator> <pubDate>Mon, 07 Jul 2025 08:21:33 +0000</pubDate> <category><![CDATA[Add-on]]></category> <category><![CDATA[Administration]]></category> <category><![CDATA[App]]></category> <category><![CDATA[Configuration]]></category> <category><![CDATA[Customisation]]></category> <category><![CDATA[Functionality]]></category> <category><![CDATA[Information]]></category> <category><![CDATA[API]]></category> <category><![CDATA[automate]]></category> <category><![CDATA[automation]]></category> <category><![CDATA[automations]]></category> <category><![CDATA[Cloud]]></category> <category><![CDATA[edison365]]></category> <category><![CDATA[Excel]]></category> <category><![CDATA[Flow]]></category> <category><![CDATA[m365]]></category> <category><![CDATA[Microsoft]]></category> <category><![CDATA[Microsoft 365]]></category> <category><![CDATA[Microsoft Flow]]></category> <category><![CDATA[microsoft-365]]></category> <category><![CDATA[Power Automate]]></category> <category><![CDATA[Power Platform]]></category> <category><![CDATA[Project Management]]></category> <category><![CDATA[saas]]></category> <category><![CDATA[Web API]]></category> <guid isPermaLink="false">http://pwmather.wordpress.com/?p=8731</guid> <description><![CDATA[In part two we will walk through the two Power Automate flows used to build this solution. If you missed part 1, here is a link: https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/ As mentioned in part 1, this solution was built around the edison365 app but you can do the same for any app provided that application offers similar APIs.... <a class="more-link" href="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/#more-8731">Continue Reading →</a>]]></description> <content:encoded><![CDATA[<p>In part two we will walk through the two Power Automate flows used to build this solution. If you missed part 1, here is a link: <a href="https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/" target="_blank" rel="noreferrer noopener">https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/</a></p> <p>As mentioned in part 1, this solution was built around the <a href="https://www.edison365.com/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">edison365</a> app but you can do the same for any app provided that application offers similar APIs. Firstly we will take a look at the Power Automate flow that is used to populate the Excel table with the current data from the app. Below you can see the flow summary:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-10.png"><img loading="lazy" width="609" height="800" data-attachment-id="8735" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-414/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-10.png" data-orig-size="609,800" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-10.png?w=228" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-10.png?w=609" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-10.png?w=609" alt="" class="wp-image-8735" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-10.png 609w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-10.png?w=114 114w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-10.png?w=228 228w" sizes="(max-width: 609px) 100vw, 609px" /></a></figure> <p>This flow is manually triggered, the first action is an HTTP action to call the source app API to get the data that you want to support bulk editing:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-11.png"><img loading="lazy" width="1024" height="702" data-attachment-id="8737" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-415/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-11.png" data-orig-size="1152,790" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-11.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-11.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-11.png?w=1024" alt="" class="wp-image-8737" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-11.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-11.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-11.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-11.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-11.png 1152w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Here we just perform a GET request to the edison365 OData API and return the data we need for our scenario. This would be updated for your application / scenario to get the data you need. The next action is used to Parse the JSON data returned from the API so that we can easily use this data later in the flow. We then go into a loop using the Apply to each action and pass in the data from the previous Parse data action:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-12.png"><img loading="lazy" width="1024" height="519" data-attachment-id="8739" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-416/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-12.png" data-orig-size="1205,611" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-12.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-12.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-12.png?w=1024" alt="" class="wp-image-8739" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-12.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-12.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-12.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-12.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-12.png 1205w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>The first action inside the loop is the Excel “Get a row” action:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-13.png"><img loading="lazy" width="1024" height="530" data-attachment-id="8741" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-417/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-13.png" data-orig-size="1193,618" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-13.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-13.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-13.png?w=1024" alt="" class="wp-image-8741" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-13.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-13.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-13.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-13.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-13.png 1193w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>We use this action to see if the target Excel table already contains a row for the project. The key properties here are “Key Column” which we select the ID column from the Excel table as this holds the internal project ID from the edison365 dataset and the other key property is “Key Value”. In “Key Value” we pass in the project ID value that was returned from API call:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-14.png"><img loading="lazy" width="955" height="553" data-attachment-id="8743" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-418/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-14.png" data-orig-size="955,553" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-14.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-14.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-14.png?w=955" alt="" class="wp-image-8743" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-14.png 955w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-14.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-14.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-14.png?w=768 768w" sizes="(max-width: 955px) 100vw, 955px" /></a></figure> <p>This action will then look to see if that project ID already exists in the ID column in the Excel table. The Condition action is then used check if the “Get a row” action did return a matching project ID:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-15.png"><img loading="lazy" width="1024" height="444" data-attachment-id="8746" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-419/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-15.png" data-orig-size="1211,526" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-15.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-15.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-15.png?w=1024" alt="" class="wp-image-8746" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-15.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-15.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-15.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-15.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-15.png 1211w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>The “Get a row” action will fail if the row does not exists, to handle this the “Run after” setting on the Condition action is updated to include “Has failed”:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-16.png"><img loading="lazy" width="1024" height="489" data-attachment-id="8747" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-420/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-16.png" data-orig-size="1125,538" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-16.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-16.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-16.png?w=1024" alt="" class="wp-image-8747" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-16.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-16.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-16.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-16.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-16.png 1125w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>If the Condition is True (the row for that project ID exists in the Excel table), the flow uses the Excel “Update a row” action to update the row in the Excel table with the latest data from the API call:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-18.png"><img loading="lazy" width="1024" height="713" data-attachment-id="8752" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-422/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-18.png" data-orig-size="1180,822" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-18.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-18.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-18.png?w=1024" alt="" class="wp-image-8752" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-18.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-18.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-18.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-18.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-18.png 1180w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>The “Key Column” and “Key Value” properties are used to find / update the correct row using the data from the previous “Get a row” action:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-20.png"><img loading="lazy" width="1024" height="528" data-attachment-id="8755" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-424/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-20.png" data-orig-size="1207,623" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-20.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-20.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-20.png?w=1024" alt="" class="wp-image-8755" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-20.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-20.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-20.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-20.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-20.png 1207w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>If the Condition is False (the row for that project ID does not exist in the Excel table), the flow uses the Excel “Add a row into a table” action to add the new row in the Excel table with the new project data from the API call:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-19.png"><img loading="lazy" width="1024" height="647" data-attachment-id="8753" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-423/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-19.png" data-orig-size="1184,749" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-19.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-19.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-19.png?w=1024" alt="" class="wp-image-8753" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-19.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-19.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-19.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-19.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-19.png 1184w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Both the “Update a row” and “Add a row into a table” actions will show properties for each column defined in the Excel table, here just pass in the data to be updated / added to the row in Excel:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-21.png"><img loading="lazy" width="1024" height="452" data-attachment-id="8757" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-425/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-21.png" data-orig-size="1188,525" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-21.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-21.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-21.png?w=1024" alt="" class="wp-image-8757" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-21.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-21.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-21.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-21.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-21.png 1188w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>If the Excel “Update a row” action supported upsert, this flow could be simplified but unfortunately “Update a row” does not support upsert.</p> <p>That’s it for the flow that handles updating the Excel table. Next up we will look at the Power Automate flow that reads the Excel data and updates the data in the target application. This flow would run after the user has made the changes they needed to the data in Excel. This flow is also manually triggered, the flow summary can be seen below:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-22.png"><img loading="lazy" width="373" height="819" data-attachment-id="8761" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-426/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-22.png" data-orig-size="373,819" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-22.png?w=137" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-22.png?w=373" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-22.png?w=373" alt="" class="wp-image-8761" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-22.png 373w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-22.png?w=68 68w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-22.png?w=137 137w" sizes="(max-width: 373px) 100vw, 373px" /></a></figure> <p>This flow might need to contain different actions than this example, it will depend on the API for the target application. We will walkthrough this flow so that you get the idea how this works and you could then map this to your own target application. These actions are specific to the target edison365 app we are using in this example. One of the example fields we are updating from the Excel table is a choice / lookup field so there are few steps we have to go through to ensure we get the correct data from the Excel field value as the choice fields in edison365 have a few properties / attributes – not just the label seen in Excel. The first action is to initialize and set a variable for the “Status” field name, we then have an HTTP action to get the field config from edison365:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-23.png"><img loading="lazy" width="945" height="593" data-attachment-id="8763" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-427/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-23.png" data-orig-size="945,593" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-23.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-23.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-23.png?w=945" alt="" class="wp-image-8763" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-23.png 945w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-23.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-23.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-23.png?w=768 768w" sizes="(max-width: 945px) 100vw, 945px" /></a></figure> <p>This allows us to get the additional properties / attributes for the Status field value from the Excel table row before we write that back to the target project in edison365. We then have a parse JSON data action to parse the JSON response from the HTTP action. The next set of actions are related, these are used to get all the possible choice values for the Status field from the HTTP API response. Firstly we filter the results from the API call to just get the data for the Status field:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-24.png"><img loading="lazy" width="948" height="430" data-attachment-id="8766" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-428/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-24.png" data-orig-size="948,430" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-24.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-24.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-24.png?w=948" alt="" class="wp-image-8766" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-24.png 948w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-24.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-24.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-24.png?w=768 768w" sizes="(max-width: 948px) 100vw, 948px" /></a></figure> <p>We then parse that filtered data to make it easier to pull out the filtered Status field data. The final action in this scope is a compose action to select just the choice options for the Status field, this gives us a list of valid choice options that are allowed in the Status field in edison365:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-25.png"><img loading="lazy" width="926" height="489" data-attachment-id="8768" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-429/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-25.png" data-orig-size="926,489" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-25.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-25.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-25.png?w=926" alt="" class="wp-image-8768" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-25.png 926w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-25.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-25.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-25.png?w=768 768w" sizes="(max-width: 926px) 100vw, 926px" /></a></figure> <p>We then need to read the rows in the source Excel table, for this we use the Excel action “List rows present in a table”:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-26.png"><img loading="lazy" width="923" height="464" data-attachment-id="8770" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-430/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-26.png" data-orig-size="923,464" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-26.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-26.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-26.png?w=923" alt="" class="wp-image-8770" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-26.png 923w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-26.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-26.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-26.png?w=768 768w" sizes="(max-width: 923px) 100vw, 923px" /></a></figure> <p>We then go into a loop passing in the data from the Excel action, for every row in the Excel table, the next set of actions will be repeated:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-27.png"><img loading="lazy" width="957" height="384" data-attachment-id="8772" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-431/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-27.png" data-orig-size="957,384" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-27.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-27.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-27.png?w=957" alt="" class="wp-image-8772" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-27.png 957w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-27.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-27.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-27.png?w=768 768w" sizes="(max-width: 957px) 100vw, 957px" /></a></figure> <p>The next two actions are required so that we can get the correct data to update the Status field value, we use a filter array action to find the Status choice value from the previous compose action based on the Status value found in the Excel table:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-28.png"><img loading="lazy" width="958" height="408" data-attachment-id="8774" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-432/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-28.png" data-orig-size="958,408" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-28.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-28.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-28.png?w=958" alt="" class="wp-image-8774" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-28.png 958w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-28.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-28.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-28.png?w=768 768w" sizes="(max-width: 958px) 100vw, 958px" /></a></figure> <p>We then have to select the Status choice value object from the returned array as when we update the data in edison365 for this Status field, it is expecting an object – not an array: </p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-29.png"><img loading="lazy" width="966" height="592" data-attachment-id="8776" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-433/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-29.png" data-orig-size="966,592" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-29.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-29.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-29.png?w=966" alt="" class="wp-image-8776" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-29.png 966w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-29.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-29.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-29.png?w=768 768w" sizes="(max-width: 966px) 100vw, 966px" /></a></figure> <p>We now have the data available to go and update the target project records in our application. To do this we have an HTTP POST action</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-30.png"><img loading="lazy" width="962" height="726" data-attachment-id="8778" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-434/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-30.png" data-orig-size="962,726" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-30.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-30.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-30.png?w=962" alt="" class="wp-image-8778" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-30.png 962w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-30.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-30.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-30.png?w=768 768w" sizes="(max-width: 962px) 100vw, 962px" /></a></figure> <p>We pass in the project ID value from the source Excel table into the URL. The JSON payload is then added to the HTTP call:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-31.png"><img loading="lazy" width="957" height="767" data-attachment-id="8780" data-permalink="https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/image-435/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-31.png" data-orig-size="957,767" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-31.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-31.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-31.png?w=957" alt="" class="wp-image-8780" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-31.png 957w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-31.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-31.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-31.png?w=768 768w" sizes="(max-width: 957px) 100vw, 957px" /></a></figure> <p>All dynamic data here comes from the Excel table apart from the Outputs data for the Status field, this is the Output from the previous compose action where the Status choice object value was selected from the array. </p> <p>That’s it, a simple bulk edit / update solution built using Microsoft 365 Excel Online and Power Automate from the Power Platform. As mentioned at the start, the target app in this example was edison365 but you could easily build the same for other applications such as Project Online, Monday.com, ClickUp etc. </p>]]></content:encoded> <wfw:commentRss>https://pwmather.wordpress.com/2025/07/07/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-2/feed/</wfw:commentRss> <slash:comments>0</slash:comments> <media:thumbnail url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/a-vibrant-and-modern-image-for-a-blog-post-that-covers-bulk-editing-data-using-excel-and-power-autom.jpeg" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/a-vibrant-and-modern-image-for-a-blog-post-that-covers-bulk-editing-data-using-excel-and-power-autom.jpeg" medium="image"> <media:title type="html">Excel Bulk Edit</media:title> </media:content> <media:content url="https://0.gravatar.com/avatar/fce6d1029578fdfff31a4bbcb36cb4be24e935ff707769caa3d2db5c5e9c3ddd?s=96&d=identicon&r=G" medium="image"> <media:title type="html">pwmather</media:title> </media:content> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-10.png?w=609" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-11.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-12.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-13.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-14.png?w=955" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-15.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-16.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-18.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-20.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-19.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-21.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-22.png?w=373" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-23.png?w=945" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-24.png?w=948" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-25.png?w=926" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-26.png?w=923" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-27.png?w=957" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-28.png?w=958" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-29.png?w=966" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-30.png?w=962" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-31.png?w=957" medium="image" /> </item> <item> <title>Building a bulk edit solution using Microsoft 365 Excel and Power Automate Part 1</title> <link>https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/</link> <comments>https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/#comments</comments> <dc:creator><![CDATA[pwmather]]></dc:creator> <pubDate>Fri, 04 Jul 2025 18:39:50 +0000</pubDate> <category><![CDATA[Add-on]]></category> <category><![CDATA[App]]></category> <category><![CDATA[Configuration]]></category> <category><![CDATA[Customisation]]></category> <category><![CDATA[Functionality]]></category> <category><![CDATA[Information]]></category> <category><![CDATA[API]]></category> <category><![CDATA[automate]]></category> <category><![CDATA[automations]]></category> <category><![CDATA[Cloud]]></category> <category><![CDATA[edison365]]></category> <category><![CDATA[Excel]]></category> <category><![CDATA[Flow]]></category> <category><![CDATA[m365]]></category> <category><![CDATA[Microsoft]]></category> <category><![CDATA[Microsoft 365]]></category> <category><![CDATA[microsoft-365]]></category> <category><![CDATA[Power Automate]]></category> <category><![CDATA[Power Platform]]></category> <category><![CDATA[Web API]]></category> <guid isPermaLink="false">http://pwmather.wordpress.com/?p=8695</guid> <description><![CDATA[In this two part series we will look at building a bulk edit solution for any app using Microsoft 365 Excel Online and Power Automate from the Power Platform stack. The prerequisites are: The app used here in this example is edison365 but provided your app offers the Read / Update APIs like edison365 does, you can... <a class="more-link" href="https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/#more-8695">Continue Reading →</a>]]></description> <content:encoded><![CDATA[<p>In this two part series we will look at building a bulk edit solution for any app using Microsoft 365 Excel Online and Power Automate from the Power Platform stack. The prerequisites are:</p> <ul class="wp-block-list"><li>Excel Online</li> <li>Power Automate</li> <li>APIs for your app that support Reading data and Updating data</li></ul> <p>The app used here in this example is <a href="https://www.edison365.com/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">edison365</a> but provided your app offers the Read / Update APIs like edison365 does, you can easily apply the same process to your chosen app to build a bulk edit solution using everyone’s favourite grid / sheet tool – Excel.</p> <p>In part one we will look at the data that we want to support in the example bulk edit solution, show the solution in action and start to look at the components used. </p> <p>Firstly we will take a look at the data in an example app, in this case it’s the <a href="https://www.edison365.com/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">edison365</a> app as mentioned above. We have some sample / test projects that we’ll use for this demo. One of these projects can be seen below:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image.png"><img loading="lazy" width="1024" height="423" data-attachment-id="8709" data-permalink="https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/image-404/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image.png" data-orig-size="1425,589" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image.png?w=1024" alt="" class="wp-image-8709" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image.png 1425w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>From the image above, we will build a solution that enables a user to edit the three fields (PM DATE, test and Status) found at the top of the form in bulk for all projects via Excel. To see this in action, from the Excel file we have an empty table defined that contains the columns needed for the update:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-1.png"><img loading="lazy" width="858" height="269" data-attachment-id="8711" data-permalink="https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/image-405/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-1.png" data-orig-size="858,269" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-1.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-1.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-1.png?w=858" alt="" class="wp-image-8711" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-1.png 858w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-1.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-1.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-1.png?w=768 768w" sizes="(max-width: 858px) 100vw, 858px" /></a></figure> <p>The first thing we need to do is populate the table with the current data. To do this, we click the Automate tab then click the “Automate Work” button. This will then load the Power Automate flows available to you from the default environment:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-2.png"><img loading="lazy" width="1024" height="322" data-attachment-id="8712" data-permalink="https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/image-406/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-2.png" data-orig-size="1281,403" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-2.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-2.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-2.png?w=1024" alt="" class="wp-image-8712" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-2.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-2.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-2.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-2.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-2.png 1281w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>I’ve got two Power Automate flows built for this solution, one flow will export the data into the Excel table, the other will take the data from the Excel table and update the project records. Let’s click Run on the flow that handles the export of data into Excel:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-3.png"><img loading="lazy" width="1024" height="454" data-attachment-id="8714" data-permalink="https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/image-407/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-3.png" data-orig-size="1271,564" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-3.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-3.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-3.png?w=1024" alt="" class="wp-image-8714" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-3.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-3.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-3.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-3.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-3.png 1271w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Then click “Run flow”:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-4.png"><img loading="lazy" width="1024" height="545" data-attachment-id="8716" data-permalink="https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/image-408/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-4.png" data-orig-size="1244,663" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-4.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-4.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-4.png?w=1024" alt="" class="wp-image-8716" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-4.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-4.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-4.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-4.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-4.png 1244w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>As the flow runs and processes data you will see the data start to appear in the table:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-5.png"><img loading="lazy" width="1024" height="356" data-attachment-id="8718" data-permalink="https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/image-409/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-5.png" data-orig-size="1275,444" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-5.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-5.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-5.png?w=1024" alt="" class="wp-image-8718" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-5.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-5.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-5.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-5.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-5.png 1275w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Check the Flow runs history page to confirm the flow has finished. This table now contains data that is from the sample / test projects in my app. Now in Excel, update the data as needed – I’ve just updated the “test” field values to show “BLOG” and the “Status” value to all be “Open”:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-6.png"><img loading="lazy" width="916" height="356" data-attachment-id="8720" data-permalink="https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/image-410/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-6.png" data-orig-size="916,356" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-6.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-6.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-6.png?w=916" alt="" class="wp-image-8720" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-6.png 916w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-6.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-6.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-6.png?w=768 768w" sizes="(max-width: 916px) 100vw, 916px" /></a></figure> <p>Now we want to push this updated data into the projects in <a href="https://www.edison365.com/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">edison365</a>. To do this we run the flow that handles the import:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-7.png"><img loading="lazy" width="1024" height="541" data-attachment-id="8722" data-permalink="https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/image-411/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-7.png" data-orig-size="1254,663" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-7.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-7.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-7.png?w=1024" alt="" class="wp-image-8722" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-7.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-7.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-7.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-7.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-7.png 1254w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Once this flow has completed, we can check the projects to see that the updated data is now set as per the table in the Excel sheet. A couple of examples are below to show that the updated field values match Excel:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-8.png"><img loading="lazy" width="1024" height="467" data-attachment-id="8724" data-permalink="https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/image-412/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-8.png" data-orig-size="1407,642" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-8.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-8.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-8.png?w=1024" alt="" class="wp-image-8724" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-8.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-8.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-8.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-8.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-8.png 1407w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-9.png"><img loading="lazy" width="1024" height="473" data-attachment-id="8726" data-permalink="https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/image-413/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-9.png" data-orig-size="1409,652" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-9.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-9.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-9.png?w=1024" alt="" class="wp-image-8726" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-9.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-9.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-9.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-9.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-9.png 1409w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>This is a very simple example but hopefully that gives you ideas on how you can build bulk edit / update solutions for your applications using Excel and Power Automate in Microsoft 365. In part two we will look at the two Power Automate flows used for the Export and Import process.</p>]]></content:encoded> <wfw:commentRss>https://pwmather.wordpress.com/2025/07/04/building-a-bulk-edit-solution-using-microsoft-365-excel-and-power-automate-part-1/feed/</wfw:commentRss> <slash:comments>1</slash:comments> <media:thumbnail url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/designer-8.jpeg" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/designer-8.jpeg" medium="image"> <media:title type="html">Excel Bulk Edit</media:title> </media:content> <media:content url="https://0.gravatar.com/avatar/fce6d1029578fdfff31a4bbcb36cb4be24e935ff707769caa3d2db5c5e9c3ddd?s=96&d=identicon&r=G" medium="image"> <media:title type="html">pwmather</media:title> </media:content> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-1.png?w=858" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-2.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-3.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-4.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-5.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-6.png?w=916" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-7.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-8.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/07/image-9.png?w=1024" medium="image" /> </item> <item> <title>Triggering a Power Automate flow from a custom web app part 3</title> <link>https://pwmather.wordpress.com/2025/06/04/triggering-a-power-automate-flow-from-a-custom-web-app-part-3/</link> <dc:creator><![CDATA[pwmather]]></dc:creator> <pubDate>Wed, 04 Jun 2025 12:07:50 +0000</pubDate> <category><![CDATA[Add-on]]></category> <category><![CDATA[Administration]]></category> <category><![CDATA[App]]></category> <category><![CDATA[Customisation]]></category> <category><![CDATA[Functionality]]></category> <category><![CDATA[Information]]></category> <category><![CDATA[Workflow]]></category> <category><![CDATA[automations]]></category> <category><![CDATA[Cloud]]></category> <category><![CDATA[Dataverse]]></category> <category><![CDATA[edison365]]></category> <category><![CDATA[Entra ID]]></category> <category><![CDATA[Flow]]></category> <category><![CDATA[flows]]></category> <category><![CDATA[integrations]]></category> <category><![CDATA[intergrations]]></category> <category><![CDATA[m365]]></category> <category><![CDATA[Microsoft]]></category> <category><![CDATA[Microsoft 365]]></category> <category><![CDATA[Microsoft Flow]]></category> <category><![CDATA[microsoft-365]]></category> <category><![CDATA[Power Apps]]></category> <category><![CDATA[Power Automate]]></category> <category><![CDATA[Power Platform]]></category> <category><![CDATA[ReactJS]]></category> <category><![CDATA[VS Code]]></category> <category><![CDATA[Web API]]></category> <guid isPermaLink="false">http://pwmather.wordpress.com/?p=8668</guid> <description><![CDATA[In part 3, the final part to this mini series, we will look at viewing the Power Automate flow history from inside the React JS web app. If you missed part 1 and 2, links can be seen below: Part 1: https://pwmather.wordpress.com/2025/05/31/triggering-a-power-automate-flow-from-a-custom-web-app-part-1/ Part 2: https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/ In part 1 and 2 we set the scene then... <a class="more-link" href="https://pwmather.wordpress.com/2025/06/04/triggering-a-power-automate-flow-from-a-custom-web-app-part-3/#more-8668">Continue Reading →</a>]]></description> <content:encoded><![CDATA[<p>In part 3, the final part to this mini series, we will look at viewing the Power Automate flow history from inside the React JS web app. If you missed part 1 and 2, links can be seen below:</p> <p>Part 1: <a href="https://pwmather.wordpress.com/2025/05/31/triggering-a-power-automate-flow-from-a-custom-web-app-part-1/" target="_blank" rel="noreferrer noopener">https://pwmather.wordpress.com/2025/05/31/triggering-a-power-automate-flow-from-a-custom-web-app-part-1/</a></p> <p>Part 2: <a href="https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/" target="_blank" rel="noreferrer noopener">https://pwmather.wordpress.com/2025/06/02/triggering-a-power-automate-flow-from-a-custom-web-app-part-2/</a></p> <p>In part 1 and 2 we set the scene then looked at triggering the Power Automate flow from the simple React JS web app, the sample Power Automate flow, Entra ID app permissions and the sample code. In part 3 we will look at the option of showing the flow run history from inside the web app. Showing the run history in the app was displayed in part 2 but lets take another look to remind ourselves. In the app there is a button to view the flow runs:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-18.png"><img loading="lazy" width="1024" height="480" data-attachment-id="8674" data-permalink="https://pwmather.wordpress.com/2025/06/04/triggering-a-power-automate-flow-from-a-custom-web-app-part-3/image-398/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-18.png" data-orig-size="1116,524" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-18.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-18.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-18.png?w=1024" alt="" class="wp-image-8674" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-18.png?w=1022 1022w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-18.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-18.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-18.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-18.png 1116w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>This loaded a modal that shows the run history to the end user:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-19.png"><img loading="lazy" width="1024" height="614" data-attachment-id="8676" data-permalink="https://pwmather.wordpress.com/2025/06/04/triggering-a-power-automate-flow-from-a-custom-web-app-part-3/image-399/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-19.png" data-orig-size="1201,721" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-19.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-19.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-19.png?w=1024" alt="" class="wp-image-8676" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-19.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-19.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-19.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-19.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-19.png 1201w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>Pretty simple and a nice way for the user to see when the specific Power Automate flow run had completed along with the status. This data is read from the Dataverse flow run table using the Dataverse web API in the app. Some points worth noting regarding the Dataverse flow run table:</p> <ul class="wp-block-list"><li>The Power Automate cloud flow must be part of a Solution for the cloud flow history to be added to the Dataverse flow run table</li> <li>The flow run history is not updated instantly in Dataverse, it’s built on elastic tables and uses an asynchronous process so there can be a delay before the data is available</li> <li>Flow owners need to have at least read access to the Dataverse flow run table to store the history in Dataverse</li></ul> <p>Details on the flow run table in Dataverse can be found here: <a href="https://learn.microsoft.com/en-us/power-automate/dataverse/cloud-flow-run-metadata" target="_blank" rel="noreferrer noopener">https://learn.microsoft.com/en-us/power-automate/dataverse/cloud-flow-run-metadata</a> </p> <p>Now let’s take a look at some of the code from the sample web app that handles this. Firstly we need to generate an access token from the Dataverse environment:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-20.png"><img loading="lazy" width="607" height="326" data-attachment-id="8680" data-permalink="https://pwmather.wordpress.com/2025/06/04/triggering-a-power-automate-flow-from-a-custom-web-app-part-3/image-400/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-20.png" data-orig-size="607,326" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-20.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-20.png?w=607" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-20.png?w=607" alt="" class="wp-image-8680" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-20.png 607w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-20.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-20.png?w=300 300w" sizes="(max-width: 607px) 100vw, 607px" /></a></figure> <p>Now we have the access token we can call the Dataverse web API:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-21.png"><img loading="lazy" width="1024" height="474" data-attachment-id="8682" data-permalink="https://pwmather.wordpress.com/2025/06/04/triggering-a-power-automate-flow-from-a-custom-web-app-part-3/image-401/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-21.png" data-orig-size="1555,720" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-21.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-21.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-21.png?w=1024" alt="" class="wp-image-8682" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-21.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-21.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-21.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-21.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-21.png 1555w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>In this example we’re selecting resource id (the workflow ID), status, start time and end time. We are also using a filter to filter the results for just the Power Automate cloud flow we’re interested in. Now the app has the data available this can be displayed how you wish. I’ve just pushed it to a table in a modal:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-22.png"><img loading="lazy" width="1024" height="666" data-attachment-id="8686" data-permalink="https://pwmather.wordpress.com/2025/06/04/triggering-a-power-automate-flow-from-a-custom-web-app-part-3/image-402/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-22.png" data-orig-size="1150,749" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-22.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-22.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-22.png?w=1024" alt="" class="wp-image-8686" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-22.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-22.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-22.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-22.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-22.png 1150w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>For this to work, the Entra ID app does need permission to Dataverse:</p> <figure class="wp-block-image size-large"><a href="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-23.png"><img loading="lazy" width="1024" height="401" data-attachment-id="8689" data-permalink="https://pwmather.wordpress.com/2025/06/04/triggering-a-power-automate-flow-from-a-custom-web-app-part-3/image-403/" data-orig-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-23.png" data-orig-size="1144,448" data-comments-opened="1" data-image-meta="{"aperture":"0","credit":"","camera":"","caption":"","created_timestamp":"0","copyright":"","focal_length":"0","iso":"0","shutter_speed":"0","title":"","orientation":"0"}" data-image-title="image" data-image-description="" data-image-caption="" data-medium-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-23.png?w=300" data-large-file="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-23.png?w=736" src="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-23.png?w=1024" alt="" class="wp-image-8689" srcset="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-23.png?w=1024 1024w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-23.png?w=150 150w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-23.png?w=300 300w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-23.png?w=768 768w, https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-23.png 1144w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure> <p>The permission needed is outlined in red above – from Dataverse the “Access Common Data Service as organization users” permission is required.</p> <p>That’s it – a nice simple solution for integrating Power Platform Power Automate cloud flows into your web application that is authenticated using Entra ID. Just a simple example of what is possible when building your web applications in the Microsoft 365 stack, hooking into any other Microsoft service is very simple when your application uses Entra ID. This type of capability with Power Automate will be coming to the <a href="https://www.edison365.com/?utm_source=pwmather.wordpress.com" target="_blank" rel="noreferrer noopener">edison365</a> application very soon.</p>]]></content:encoded> <media:thumbnail url="https://pwmather.wordpress.com/wp-content/uploads/2025/06/a-vibrant-and-modern-illustration-for-a-blog-post-on-power-automate-and-dataverse-from-a-web-app.-th.jpeg" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/06/a-vibrant-and-modern-illustration-for-a-blog-post-on-power-automate-and-dataverse-from-a-web-app.-th.jpeg" medium="image"> <media:title type="html">Power Automate</media:title> </media:content> <media:content url="https://0.gravatar.com/avatar/fce6d1029578fdfff31a4bbcb36cb4be24e935ff707769caa3d2db5c5e9c3ddd?s=96&d=identicon&r=G" medium="image"> <media:title type="html">pwmather</media:title> </media:content> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-18.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-19.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-20.png?w=607" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-21.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-22.png?w=1024" medium="image" /> <media:content url="https://pwmather.wordpress.com/wp-content/uploads/2025/06/image-23.png?w=1024" medium="image" /> </item> </channel></rss> If you would like to create a banner that links to this page (i.e. this validation result), do the following:
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