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Azure DevOps for Project Managers and Functional Teams

A practical Azure DevOps guide for PMs and functional consultants: project setup, work items, boards, queries, dashboards, Delivery Plans and Test Plans for ERP projects.

Free

Free 48-page e-book. Plan, track, test and report enterprise application projects in Azure Boards and Test Plans without writing code. Practical, field-tested guidance with worked examples, checklists, a quick-reference sheet and a glossary, ready to use on your next project.

Azure DevOps is often set up by developers and then left for project managers and functional consultants to figure out. This e-book is written for them. You will learn how to choose a process, structure teams, area and iteration paths, design a work item hierarchy for an ERP or CRM implementation, run backlogs and boards for fit-gap and design work, build queries and dashboards that answer real management questions, track cross-team dependencies with Delivery Plans, and manage SIT and UAT with Test Plans. It also covers access levels, governance, bulk updates, AI assistance through the Azure DevOps MCP Server and an illustrative end-to-end Dynamics 365 project setup.

What's inside

  • Chapter 1: Azure DevOps for Non-Developers — The Essentials
  • Chapter 2: Setting Up the Project — Process, Teams, Areas and Iterations
  • Chapter 3: Designing the Work Item Hierarchy for Implementation Projects
  • Chapter 4: Backlogs, Boards and Sprints for Functional Work
  • Chapter 5: Queries — Answering Management Questions
  • Chapter 6: Dashboards and Reporting
  • Chapter 7: Delivery Plans and Cross-Team Dependencies
  • Chapter 8: Test Management with Azure Test Plans
  • Chapter 9: Governance, Hygiene and Bulk Operations
  • Chapter 10: AI Assistance and Integration
  • Chapter 11: End-to-End Scenario — Setting Up Azure DevOps for a Dynamics 365 Rollout

Plus a one-page Quick Reference, a glossary of key terms and next steps.

Who it's for

Project and program managers, PMP candidates, PMOs and delivery leads.

How to get the most from it

  • Skim the contents and jump to the chapter that matches the challenge in front of you today
  • Use the checklists in your next workshop, review or status meeting
  • Share it with your team so everyone works from the same playbook

Let's connect

I'm Pranshu Shubham, a Microsoft Dynamics 365 F&O Solution Architect and PMP-certified program lead with 8+ years of ERP and AI transformation across the USA, Europe and APAC. I created this resource from real project experience, and I'd love to hear how you use it.