Webinar microsoft sweetens the deal on office 365 sept2014
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It doesn't get any sweeter than this. As of September 1st, Microsoft started offering huge incentives to encourage organizations to move to the cloud. So if you are already kicking the tires on Office 365 or perhaps just migrated Exchange to Office 365, these new features and unprecedented incentives recently announced now make a pretty compelling case to make the move to Office 365.
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Webinar microsoft sweetens the deal on office 365 sept2014
- 1. 1 Webinar: Microsoft Sweetens The Deal On Office 365
- 2. 2 Rick Hinton » VP, Sales » rhinton@portalsolutions.net » @portalsolutions » Blog.portalsolutions.net Today’s Presenters Daniel Cohen-Dumani » CEO/Founder » daniel@portalsolutions.net » @portalsolutions » Blog.portalsolutions.net
- 3. 3 Poll Are you using Office 365 today? 3
- 4. 4 About Portal Solutions We deliver Digital Workplace Products and Solutions that help organizations share what they know and find what they need by connecting people, data, and content. 4
- 5. 5 What are we covering today 5 Office 365 Roadmap - latest features of Office 365 and how they can impact your business Incentives - how you can save significant dollars with new incentives Setting up a Pilot - best practices to get a pilot up and running quickly and inexpensively
- 6. 6 What’s new since July 2013 The New Office Mix Office New Partner Admin Center Office 365 Adapter Office 365 SSO with SAML 2.0 Identity Providers Updated Lync mobile clients Embedded Images OWA Policy Tips Service Pack 1 for Office 365 ProPlus 1 TB for OneDrive for Business Office for iPad + 1.1 update Windows Azure Active Authentication SAP and Power BI and Power Query support Lync Online Integrated Reporting DirSync Scoping and Filtering Exchange Online Inactive Mailboxes PDF support for SharePoint Online Admin App for iOS, Android, and WP 90 Day message trace OWA Calendar Search OneDrive for Business Storage increase Power Map for Excel SharePoint Newsfeed App for Windows 8 Office Mobile for iPhone & Android phones Lync meeting scheduling from OWA Rights Management Services OneNote for iPad Exchange Online Address Book Policies Message Center Exchange group naming policy OWA for iPhone & OWA for iPad New SharePoint Workflows Office Lens Power Map GA for all Excel 2013 users OneDrive for Business Sync for Windows Lync Online Remote PowerShell Lync mobile client updates Office 365 Switch Plans OneNote for iPhone and Android phones Azure AD Password Sync Lync and SharePoint Service Reporting Connecting Skype & Lync OneDrive for Business apps for Windows 8 & iOS People View in OWA Office 365 Developer APIs S/MIME Encryption Project Lite released Office Groups Simplified Admin Center experience OneNote for Mac, Android, iPhone, and iPad updates EXO: 50 GB Mailboxes Simplified Yammer login OneDrive for Business Improvements Multi-factor authentication Office Online real-time co-authoring Delve
- 7. 77 OFFICE 365: THE ROAD AHEAD
- 8. 88 Users DirSync Single Sign-on for Yammer
- 9. 99 Users DirSync Single Sign-on for Yammer
- 10. 10 • Access, view and edit Microsoft Word, Excel and PowerPoint documents. • Built with touch control and the iPad's native functionality in mind. • Coming soon to Windows Tablet (too)
- 11. 11 • Check home feed, conversations, groups updates and collaborate with your team wherever you are • View files, notes and see the latest Microsoft Office documents, PDFs, images, and notes that appear in your feed.
- 12. 12 • Voice and video over wireless, rich presence, instant messaging, conferencing, and calling features • Presenters can admit or reject guests that are waiting in the Lobby • Presenters can change Attendees to Presenters, and other Presenters to Attendees
- 13. 13 Access your notebooks across OneDrive and OneDrive for Business faster with new first-run Insert files into a page, open with a double-tap across iPad or iPhone Moving pages and sections around your notebook
- 14. 14 • Browse all your own OneDrive files and files shared with you • Share OneDrive files by inviting people, sending a link, or sending files to another app • Open your OneDrive files in other apps • Quickly get to documents you've recently opened
- 15. 1155 Users DirSync Single Sign-on for Yammer
- 16. 16 All customers will now have the capability to create custom themes for their end users. • Clickable custom logo • Selectable colors for top nav bar, menu icons and text and the Office 365 logo *For representative purposes only.
- 17. 17 • Custom View feature allowing for forms to be customized for SharePoint Lists without InfoPath • New records can be added, edited, or deleted directly in the Custom View. • View author can move the fields around on the view so it looks the way they want.
- 18. 1188 Users DirSync Single Sign-on for Yammer
- 19. 19 Secure cloud based video upload, storage and optimized playback Create, manage, and subscribe to various channels Capture, share, and discover videos from any device • New Office 365 video experience powered by Azure Media Services. • Secure, cloud-based video upload, storage and optimized playback for the enterprise • Create, manage and subscribe to various channels • Capture, share and discover from any device • Powered by Azure Media Services
- 20. 20 • The first app to use the power of the Office Graph • A new way to search and discover content across O365 based on personalized insights. • Delve will be available as a Windows 8 app, as well as in mobile devices and integrated in the Office 365 web experience
- 21. 21 • Office Graph is a underling technology and a suite-wide intelligence fabric that will help you discover and make new connections. • The Office Graph represents a collection of analyzed signals via machine learning, also called insights. These new insights are derived from each users’ behavior, their relationships to content, topics and one another. • Content and signals are captured from Exchange Online, SharePoint Online, and Yammer.
- 22. 2222 Users DirSync Single Sign-on for Yammer
- 23. 23 • Unified experience for group conversations, calendar, and document collaboration • Easily create two types of groups – private groups and public groups • With public groups, conversations are open and discoverable • Create or join groups with ease, from anywhere in Office 365
- 24. 24 • Directly attach a file to email from OneDrive for Business • Users can attach a link to a file that is stored in One Drive for Business • Edit a document and respond to the conversation from the same view in OWA • Side-by-side view of attachments and conversation reduces the need to toggle
- 25. 25 • Refine the search results by sender, date, folder, and attachments • Use search refiners by date, folder or whether there is an attachment to find what you are looking for
- 26. 26 • Less-important email messages are shown in a separate view so they don’t clutter your inbox • Reduces interruptions and keeps important email from being buried • Feedback loop lets you train the system to understand which email messages are low priority
- 27. 2277 Users DirSync Single Sign-on for Yammer
- 28. 28 • New capabilities for Power View to enable predictive analysis such as forecasting and clustering • iOS mobile BI app allow users to connect to reports from iPad • Publish your Reporting Services reports to Power BI • Publish professionally managed data models up to 16 GB to Power BI Power BI support for operational reporting and larger data models Predictive analytics added to Power View
- 29. 29 • Power BI dashboards and KPIs for monitoring business health • New data visualizations and touch-optimized exploration in HTML5 • Power BI mobile apps across devices including iPad and iPhone • New data sources including SalesForce.com, Dynamics CRM, and SQL Server Analysis Services New Visualizations Dashboards
- 30. 3300 Administration DirSync Single Sign-on for Yammer SharePoint Encryption at Rest
- 31. 31 Password Sync Backup for Federated Sign-In This new backup option for Office 365 customers using federated sign-in provides the option to manually switch your domain in a short amount of time during outages such as on- premises power loss, internet connection interruption and any other on-premises outage. Federated identity
- 32. 32 Per-file encryption of content in One Drive and SPO - Rollout in progress FIPS-Compliant solution using 256-bit encryption. E Key Store Public Content: Enterprise grade Cloud Services on the Office blogs
- 33. 33 Allows an administrator to hide/show elements of the Office 365 top navigation that are SharePoint Online related (OneDrive for Business, Yammer and Sites). This is an on/off switch for the tenant. Once hidden, no user can see the element in the top navigation until an administrator enables it again.
- 34. 34 How do you get the new features early • Turn on First Release • Check your messages center 34
- 35. 35 How do you keep up with what’s new? • Follow the office 365 blog • http://portl.me/1mHhtM8 • Check the roadmap • http://portl.me/1yx12Hz 35
- 36. 3366 OFFICE 365: LATEST INCENTIVE PROGRAMS
- 37. 37 Incentives Matrix 37 Organization Size 150 250 500 1,000 Program Offer Trial/Proof-of-concept $4,000 $4,000 $4,000 $4,000 One time offer per account $2,250 $3,750 $7,500 $15,000 Capped at $60k, $5 seat > 1000 seats User Adoption Offer ($15/seat <1000 seats ) Product Migrations SharePoint Online Yammer Lync Office 365 ProPlus $3,500/ workload $14,000 $8,000/ workload $32,000 $8,000/ workload $32,000 $15,000/ workload $60,000 Up to 4 “workloads” are eligible @ $8,000/workload
- 38. 38 Sample Deployments 38 250 Seats 1,000 Seats Program Funding Trial / POC $4,000 Adoption Offer $15,000 Workload Migrations (4) $60,000 Total Funding: $79,000 Program Funding Trial / POC $4,000 Adoption Offer $3,750 Workload Migrations (4) $32,000 Total Funding: $39,750 150 Seats Program Funding Trial / POC $4,000 Adoption Offer $2,250 Workload Migrations (4) $14,000 Total Funding: $20,250
- 39. 3399 OFFICE 365: GETTING STARTED WITH A PILOT
- 40. 40 Key Considerations for a Pilot Define the problem Develop success criteria Scope the pilot program Select the appropriate user types Track, measure and capture feedback 40
- 41. 41 Where to Start With Your Pilot? 41 Client/ Customer Facing Teams Teams Teams Teams Teams Teams Teams Teams Teams Teams Teams Teams HR IT Fin Sales Mktg 2. Marketing Teams: project sites, doc repository. Event planning. 3. Sales: proposals, Contracts, pricing, tools. Support 4. HR: onboarding and benefits. Video library for training 1. Project Teams: project sites, doc repository.
- 42. 42 Case Study Situation 500+ employee consulting firm 30+ offices throughout the US • Currently using share drives for project documents • Looking to improve project team communication and collaboration • Improve knowledge re-use across the organization • Improve overall corporate communication Pilot Scope • Intranet Home Page • Project landing page • Project team site • Contracts document library • Employee license and Certification tracking using User Profile • Pilot email migration 42 $19,000 in Microsoft Incentives
- 43. 4433 Next Steps Get Your Pilot Started! Go to http://www.portl.me/1wTQUnA to request a pilot. Our team will be in contact to get you started.
Editor's Notes
- Thanks everyone for joining us today. Hi, my name is Rick Hinton and I’m VP of sales here at Portal. Joining me is Daniel Cohen-Dumani, founder and CEO of Portal Solutions. Today’s webinar: Microsoft Sweetens the Deal on Office 365. When we talk about “sweetening the deal” we are really referring to both the new functionality they are rolling out as well as some pretty impressive incentives that we will discuss in detail. Before we get started, just a quick housekeeping item: If you have any questions during the presentation please feel free to post them using the question box on the attendee panel that is displayed on the right hand side of your screen. We will collect the questions throughout the session and try to get to as many as we can at the end of the session. [click]
- So, before we jump into the meat the session here today, we’d like to take a very quick, one-question poll to determine your experience level with Office 365. This will help us tailor the presentation a bit. We are going to start the poll now so you should see a question pop up on your screen.
- Just a quick 30 seconds to level set who we are and what we do. Portal Solutions designs and delivers digital workplace solutions using Microsoft technologies. Our legacy has been in the sharepoint space, developing custom sharpoint solutions over the last 11 years, with hundreds of deployments. We have more recently been working with our customers to move them to Office 365, helping them with planning/roadmap, user experience design, technical architecture(particularly around hybrid deployments), implementation and support. We have offices located here in the Washington DC area and Boston. At the end of presentation we will provide some specific on our approach to quickly and cost effectively setting up pilot programs on Office 365. [click]
- Hand over to Daniel
- Streamlined First Run Experience: Access your notebooks across OneDrive and OneDrive for Business faster with a prompt for Microsoft Account and Organizational Account Insert Files: Office documents, PDFs, video/audio files can be inserted into your notes, opened with a double-tap, and shared with AirDrop. Protected Sections: Lock or unlock password-protected sections created in OneNote for Windows. PDF Printouts: Add a PDF printout to any page and then take notes on it in OneNote. Organize better: Move pages and sections around your notebooks to get them organized the way you want.
- Streamlined First Run Experience: Access your notebooks across OneDrive and OneDrive for Business faster with a prompt for Microsoft Account and Organizational Account Insert Files: Office documents, PDFs, video/audio files can be inserted into your notes, opened with a double-tap, and shared with AirDrop. Protected Sections: Lock or unlock password-protected sections created in OneNote for Windows. PDF Printouts: Add a PDF printout to any page and then take notes on it in OneNote. Organize better: Move pages and sections around your notebooks to get them organized the way you want.
- Streamlined First Run Experience: Access your notebooks across OneDrive and OneDrive for Business faster with a prompt for Microsoft Account and Organizational Account Insert Files: Office documents, PDFs, video/audio files can be inserted into your notes, opened with a double-tap, and shared with AirDrop. Protected Sections: Lock or unlock password-protected sections created in OneNote for Windows. PDF Printouts: Add a PDF printout to any page and then take notes on it in OneNote. Organize better: Move pages and sections around your notebooks to get them organized the way you want.
- Gemini 1 introduces an improved Office 365 suite navigation experience and custom theming for all SKUs. Gemini 1 is targeted to launch early June with the following features: Clickable custom logo which enables customers to upload their custom logos and define a custom URL when their end users click on the logo. Color selection from a predefined color palette for the top nav bar and the menu labels. The hover/selection colors and canvas accent colors will automatically change to suit the color theme selected. Please note that the canvas accent colors will not be available across all workloads at launch. Rollout starts with the Office 365 Admin Center, followed by SPO (targeting end of June) and OWA (targeting end of July). Office 365 logo color can also be configurable though the colors are limited to white, black or the color selected for the top nav bar menu labels. FYI, a similar feature to custom theming will also be available shortly after the launch of Gemini 1. End users will not have the ability to personalize their Office 365 workspace. End users will be able to choose from a selection of predefined themes. Admins will have the ability to disable this functionality.
- Replacement for InfoPath
- Delve (Codename Oslo) – Think “Pinterest for the Enterprise” where you can view the most relevant, timely content & connections at any time using O365 including SP, Exchange, Lync, Yammer, and Office. The idea is to tailor and surface the most relevant content for you at any given time from your network. Here is the main blog post (announcements) related to Delve and the SPC14 announcement: SharePoint Server 2013 Service Pack 1 now available
- Office Graph – This powers Delve and represents a collection of analyzed signals via machine learning (aka insights) which are derived from user behavior & relationships. Here are the main blog posts (announcements) related to SPC14: Introducing codename Oslo and the Office Graph
- Purpose With Groups, we can enable collaboration experiences that weren’t possible before. We’ve integrated Group membership across Exchange, SharePoint, and Yammer to deliver a UNIFIED COLLABORATION experience across the suite. Groups have their own Outlook/Yammer conversations, calendar, OneDrive document library, and SharePoint site. REPLACEMENT FOR SHAREPOINT TEAM SITES (As we know them today) Value Easy for end-users to create – right from Outlook, Yammer or SharePoint Two types of Groups - Private Groups and Public Groups Private groups require membership to participate Public groups can be accessed by anyone in the organization Easy to browse, search, and join public groups – i.e., a user can open a colleague’s contact card to see what public groups he/she has joined Groups are consistent across the suite When you add a person to a group, he/she can easily catch up on all previous messages and active calendar events for the group Groups will be completely integrated into mobile apps like OWA for devices Yammer feed and group inbox will show same conversation – this allows all users to work more closely together, whether they live only in email, only in Yammer, or both A user can “subscribe” to a group which means all of the group’s conversations get automatically copied to the user’s personal inbox and all of the group’s calendar items get copied to the user’s personal calendar. Benefits of Public Groups (Note: by default, groups are public) Encourage users to engage in open conversations with other people in the organization This helps users discover new information and new contacts within their organization
- Purpose and Value We’ve integrated OneDrive for Business with Outlook Web App in order to enhance the document collaboration experience from email. This saves users time by keeping them in the context of their inbox and consolidating multiple steps into a single click. When sending an email with an attachment - expected to start rolling out Sep 2014 Users can directly attach a file from OneDrive for Business When attaching a file from their desktop: Users can still send a physical attachment as they do today Or they can automatically upload the file to OneDrive for Business and send a link to this location with a single click. When sending the file as a link, permissions are set automatically so the recipients can immediately begin reviewing and editing the document. Permissions can also be altered right from within Outlook Web App. This also allows users to take advantage of version control in OneDrive for Business and prevent attachment proliferation via email. The link appears as an icon with a cloud on the front. When receiving an email with an attachment: You can now view any Office document using Office Online side-by-side with the original conversation in Outlook Web App Click “Edit copy” – you can edit the document right from within OWA using the Office Online editing tool. A draft response to the original conversation is also created, with the edited version of the document automatically attached. Sending a response with the edited version of the document is now as simple as a single click. If the document is stored in OneDrive for Business, you can take advantage of real-time coauthoring capabilities in Office Online – i.e., easily view who else is working on the document and make your edits along side theirs. Notes: AKA “Modern Attachments” Read the blog to learn more: http://blogs.office.com/2014/03/31/the-evolution-of-email/
- Value: The value of deep personal insights from the Office Graph also shines through in our new Search experience – where we’re making powerful, personalized search accessible to everyone…not just people who understand advanced search. With these personalized search suggestions - everyday search tasks like finding that file from the person you’re working with become faster and more intuitive. New search refiners help users quickly hone in on what they are looking for based on people, whether there is an attachment, which folder it is in, or the date. How it works Search suggestions provide personalized results based on insights from the Office Graph such as a user’s communication history and relationships Search refiners include suggested people and terms are also based on the Office Graph Notes: Blog post will be published closer to availability
- Purpose: People receive a lot of email that clutters up their inbox and distracts them from what’s important. Unlike junk mail which is unsolicited, these messages end up in your inbox as expected, but they’re not very important. The purpose of the clutter view is to keep less-important messages out of your inbox so that you can focus on the important email. Value: Spend less time on unimportant messages and more time on the important ones Quickly clean up unimportant items Mailbox feels less cluttered How it works Clutter uses personal insights from the Office Graph to identify these important conversations and remove others from view The algorithms take multiple factors into consideration to personalize the experience for each user With no effort on a user’s part – they see a cleaner, focused view of the inbox While separate from the inbox, the clutter view is close enough at hand that the user can see what’s going on and quickly access it if he/she wants to How to think about Clutter: Email that falls somewhere between the junk mail folder and the inbox Examples of what may be considered clutter: - A DL that you want to peruse once a week, a survey, a newsletter. If it notices you don’t read those; it will move them to the clutter view. If you start reading certain messages more frequently, it will no longer consider them clutter. Read the blog post to learn more: http://blogs.office.com/2014/03/31/the-evolution-of-email/ Mini-FAQ: Q: What about DLs? (yes) Q: Is it scanning content of message? (yes) Q: Is it a glorified Junk Mail folder? (no. junk mail is unsolicited mail and still gets sorted into the user’s junk mail folder.) It’s Not For Everyone Clutter view is automatically enabled based on user profile; not enabled for users who won’t benefit – i.e., users whose inboxes are always empty Only enabled after “learning” enough information from a user’s activity Targeted at “pillars” who don’t heavily use rules or folders
- With Power BI for Office 365 we are making the following investments: We are continuing to refine Power BI include localization of the Q&A natural language query capability as well as ease of use enhancements to the Power BI Sites. * We are adding new predicative capabilities to Power View, to enable you to perform predictive analysis such as forecasting. We also continue to add Mobile support and are building an iOS mobile BI application that will allow uses to connect to their Power BI sites and stay connected to their favorite reports. We are further enhancing Power BI for BI and IT professional, providing the ability to create pixel perfect operational reports in SQL Server Reporting Services and push them to Power BI. * We are also enabling the ability to publish professionally managed data models up to 16GB of size to Power BI to enable ad-hoc reporting as well as providing additional support for professional features such as role based security and partitioning of the model to load data incrementally.
- Areas of investment for Power BI Power BI dashboards and KPIs – Power BI will provide new capabilities to allow for the creation of live dashboards and easy to create KPIs that can be pinned to the dashboard - from which you can drill into underlying Power View reports for additional detail. New data visualizations – we will introduce a host of new data visualizations for Power BI. eg. Tree Map. Touch optimized data exploration in Power View HTML5 – Power View will gain new touch optimized data exploration features allowing users to explore data more easily on touch devices. Power BI mobile applications – beyond the mobile experiences provide through HTML5 we also continue to invest in providing native mobile apps and will support iPad and iPhone. Support for new data sources such as SalesForce.com and Dynamics CRM – new data sources will be added such as SalesFoce.com and tighter integration with CRM online. Support for SQL Server Analysis Services – Power Query will support SQL Server Analysis Services as a data source. Power BI will also support interactive query directly to SQL Server Analysis services on-premises. This will allow organizations to managing and maintain their existing Analysis Services models without having to move their data to the cloud. Users will be able to view and explore their data from Power View in Power BI and the system will directly connect and query against SQL Server Analysis Service on-premises.
- Target Availability: May 2014 SKU: M; E1; E3; E4; A2; A3; A4; G1; G3; G4 Channels: Direct; Syndication/MOSI
- Game changer for security Encryption in transit: across the board. SSL/TLS (our own not OSSL) In addition to the disk-level encryption with BitLocker, OneDrive for Business and SharePoint will provide per-file encryption. With this technology, every file stored in SharePoint Online and OneDrive for Business is encrypted with its own key, and subsequent updates to the file are each encrypted with their own unique key as well. In the case of large files, the files are split into chunks and each individual chunk has a separate encryption key. Your organization’s files will be distributed across multiple Microsoft Azure storage containers, each with separate credentials, rather than storing them all in a single database. Further, the encryption keys themselves are encrypted. By spreading encrypted files across storage locations and physically separating master encryption keys from both content and the file map, OneDrive for Business/SharePoint Online encryption provides a highly secure environment for your data.
- Allow to hide some of the navigation on a per tenant basis
- Check important URLs at the end of the deck
- Trial/POC – This is flat $4,000 to use to defray any partner services to help set up pilot. Requires registration through Microsoft’s “FastTrack” program. User Adoption Offer – With the user adoption offer you can select to take the money use to defray implementation services provided by a Microsoft partner or you have the option to use Microsoft’s new Office 365 Onboarding Center to handle you email migration. This is a new service whereby Microsoft will take responsibility for your email migration. Eligibility to use the Onboarding Center for your email migration does depend on your current email solution and how it is configured. Unfortunately we won’t have enough time in this webinar to discuss all the potential permutations, but we’d be happy to have an offline conversation and take you through it. Product Migrations - So beyond the email migration there are incentives for you to roll out certain products or “workloads” as Microsoft calls them. The products include SharePoint Online, Yammer, Lync and Office 365 Proplus. Now Proplus is the plan that includes all the productivity applications: Access, Excel, InfoPath, OneNote, Outlook, PowerPoint, Publisher, and Word. Up to 4 of the products list here are eligible, so you could secure up to the totals indicated here if you roll out all 4. Keep in mind that the product migration does not include email and whatever product you may deploy under the User Adoption offer. So, let’s say for example that you take the adoption offer dollars and use them for adoption services for a SharePoint Online deployment. You can’t “double dip” and use the $8k Product Migration incentives for SharePoint Online. You could add Yammer and Lync and get $8k for each. Also keep in mind that a successful product migration must result in active usage.
- Define the problem – this is critical as you want to be as specific as you can with this. Something like “improving customer response time”. In this case customers could be internal or external. Think about marketing supporting field sales with more comprehensive and easier to find sales collateral. The problem is the reps can’t find what they need when they need it. It is critical that you document you basic hypothesis and series of assumptions. Develop success criteria - Also need to be specific with this as well. An example would be: project teams are reducing review cycles on deliverables by days, which improves responsiveness and customer satisfaction. Scope the pilot program – In order to be able to provide and adequate level of support, scope the size of the pilot to make it manageable. Pick a functional area and geography and “champion” with an open mind and curious about opportunities. Also, the pilot scope may include testing out specific technical concerns like bandwidth in overseas, remote office. Select the appropriate user group – It’s best to apply the “Goldie Locks” principle - not power users, not luddites. Also relevant to what we are discussing today in terms of capabilities – you want to test out a broad set of functionality. With Office 365 it’s the integration of content, collaboration and communication. So when thinking about use cases, think about those where the breadth of functionality with be put to the test. Track, measure and capture feedback - Use observation as well as surveys and interviews. Create support help desk to quickly address any technical issues, provide functional guidance to minimize frustration.