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Making Office 365 Work: Best Of Ignite Edition

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Office 365 and SharePoint are evolving fast. A few years ago many of us may have begun modernizing our SharePoint environments - planning an upgrade or a migration to SharePoint 2013 or even SharePoint Online. Since that time many things have changed in both SharePoint Server and Office 365, not to mention within our organizations. New services have been added, and many of those services are improving with each passing month. What approaches, strategies and rollout models are other organizations using? What can we learn from their successes?

Join us for this facilitated and interactive discussion where instead of just looking forward based on the industries most recent announcements, we look back into key changes that we all need to understand better. This discussion will be facilitated by Richard Harbridge, a Microsoft MVP, and internationally recognized expert on Office 365 and SharePoint. Together we will discuss what has changed in the past few years for developers, IT professionals, and SharePoint leads while exploring how organizations are leveraging these services in different ways today.

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Making Office 365 Work: Best Of Ignite Edition

  1. 1. MAKING OFFICE 365 WORK: BEST OF MICROSOFT IGNITE 2017 Presented By: Richard Harbridge (@RHarbridge) #BestOfIgnite
  2. 2. @RHarbridge #SPSNH RICHARD HARBRIDGE My twitter is @RHarbridge, I’m super friendly & I am proud to work at 2toLead. CTO & MVP | SPEAKER & AUTHOR
  3. 3. DIGITAL WORKPLACE STRATEGY… Great, we know who you are Richard, but what do you do on a daily basis? - Intranets? - Extranets? - Departmental Portals? - Project Sites & Team Sites? - Enterprise Social Networks? - Document Management? - Records Management? - Process Improvement? - Centers Of Excellence & Technology Adoption? - And much more….
  4. 4. ARE YOU READY FOR TODAY’S DEMANDS? We want to tackle and be ready for tomorrow’s demands, but we are struggling with the demands of today.
  5. 5. MICROSOFT 365 What's Changed & Why Does It Matter?
  6. 6. MICROSOFT 365… Provides a universal (and enterprise ready) toolkit for teamwork, collaboration and productivity.
  7. 7. MULTI GEO SUPPORT… Multi-Geo search and services stores data locally in a region and ensures data remains in that region if desired. Combine this with site level conditional access.
  8. 8. MORE SERVERS & OFFICE… SharePoint, Exchange, Skype For Business Server & Office 2019 are all announced. This means more releases in mid 2018 and much more on hybrid!
  9. 9. FREE MIGRATION TOOLING… Quickly migrate your list and library items with a new lightweight migration tool. Get started using it in preview now! http://aka.ms/spmt
  10. 10. INTRANETS What's Changed & Why Does It Matter?
  11. 11. Private by default BEYOND THE INTRANET… The modern digital workplace and Intranet has a continually increasing number of digital spaces or ‘sites’ where content is stored and shared.
  12. 12. Vendor agreements Legal portal Regional partner outreach Policies Customer Event planning HR Quarterly reports Company-wide Benefits Acquired sales Eco Adventure Travel Programs Customer connections Travel innovation SalesRegional sales Recognition & rewards EMEA sales Expense tracker Cultural Big wins Benefits planning New hires EMEA Records center The modern digital workplace and Intranet has a continually increasing number of digital spaces or ‘sites’ where content is stored and shared.
  13. 13. Vendor agreements Legal portal Regional partner outreach Policies Customer Event planning HR Quarterly reports Company-wide Benefits Acquired sales Eco Adventure Travel Programs Customer connections Travel innovation Sales Regional sales Recognition & rewards EMEA sales Expense tracker Cultural Big wins Benefits planning New hires EMEA Records center The modern digital workplace and Intranet has a continually increasing number of digital spaces or ‘sites’ where content is stored and shared.
  14. 14. When designing news, leadership or even events pages we can take advantage of new and improved authoring experiences. Team news can be complimentary. INTRANETS…
  15. 15. When designing news, leadership or even events pages we can take advantage of new and improved authoring experiences. Team news can be complimentary. INTRANET CONTROLS…
  16. 16. NEW HUB SITES & TEMPLATES… Team sites and communication sites will roll up into hub sites. This allows modern rich sites for all but the homepage and special situations.
  17. 17. Easily create powerful, beautiful looking pages WYSIWYG authoring Multi-column sections Drag/ drop editing RTE & Paste support OOB web parts Page Templates INTRANETS… Fast and improved news authoring will build on what is already available. Microsoft will provide new client side web parts and site templates.
  18. 18. Web Parts and Toolbox INTRANETS… Fast and improved news authoring will build on what is already available. Microsoft will provide new client side web parts and site templates.
  19. 19. By centralizing and governing the creation of ‘spaces’ or sites we can improve content organization drastically with things like default metadata and templates. HOW CAN WE BUILD SITES BETTER?
  20. 20. NEW DESIGNS & TEMPLATES… The ability to add custom themes, set a default site design, add additional site designs, scope site designs to users, and more!
  21. 21. Targeted embedding of Yammer or your enterprise social platform in key parts of the Intranet, and digital workplace are provided by your org and MSFT. YAMMER INTEGRATION…
  22. 22. BETTER YAMMER INTEGRATION… The Yammer client web part is better than ever!
  23. 23. Your Intranet is responsive by design, but you could also enable better site experiences on mobile devices. Extending team or departmental news reach. INTRANETS…
  24. 24. INTRANETS… Capabilities like bookmarking, notifications, and more help you not only stay up to date, but follow up when a better time is available.
  25. 25. ENTERPRISE CONTENT MANAGEMENT What's Changed & Why Does It Matter?
  26. 26. Intelligent queries, predictive indexing, sort view by indexed column (like date), and in the future auto index logic will work for libraries larger than 20,000. SHAREPOINT ONLINE LIMITS…
  27. 27. Smart filters chosen by default, pin columns you filter often, thumbnail-centric library view, inline contextual information panel, and simple move/copy gestures. MODERN LIBRARIES & LISTS…
  28. 28. Connect to/from document libraries, route, alert, & set actions. Moving document attachments from email & use teams to establish email addresses for library folders. FLOW FOR DOC MANAGEMENT…
  29. 29. Helps users focus on files that are pending, incomplete, or otherwise need Attention. Response to required properties in modern UI being too “soft”. ATTENTION VIEWS…
  30. 30. Conditional Formatting Action Links Flow Buttons Data Visualizations Apply styling to a field, depending on that field’s value or range of values Create a hyperlink to another page or Web address, based on the value in the field Create a button that kicks off a Flow on the corresponding item Use icons and CSS to decorate fields with visual indications of trends and progress Column formatting can use scenario patterns to apply a format to SharePoint views making it easier to differentiate key information. COLUMN FORMATTING…
  31. 31. Tap allows consume section of document in other documents via search. Can also insert Metadata as quick parts. Word SharePoint properties panel. View and edit document metadata directly inside Word 2016 on Windows. (Tap isn’t in Canada yet). WORD INTEGRATION…
  32. 32. Configure labels and document retention across the suite. IMPROVED COMPLIANCE…
  33. 33. SEARCH What's Changed & Why Does It Matter?
  34. 34. Relevancy has historically been based on general criteria like the date or how popular an item is. How well results match compared to the rest of the index. SEARCH BASED ON POPULARITY…
  35. 35. Today search leverages personal activity and provide search results based on your behavior, not just popularity or metadata. Suggests content to save time. PERSONALIZED & BEHAVIOUR…
  36. 36. Familiar, fast, rich experience for users accustomed to using their Windows to find what they are looking for. Local and O365 blended results. SEARCH BEYOND THE BROWSER…
  37. 37. Bing for business allows you to combine public and enterprise search in a powerful way. Finally providing a potential option for one search box. SEARCH BEYOND THE ENTERPRISE…
  38. 38. Search is about more than just documents. Capture whiteboards, business cards, maps, screenshots, receipts, x-ray images, and more and watch it index. BEYOND DOCUMENTS…
  39. 39. Coming soon the questions users ask can be used directly and search will deliver the answer naturally to users. QUESTION AND ANSWER…
  40. 40. DISCUSSIONS & CHATS What's Changed & Why Does It Matter?
  41. 41. DISCUSSIONS & CHATS… We might do bulk IM messages, reply all emails, or if you are lucky you might have some discussion boards.
  42. 42. Today we have a better set of IM and ad-hoc discussion tools, orgs are using Office 365 Groups and Yammer to improve distribution lists and discussion boards. DISCUSSIONS & CHATS…
  43. 43. Office 365 Groups Outer LoopInner Loop Files Sites Content SharePoint Where should we start a dialog? Shifting more and more away from email where possible and into Teams and Yammer for our daily communication needs. DISCUSSIONS & CHATS…
  44. 44. Microsoft Teams provides a way to work in a team focused hub that is persistent. Teams integrates with the other convo tools while improving on the experience. Teams DISCUSSIONS & CHATS…
  45. 45. Even Outlook is becoming more actionable and integrated. Less about notification and more about taking action that is streamlined. This is also true in Teams. DISCUSSIONS & CHATS…
  46. 46. MEETINGS What's Changed & Why Does It Matter?
  47. 47. HOWWECONDUCT MEETINGSHASCHANGED… The way we manage meetings, the way we collaborate in meetings has always been something that we could improve.
  48. 48. More people can participate, on more devices, from more places.
  49. 49. @RHARBRIDGE Record your meetings, make them available to staff in you team, site or in O365 videos. Go beyond the meeting recording with Office MIX https://mix.office.com/
  50. 50. Meetings when conducted and recorded are closed captioned, this also allows you to search against the full transcript to jump to that moment in the video. MODERN MEETINGS WITH TEAMS…
  51. 51. FORMS & PROCESS What's Changed & Why Does It Matter?
  52. 52. FORMS & PROCESSES… We may have built forms in previous tools but they were not mobile enabled and are often challenging to update or improve. No new versions. Supported to 2026.
  53. 53. FORMS & PROCESSES… We are working to begin modernizing many of our custom applications, forms and solutions so that they are mobile enabled, available where users are, etc. 2. They are easy to share. 1. PowerApps are “easy” and intuitive to build. Point to the data you want and create. 3. Users can build an app from templates. 4. They are “mobile first” forms that support multiple data sources beyond SharePoint.
  54. 54. SurveysCustomer Profile Collection Customer Profile Collection Employee Satisfaction Survey Event Feedback Organizing Team Activities Quizzes Classroom Quizzes and Assessments HR Training PollsQ&A Town Hall Q&A Presentation Polling Ideation Information Gathering Partnership Application Organizing Team Activities Event Registrations MICROSOFT FORMS… There are many uses for Microsoft forms alongside PowerApps and Flow.
  55. 55. PowerApps that solve business challenges are added directly into SharePoint. Better experiences for common flow activities like approvals are leveraged. FORMS & PROCESSES… Teams
  56. 56. PowerApps Web Part can make it easy to add PowerApps to a page for many common form scenarios throughout your Intranet, teams and sites. FORMS & PROCESSES… Teams
  57. 57. Flow itself isn’t just for templating common scenarios. We can also prompt for information, and you will see it more integrated in SharePoint moving forward. FORMS & PROCESSES… Teams
  58. 58. ACCESS & CONTROL What's Changed & Why Does It Matter?
  59. 59. MANAGING ACCESS & CONTROL… While core documents are managed and controlled many other places like team or departmental collaboration suffer from permission challenges.
  60. 60. MANAGING ACCESS & CONTROL… We use dynamic groups with membership defined as a rule, rather than as a static list of members. We expire groups (if need not attested). Expiring Groups Admins set a duration after creation when group owners need to attest the continuing need for their group. Else it’s deleted. One Identity Azure Active Directory (AAD) is the master for group identity and membership across Office 365 (Exchange, SharePoint, Yammer, Teams, Planner, Power BI, etc.)
  61. 61. MANAGING ACCESS & CONTROL… Throughout the Office 365 experience for SharePoint or OneDrive content access control is readily available and easy to understand as an end user.
  62. 62. MANAGING ACCESS & CONTROL… Make it easy to manage access and ensure the wrong kind of sharing doesn’t take place – whether internal or external.
  63. 63. Better site management at a service level makes this easier to target and notify owners based on site activity, classifications, sharing status or more. MANAGING ACCESS & CONTROL…
  64. 64. EXTERNAL COLLABORATION What's Changed & Why Does It Matter?
  65. 65. EXTERNAL COLLABORATION… External access may have involved significant effort for onboarding, user management, access control, and we had unsanctioned tools popping up.
  66. 66. EXTERNAL COLLABORATION… We have an effective SharePoint Extranet strategy with many sites while also providing lower friction options for specific users if needed.
  67. 67. 1. Notifications To Track Access 2. They Can See All Files In One Place 3. Per Group – Sharing Controls… 4. Much More! EXTERNAL COLLABORATION… There is a lot of additional control, extensibility, and more options coming to Office 365 and Azure that enrich the external collaboration story.
  68. 68. WORK MANAGEMENT What's Changed & Why Does It Matter?
  69. 69. WORK MANAGEMENT… We have had the need to manage tasks for ages, the issues we thought were aggregating tasks and making it easier to manage them. Turns out the biggest gap was actually collaborating on tasks (not working on your own).
  70. 70. WORK MANAGEMENT… Now we have a modern task management experience focused on easier collaborative task management.
  71. 71. Significant enhancements are coming for Planner such as templating, integrating it with To-Do, and Project Online over time. WORK MANAGEMENT…
  72. 72. PROFILES & EXPERTISE What's Changed & Why Does It Matter?
  73. 73. PROFILES & EXPERTISE… Typically we would customize profiles to try and make them even more useful. OOTB was basic, the main issue was people not filling them out.
  74. 74. PROFILES & EXPERTISE… Instead of custom profiles we now have rich profiles where new functionality is continually added. About more than just the user details.
  75. 75. PROFILES & EXPERTISE… Profiles are embedded in more places. Instead of just a contact they now surface activity of that user (recent documents today, more in the future).
  76. 76. PROFILES & EXPERTISE… Tools already monitor your directory for information that is missing, incorrect or out-of-date. Pro-actively reaching out to users.
  77. 77. PROFILES & EXPERTISE… …Don’t forget that there are more improvements coming from strategic investments like Microsoft’s in LinkedIn that can improve the expertise story.
  78. 78. ANALYTICS What's Changed & Why Does It Matter?
  79. 79. We have had analytics, but only administrators or really advanced users could get them, and even then the format and usability was low. ANALYTICS…
  80. 80. Analytics are now integrated into key experiences to help users improve, understand, and take action. They are brought to the surface. ANALYTICS…
  81. 81. Organizations and leaders are piloting and exploring merging models of individual productivity analytics and organizational analytics that are very rich today (E5). ANALYTICS…
  82. 82. Far more is tracked today than ever before, and better reporting is continually being made available to help make sense of all this data. ANALYTICS…
  83. 83. http://Office365Metrics.com contains guidance on ways to measure Office 365 & samples of common business impacts it can drive. ANALYTICS…
  84. 84. ANALYTICS… The trend for surfacing more actionable analytics to teams, and users will continue.
  85. 85. ANALYTICS… Workplace Analytics (now available for orgs with over 5k users) is already driving better guidance for all organizations based on analytics available.
  86. 86. CLOSING & ROADMAPS What's Changed & Why Does It Matter?
  87. 87. Keep an eye on what’s coming! There is even more to be announced next year! PAGES ROADMAP…
  88. 88. Keep an eye on what’s coming! There is even more to be announced next year! SITE OWNERS ROADMAP…
  89. 89. Keep an eye on what’s coming! There is even more to be announced next year! SHAREPOINT ADMINS ROADMAP…
  90. 90. Keep an eye on what’s coming! There is even more to be announced next year! CONTENT SERVICES ROADMAP…
  91. 91. Keep an eye on what’s coming! There is even more to be announced next year! BUSINESS SOLUTIONS ROADMAP…
  92. 92. What if we look at our own organizations technology radar? Inspired by StepTwo’s Digital Workplace Radar Landed (Now to 6 Months) Circling (6-24 Months+) In Flight (Future) WHAT DOES YOUR TECHNOLOGY RADAR LOOK LIKE?
  93. 93. Getting AD Integrated Exchange Migration Outlook & Office Migration (Pro Plus) Skype For Business Intranet Social (Yammer) Extranet OneDrive For Business SharePoint For Document Management Team Site Deployment Every organization’s journey is a little different, but often follow a similar path to getting more out of Office 365. What do you need to plan for? Mandatory Popular Situational Strategic Few Trust The Cloud WHAT DOES YOUR TECHNOLOGY RADAR LOOK LIKE? MSFT Stream (Video)
  94. 94. Thank You! J.Boye’samazingteamformakingthispossible. 100+AwesomePresentationsAt.. Slideshare.Net/RHarbridge 300+PagesOfWhitepapersAt.. 2toLead.com/Whitepapers WhenToUseWhat.com Office365Intranets.com Office365Metrics.com Office365Campaigns.com Office365Extranets.com Office365Resources.com Message Me On LinkedIn or Email Richard@2toLead.com CTO & MVP | SPEAKER & AUTHOR | SUPER FRIENDLY Let’s connect and find ways to do more and work together.

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