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A day in the life of an Office
365 Power User
Serge Tremblay
Strategic advisor Collaboration
New York City
Saturday, July 28, 2018
Microsoft, 11 Times Square
7 8th Ave, New York,
NY 10036
Who is Serge Tremblay?
serge.tremblay@victrix.ca
Meet Albert, Office 365 Power User
Meetings (1 per month)(and answer if
required)
• Check his agenda
• Content review for a Microsoft Teams
workshop
A DAY IN A LIFE OF ALBERT AN OFFICE 365 POWER USER
OFFICE 365 POWER USER JOB DESCRIPTION– An Office 365 Power User is someone that:
• Is eager to learn new Technology
• Likes to talk to people
• Likes to teach and share knowledge
• Likes to answer questions
• That will do more than a regular user with the same tools
Is this a full time Job?
• It could be, but does not
have to be!
• Examples of Soft Skills:
• Communication
• Flexibility
• Leadership
• Motivation
• Patience
• Persuasion
• Problem Solving Abilities
• Teamwork
• Time Management
• Work Ethic
Citizen developper
Source:
https://tracyvanderschyff.com/2017/11/10/the-rise-of-
the-citizen-developer/
What tools are we going to cover?
• SharePoint
• Microsoft Teams
• Microsoft Forms
• Power Apps
• Flow
SharePoint Classic Vs Modern
Classic Team site Modern Team site
SharePoint Modern page banner images
• Not all images will work well for modern pages banner
images or hero Web Part
Tips 1: Building Hero WebPart Images
Tips 1: Use Hero WebPart Jigsaw
Source: https://medium.com/@smcollier/hero-webpart-jigsaws-ad59f52deb91
Jigsaw can also be used for the banner
images
Before
After
Tips 2: SharePoint Column Formating
• Modern list has introduced a Column formating option
• In order to add formating to your column you will need to
learn JSON 
• Fortunatelly there are many samples available to help you
get started 
• All you need to do is copy, paste and pray!
Conditionnal Formating Before/After
Before
After
Tips 2: Adding Column formating
• Go to http://bit.ly/DemoColumnFormatting
• Copy JSON for type of format
• .Edit column settings, Format this Column,
paste code and save!
You can do more with Code!
• But you need a developper
Tips 3: Add Web site Tab for http sites
• With Microsoft Teams, you
can add Web site Tabs
• Unfortunatelly
it only works with https
• You can use short url tools like
bit.ly, tinyurl to create an https
link for the original link
Microsoft Teams Private channels
• Private channels do not exist
• It’s a request on User Voice
• https://microsoftteams.uservoice.com/forums/555103-
public/suggestions/16911079-support-for-private-channels
• Every members of a Team have access to all the content of
the Team
• You can create a Channel and create a tab to a secured
document library
Tips 4: Create a private library in Teams
Channel
• Browse to the SharePoint site associated to your Team
• Create a New SharePoint group
• Create a new document library
• Break permission inheritance to the new library
• Remove unwanted groups
• Grant permission to the new group
• Add a document tab to your Team for the new library
Create a new SharePoint group
• Access your SharePoint site from Microsoft Teams
• Create a new SharePoint group
• Add member to the new Office 365 group
Create a new document library and
break permission inheritance
• Create a new Document library in the SharePoint site
• Break permission inheritance on the document librar
• Remove permission to Visitors and Members group on the
document library
Break permission inheritance
• Break permission inheritance on the document library
• Remove permission to Visitors and Members group on the
document library
Grant permission, add a tab and test
• Grant permission to the new SharePoint group on the
document library
Add a tab to your Channel and Test
• Add a new tab to the document library on your Team’s
channel
• Test to confirm that it works
Tips 5: Use One NoteBook per Team
• Add a OneNote Tab to the General Channel (it will create a
new NoteBook by default)
• Consider using the format Team’sName Notes, as this name will also be used for
the name of your Team’s NoteBook
• In your new NoteBook create sections for each channel’s name
• Add a OneNote tab to each Channel by selecting use an existing NoteBook
• Browse in your Team’s Notebook to find the section for your Channel
• Repeat for each channels
• Once your Notebook is opened in Teams, click on Open in OneNote, this will
synchronize your notes to a local copy of your NoteBook, making them
available to work Offline
Private Notes in Teams
• Create a private document library
• Create a NoteBook in the private library
• Add a OneNote Tab to your Channel
• Browse NoteBooks, select you new NoteBook and Save
What is Microsoft Forms
Source: https://support.office.com/en-us/forms
• My Forms are personnal
and will be deleted with
your account
• Group forms are shared
with all the members of
your Office 365 Group and
will stay after your account
is deleted
My Forms VS
Group Forms
Note: Under Recent group forms, you will see only the group
forms that you have edited or created.
Tips 6: Create group Forms
From Microsoft Teams Client From a SharePoint Team Site
At the time of this conference, forms for Excel are not available in Communication sites
Links about Microsoft Forms
• https://support.office.com/en-us/forms
• https://flow.microsoft.com/en-
us/connectors/shared_microsoftforms/microsoft-forms/
• https://collab365.community/ultimate-guide-microsoft-
forms/
• https://www.lynda.com/Microsoft-Forms-tutorials/751153-
0.html
Power Apps
• Can be used to customize
SharePoint Online modern list
forms
• Can be used to create custom
application for different
platforms
Tips 7: Customize SharePoint list Form
• Customize a modern list form
• Removed unwanted columns from your form
• Created, created by, modified, Modified by
• Change the layout for 2 columns
• Add an image on top of the form
• Change the background color of the form
• Add text separator in the form
• Add a hidden comments/documentation page
• Save and publish your form
Learn PowerApps
Source: https://www.youtube.com/playlist?list=PLCGGtLsUjhm2bonhBZuEhZU72QkFjOpc6
PowerApps links
• https://docs.microsoft.com/en-
us/powerapps/maker/canvas-apps/customize-list-form
• https://docs.microsoft.com/en-
us/powerapps/maker/canvas-apps/sharepoint-form-
integration
• https://docs.microsoft.com/en-us/powerapps/
• https://powerapps.microsoft.com/en-us/blog/separate-
custom-forms/
List Forms customization Step 1
PowerApps design Canvas
How to hide Fields
UnSelect the unwanted
fields
Show in Two columns
Add image to the Media library
Add image to your form
• Select your form and make some space on the top
• Insert Media image
• Select your image from the gallery
Final form
Document your App
• Insert a new Blank screen
• Rename the screen to Documentation
• Insert a rich text editor control
• Document your solution
Save and publish your App
Is Flow for everyone?
• Microsoft Flow is the People Flow
• Logic Apps is the Corporate Flow
• Create flow from Power Apps Studio
• Start from a template or start from scratch?
• Personnal Flow VS Team Flow
• A personnal flow can become a Team flow by sharing ownersip
• Beware of Connection account in your flow
Many Flow templates are available
Tips 8: Add a flow to an existing list
• In your SharePoint Modern list click: Flow/Create a flow
• Select the following template
• Send a customized email when a new SharePoint list item is added
• Make sure the connections are good
• This is where you could use a service account instead of your personnal account
• Click continue
• You could customize the email, but for now just click Save
• Go to your SharePoint list and create a new item
• Check your Email!
Flow Links
• https://docs.microsoft.com/en-us/flow/guided-
learning/get-started
• https://docs.microsoft.com/en-us/flow/getting-started
• https://docs.microsoft.com/en-us/flow/limits-and-config
Adding a flow to a SharePoint List
Configure the flow
Add a new item to the list and check
your Email
• Lean
• Practice
• Share
• Teach
• Document you new apps
EVALs / PRIZES
Bring all items to the 6th Info Desk
• Bingo Cards = how you win prizes
at the end of the event.
• The cards must be stamped by
ALL the Sponsors by the last
session (4pm)
• Fill out speakers evaluations
(located in the front of the rooms
• Fill out the event evaluations And more …
Surface Go
Xbox One X
Thank You
EVENT Sponsors
We appreciated you supporting the
New York SharePoint Community!
• Diamond, Platinum, Gold, & Silver have tables
scattered throughout
• Please visit them and inquire about their products
& services
• To be eligible for prizes make sure to get your
bingo card stamped by ALL sponsors
• Raffle at the end of the day and you must be
present to win!
Beer Authority
300 W 40h St
[across the street]
Join us for a round of drinks
http://www.beerauthoritynyc.com
Questions

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A day in the life of an office 365 power user

  • 1. A day in the life of an Office 365 Power User Serge Tremblay Strategic advisor Collaboration New York City Saturday, July 28, 2018 Microsoft, 11 Times Square 7 8th Ave, New York, NY 10036
  • 2. Who is Serge Tremblay? serge.tremblay@victrix.ca
  • 3. Meet Albert, Office 365 Power User Meetings (1 per month)(and answer if required) • Check his agenda • Content review for a Microsoft Teams workshop A DAY IN A LIFE OF ALBERT AN OFFICE 365 POWER USER OFFICE 365 POWER USER JOB DESCRIPTION– An Office 365 Power User is someone that: • Is eager to learn new Technology • Likes to talk to people • Likes to teach and share knowledge • Likes to answer questions • That will do more than a regular user with the same tools
  • 4. Is this a full time Job? • It could be, but does not have to be!
  • 5. • Examples of Soft Skills: • Communication • Flexibility • Leadership • Motivation • Patience • Persuasion • Problem Solving Abilities • Teamwork • Time Management • Work Ethic Citizen developper Source: https://tracyvanderschyff.com/2017/11/10/the-rise-of- the-citizen-developer/
  • 6. What tools are we going to cover? • SharePoint • Microsoft Teams • Microsoft Forms • Power Apps • Flow
  • 7.
  • 8. SharePoint Classic Vs Modern Classic Team site Modern Team site
  • 9.
  • 10. SharePoint Modern page banner images • Not all images will work well for modern pages banner images or hero Web Part
  • 11. Tips 1: Building Hero WebPart Images
  • 12. Tips 1: Use Hero WebPart Jigsaw Source: https://medium.com/@smcollier/hero-webpart-jigsaws-ad59f52deb91
  • 13. Jigsaw can also be used for the banner images Before After
  • 14.
  • 15. Tips 2: SharePoint Column Formating • Modern list has introduced a Column formating option • In order to add formating to your column you will need to learn JSON  • Fortunatelly there are many samples available to help you get started  • All you need to do is copy, paste and pray!
  • 17. Tips 2: Adding Column formating • Go to http://bit.ly/DemoColumnFormatting • Copy JSON for type of format • .Edit column settings, Format this Column, paste code and save!
  • 18. You can do more with Code! • But you need a developper
  • 19.
  • 20. Tips 3: Add Web site Tab for http sites • With Microsoft Teams, you can add Web site Tabs • Unfortunatelly it only works with https • You can use short url tools like bit.ly, tinyurl to create an https link for the original link
  • 21.
  • 22. Microsoft Teams Private channels • Private channels do not exist • It’s a request on User Voice • https://microsoftteams.uservoice.com/forums/555103- public/suggestions/16911079-support-for-private-channels • Every members of a Team have access to all the content of the Team • You can create a Channel and create a tab to a secured document library
  • 23. Tips 4: Create a private library in Teams Channel • Browse to the SharePoint site associated to your Team • Create a New SharePoint group • Create a new document library • Break permission inheritance to the new library • Remove unwanted groups • Grant permission to the new group • Add a document tab to your Team for the new library
  • 24. Create a new SharePoint group • Access your SharePoint site from Microsoft Teams • Create a new SharePoint group • Add member to the new Office 365 group
  • 25. Create a new document library and break permission inheritance • Create a new Document library in the SharePoint site • Break permission inheritance on the document librar • Remove permission to Visitors and Members group on the document library
  • 26. Break permission inheritance • Break permission inheritance on the document library • Remove permission to Visitors and Members group on the document library
  • 27. Grant permission, add a tab and test • Grant permission to the new SharePoint group on the document library
  • 28. Add a tab to your Channel and Test • Add a new tab to the document library on your Team’s channel • Test to confirm that it works
  • 29.
  • 30. Tips 5: Use One NoteBook per Team • Add a OneNote Tab to the General Channel (it will create a new NoteBook by default) • Consider using the format Team’sName Notes, as this name will also be used for the name of your Team’s NoteBook • In your new NoteBook create sections for each channel’s name • Add a OneNote tab to each Channel by selecting use an existing NoteBook • Browse in your Team’s Notebook to find the section for your Channel • Repeat for each channels • Once your Notebook is opened in Teams, click on Open in OneNote, this will synchronize your notes to a local copy of your NoteBook, making them available to work Offline
  • 31. Private Notes in Teams • Create a private document library • Create a NoteBook in the private library • Add a OneNote Tab to your Channel • Browse NoteBooks, select you new NoteBook and Save
  • 32.
  • 33. What is Microsoft Forms Source: https://support.office.com/en-us/forms
  • 34. • My Forms are personnal and will be deleted with your account • Group forms are shared with all the members of your Office 365 Group and will stay after your account is deleted My Forms VS Group Forms Note: Under Recent group forms, you will see only the group forms that you have edited or created.
  • 35. Tips 6: Create group Forms From Microsoft Teams Client From a SharePoint Team Site At the time of this conference, forms for Excel are not available in Communication sites
  • 36. Links about Microsoft Forms • https://support.office.com/en-us/forms • https://flow.microsoft.com/en- us/connectors/shared_microsoftforms/microsoft-forms/ • https://collab365.community/ultimate-guide-microsoft- forms/ • https://www.lynda.com/Microsoft-Forms-tutorials/751153- 0.html
  • 37.
  • 38. Power Apps • Can be used to customize SharePoint Online modern list forms • Can be used to create custom application for different platforms
  • 39. Tips 7: Customize SharePoint list Form • Customize a modern list form • Removed unwanted columns from your form • Created, created by, modified, Modified by • Change the layout for 2 columns • Add an image on top of the form • Change the background color of the form • Add text separator in the form • Add a hidden comments/documentation page • Save and publish your form
  • 41. PowerApps links • https://docs.microsoft.com/en- us/powerapps/maker/canvas-apps/customize-list-form • https://docs.microsoft.com/en- us/powerapps/maker/canvas-apps/sharepoint-form- integration • https://docs.microsoft.com/en-us/powerapps/ • https://powerapps.microsoft.com/en-us/blog/separate- custom-forms/
  • 44. How to hide Fields UnSelect the unwanted fields
  • 45. Show in Two columns
  • 46. Add image to the Media library
  • 47. Add image to your form • Select your form and make some space on the top • Insert Media image • Select your image from the gallery
  • 49. Document your App • Insert a new Blank screen • Rename the screen to Documentation • Insert a rich text editor control • Document your solution
  • 50. Save and publish your App
  • 51.
  • 52. Is Flow for everyone? • Microsoft Flow is the People Flow • Logic Apps is the Corporate Flow • Create flow from Power Apps Studio • Start from a template or start from scratch? • Personnal Flow VS Team Flow • A personnal flow can become a Team flow by sharing ownersip • Beware of Connection account in your flow
  • 53. Many Flow templates are available
  • 54. Tips 8: Add a flow to an existing list • In your SharePoint Modern list click: Flow/Create a flow • Select the following template • Send a customized email when a new SharePoint list item is added • Make sure the connections are good • This is where you could use a service account instead of your personnal account • Click continue • You could customize the email, but for now just click Save • Go to your SharePoint list and create a new item • Check your Email!
  • 55.
  • 56. Flow Links • https://docs.microsoft.com/en-us/flow/guided- learning/get-started • https://docs.microsoft.com/en-us/flow/getting-started • https://docs.microsoft.com/en-us/flow/limits-and-config
  • 57. Adding a flow to a SharePoint List
  • 59. Add a new item to the list and check your Email
  • 60. • Lean • Practice • Share • Teach • Document you new apps
  • 61. EVALs / PRIZES Bring all items to the 6th Info Desk • Bingo Cards = how you win prizes at the end of the event. • The cards must be stamped by ALL the Sponsors by the last session (4pm) • Fill out speakers evaluations (located in the front of the rooms • Fill out the event evaluations And more … Surface Go Xbox One X
  • 62. Thank You EVENT Sponsors We appreciated you supporting the New York SharePoint Community! • Diamond, Platinum, Gold, & Silver have tables scattered throughout • Please visit them and inquire about their products & services • To be eligible for prizes make sure to get your bingo card stamped by ALL sponsors • Raffle at the end of the day and you must be present to win!
  • 63. Beer Authority 300 W 40h St [across the street] Join us for a round of drinks http://www.beerauthoritynyc.com