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How to Better
Leverage SharePoint
through Microsoft Teams
Christian Buckley
CollabTalk LLC
Christian Buckley
Founder & CEO of CollabTalk LLC
Microsoft Regional Director & MVP
cbuck@collabtalk.com
www.buckleyplanet.com
@buckleyplanet
http://headrush.typepad.com/creating_passionate_users/2005/10/getting_users_p.html
https://www.slideshare.net/BambooHR/using-analytics-to-make-smart-hr-decisions
SharePoint:
The building blocks of your intranet
SharePoint and OneDrive Momentum
Biz Apps Intelligent rollups Social highlights
Hub sites Themes Site designs
across your sites…
… within your sites
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
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
Considerations for the modern intranet
▪ News, announcements & information (top/down, bottom/up)
▪ Find what you’re looking for (Search, discovery, browse/navigation)
▪ Collaboration & communication
▪ Personal, team, division, cross-company
▪ Usability, reliability, recognizable (theming and branding)
▪ Reorg, acquisition, growth
▪ Continuous innovation, change management
▪ Mobility and flexibility – informed & engaged
▪ Intranet AND extranet
▪ Who should and can access, create and consume (governance)
▪ Secure and compliant (proactive and reactive)
▪ VPN, multi-factor authentication
▪ Apps and services integration
▪ Out-of-the-box, configuration, customization – budget vs. requirements
your sites
Communication sitesTeam sites
Department
Team
Project
Extranet (Partner, Customer)
Committee (Planning, Executive)
Initiative, campaign or event
Share work with organization
Community of practice or interest
Training and policies
Updates and reports
Communication sitesTeam sites
Communication sitesTeam sites
Created by users or admins Created by users or adminsCreated by admins
Navigation
Theme and logo
Search scope
Hub sites
A communication site
or team site
News and activity rollup
Communication Sites in Office 365
What it takes to make your intranet successful:
▪ Governance – Roles, platform, app dev, tools, and review team
▪ Strategy – Align your initiatives with strategic drivers
▪ Support – Know your options from Office 365 and key vendors
▪ A Great Team – Have strategy, IT, dev, and design covered
▪ Funding – Don’t underestimate time & budget
▪ Change Management – Know what’s coming from Microsoft and vendors
▪ Education – Plan for ongoing training, community management, and evangelism
▪ Flexibility – Recognition that no single solution will meet the needs of everyone
But does the SharePoint
intranet model fit every
collaboration scenario?
1. 2. 3.
Groups Building Blocks
https://www.slideshare.net/SPSParis2017/keynote-mark-kashmann-sps-paris-20171014
When Microsoft talks about Intelligent Communications, much of the content you
find online points to the effort to move Skype for Business into Microsoft Teams
What makes Microsoft Teams powerful is that is delivers a single hub for teamwork,
with built-in, fully integrated voice and video.
Teams also tightly weaves communications into the apps teams use to collaborate
every day, alongside AI, Microsoft Graph, LinkedIn, cognitive services and more,
Teams is a game-changer for how we collaborate and communicate.
Office 365 – intelligence at work for you
Adding
Microsoft Teams
into the mix
What are ‘Intelligent
Communications’?
Microsoft talks about “harnessing the
power of intelligence”
It’s beyond chat and online meetings,
encompassing:
• Cognitive services
• Machine learning
• Microsoft Graph
• IoT
Meet Microsoft Teams
Extending how we think
about collaboration and
communication
Microsoft Teams will become the core
communications client for Microsoft Office
365 customers
Teams will help organizations surface and
utilize content and data residing within
existing infrastructure, including
SharePoint, OneDrive, Yammer, and
Exchange
Artificial intelligence will transform how we
interact with our data, and each other
The Future of
Business
Meetings
Envisioning intelligent communications
in our day-to-day work experiences
Before a meeting, insights,
history, and deeper context
After a meeting, notes and
actions captured and distributed
in context to relevant projects,
powering search and eDiscovery
During a meeting, improved
connections with in-person and
online participants, sharing of
relevant information
Built-In Intelligence
Microsoft Cognitive Services and the Microsoft
Graph will transform how content, conversations,
and data are captured, classified, and surfaced
Discovery will be integrated into every app and
solution, putting relevant files and history at your
fingertips
Transcription, translation, and speech recognition
will connect even more people in one streamlined
experience
Artificial intelligence will auto-generate notes and
next steps based on company, team, or individual
methodologies and best practices, and make
suggestions to optimize and improve
Intelligent Communications vision
▪ Intelligent communications go beyond traditional
unified communications, enabling you to complete
tasks more efficiently with minimal context switching,
participate in more productive meetings that cover
the entire meeting lifecycle, and better manage your
everyday communications overload.
▪ Microsoft Teams is at the core of Microsoft’s vision
for intelligent communications—bringing together
conversations, meetings, files, Office apps, and third-
party integrations—to provide a single hub for
teamwork in Office 365.
More details: Intelligent Communications in Office 365 in FastTrack
The successful adoption of Microsoft
Teams requires a change in behavior
for most organizations.
Teams is more than a product –
it represents a different way of working.
Change is about people –
and re-wiring corporate culture.
Chat for today’s
teams
Communicate in the
moment and keep
everyone in the know
Customizable for
each team
Tailor your workspace to
include content and
capabilities your team
needs every day.
A hub for
teamwork
Give your team quick
access to information
they need right in
Office 365
Chat-based workspace in Office 365
Security teams
trust
Get the enterprise-level
security and compliance
features you expect from
Office 365.
Chat for today’s teams
▪ People can see content and chat
history anytime
▪ Team chats and activities are visible to
the entire team
▪ Use private chats for small group
conversations
▪ Mobile access on Android, iOS and
Windows Phone
A hub for teamwork
▪ Chat, content, people, and tools live
in a team workspace
▪ Voice and video meetings right
within Teams
▪ Built-in access to SharePoint,
OneNote and Planner
▪ Work with Office and other
documents right in the app
Customizable for each team
▪ Create different channels for work
streams and topics
▪ Add tabs to frequently used files and
cloud services
▪ Get updates from the apps your team
uses every day
▪ Customize notifications so you don’t
miss important info
▪ Build integrations with developer
preview APIs
Security teams trust
▪ Broad compliance standards support:
Accessibility, ISO27018/01, SOC 1 and 2, HIPAA,
EU Model Clauses & more
▪ Information protection with Archive,
eDiscovery, Legal Hold, Compliance Content
Search, Auditing and Reporting1
▪ Tier-C Compliant
▪ Data encryption at all times, at-rest and in-
transit.
▪ Multi-factor authentication for enhanced
identity protection.
1 Archive, eDiscovery, Legal Hold, Compliance Content Search, Auditing and Reporting are in E3 and above suites.
Office 365 Security and Compliance Portal
Adding Tabs
▪ Provide an interface into relevant content
▪ Surface sites and tools in context to
conversations
▪ Remove the “which tool do you use
when?” argument
Adding Connectors
Adding Connectors
▪ Push rich content to Microsoft Teams
▪ Connect to services like Trello, GitHub, Bing News, Twitter, etc.
▪ Receive notifications of team activities for each service / stay in sync
▪ Complete tasks within a channel
Leveraging Bots
Leveraging Bots
▪ Automate manual tasks
▪ Enhance a conversation thread
▪ Act as a personal assistant to find information and content
▪ Ability to answer natural language questions
▪ Run surveys
▪ Provide quick status updates on open projects and tasks, kick off workflows, etc
▪ Improve the user experience
SharePoint Inside!
▪ SharePoint Online is a required component for Teams.
▪ If you don't have SharePoint Online enabled in your tenant, Teams
users are not always able to share files in teams.
▪ Users in private chat will not be able to share files because
OneDrive for Business is required for that functionality.
Exchange Inside!
▪ Exchange Online is also a required component for Teams.
▪ Conversations and meetings are captured within Exchange Online.
▪ Private chats are captured within a hidden folder in the user’s Exchange
Online profile, and accessible/discoverable through the Compliance Center.
▪ Hybrid users are still able to collaborate and participate in private chats via
the hybrid connector.
▪ While official Microsoft documentation states that hybrid user private chats
cannot be managed through the Compliance Center, community members
have found that private chats are currently stored within the Teams chat
service itself, and can be found through the Compliance Center.
Office 365 Groups Inside!
▪ When you create a team in Microsoft Teams, on the backend,
you’re creating an Office 365 Group
▪ Existing groups can be transitioned into teams
▪ Restricting team creation can be accomplished through group
creation policies
Memberships and Roles
Team owners are able to invite anyone in the organization they work
Three roles in Teams:
▪ Owner: person who creates the team or assigned the role.
Responsible for managing team-wide settings and membership, including invitations
▪ Team member: the people that have been invited to join the team
▪ Guests: Office 365 users who are outside of your tenant can be added to the team by
team owners (more info @ aka.ms/guestaccesshelp)
Guest access
▪ Guest access is a tenant-level setting in Teams and is turned off
by default
▪ Once enabled, a team owner in Teams can add and manage
guests in their teams via the web or desktop.
▪ Only Azure Active Directory or Office 365 work or school
account are supported at the moment
Common question:
Does using Teams replace
my need for SharePoint?
No, of course not.
SharePoint is a core infrastructural component of Microsoft Teams,
and works side-by-side with Teams to provide powerful and flexible
collaboration options for your organization, with multiple ways to
connect with and leverage your legacy – and future – SharePoint content.
Using SharePoint within Teams – as a Tab
https://blogs.technet.microsoft.com/skypeh
ybridguy/2017/10/28/microsoft-teams-use-
an-existing-sharepoint-library/
Using SharePoint within Teams – in Files
https://blogs.technet.microsoft.com/skypeh
ybridguy/2017/10/28/microsoft-teams-use-
an-existing-sharepoint-library/
What are the
“Best Practices”
for using SharePoint
with Teams?
Office 365: Supporting the unique workstyle of every group
Complete Collaboration Solution
Office 365 addresses the breadth of
collaboration needs across organization
Integrated Experiences
Office 365 Groups and Graph enable
integrated experiences that facilitate
effective collaboration
Security and Compliance
Office 365 provides the security,
compliance and manageability
required in today’s workplace
Mail &
Calendar
Outlook
Voice, Video
& Meetings
Skype
Chat-based
Workspace
Teams
Sites & Content
Management
SharePoint and
OneDrive for
Business
Enterprise
Social
Yammer
Office 365 Groups
Implementation Phases
Gather your
team –
stakeholders,
champions &
early adopters
Prioritize
business
scenarios
Complete
technical
planning
(network, security,
mobile support &
deployment)
Complete
pilots and
broad
onboarding
Measure,
manage, &
drive
adoption
Envision Onboard Drive Value
For Office 365 and Teams
www.SuccessWithTeams.com
Christian Buckley
cbuck@collabtalk.com
@buckleyplanet
Thank you very much!
cbuck@collabtalk.com +1 425-246-2823 www.CollabTalk.com
Contact Us
Strategy. Influence. Amplification.
THANKYOU TO OUR SPONSORS

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How to Better Leverage SharePoint through Microsoft Teams

  • 1. How to Better Leverage SharePoint through Microsoft Teams Christian Buckley CollabTalk LLC
  • 2. Christian Buckley Founder & CEO of CollabTalk LLC Microsoft Regional Director & MVP cbuck@collabtalk.com www.buckleyplanet.com @buckleyplanet
  • 7. Biz Apps Intelligent rollups Social highlights Hub sites Themes Site designs across your sites… … within your sites
  • 8. 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
  • 9. 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
  • 10. Considerations for the modern intranet ▪ News, announcements & information (top/down, bottom/up) ▪ Find what you’re looking for (Search, discovery, browse/navigation) ▪ Collaboration & communication ▪ Personal, team, division, cross-company ▪ Usability, reliability, recognizable (theming and branding) ▪ Reorg, acquisition, growth ▪ Continuous innovation, change management ▪ Mobility and flexibility – informed & engaged ▪ Intranet AND extranet ▪ Who should and can access, create and consume (governance) ▪ Secure and compliant (proactive and reactive) ▪ VPN, multi-factor authentication ▪ Apps and services integration ▪ Out-of-the-box, configuration, customization – budget vs. requirements
  • 11. your sites Communication sitesTeam sites Department Team Project Extranet (Partner, Customer) Committee (Planning, Executive) Initiative, campaign or event Share work with organization Community of practice or interest Training and policies Updates and reports
  • 13. Communication sitesTeam sites Created by users or admins Created by users or adminsCreated by admins Navigation Theme and logo Search scope Hub sites A communication site or team site News and activity rollup
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20. What it takes to make your intranet successful: ▪ Governance – Roles, platform, app dev, tools, and review team ▪ Strategy – Align your initiatives with strategic drivers ▪ Support – Know your options from Office 365 and key vendors ▪ A Great Team – Have strategy, IT, dev, and design covered ▪ Funding – Don’t underestimate time & budget ▪ Change Management – Know what’s coming from Microsoft and vendors ▪ Education – Plan for ongoing training, community management, and evangelism ▪ Flexibility – Recognition that no single solution will meet the needs of everyone
  • 21. But does the SharePoint intranet model fit every collaboration scenario?
  • 22.
  • 23.
  • 27. When Microsoft talks about Intelligent Communications, much of the content you find online points to the effort to move Skype for Business into Microsoft Teams What makes Microsoft Teams powerful is that is delivers a single hub for teamwork, with built-in, fully integrated voice and video. Teams also tightly weaves communications into the apps teams use to collaborate every day, alongside AI, Microsoft Graph, LinkedIn, cognitive services and more, Teams is a game-changer for how we collaborate and communicate.
  • 28. Office 365 – intelligence at work for you
  • 30. What are ‘Intelligent Communications’? Microsoft talks about “harnessing the power of intelligence” It’s beyond chat and online meetings, encompassing: • Cognitive services • Machine learning • Microsoft Graph • IoT
  • 32. Extending how we think about collaboration and communication Microsoft Teams will become the core communications client for Microsoft Office 365 customers Teams will help organizations surface and utilize content and data residing within existing infrastructure, including SharePoint, OneDrive, Yammer, and Exchange Artificial intelligence will transform how we interact with our data, and each other
  • 34. Envisioning intelligent communications in our day-to-day work experiences Before a meeting, insights, history, and deeper context After a meeting, notes and actions captured and distributed in context to relevant projects, powering search and eDiscovery During a meeting, improved connections with in-person and online participants, sharing of relevant information
  • 35. Built-In Intelligence Microsoft Cognitive Services and the Microsoft Graph will transform how content, conversations, and data are captured, classified, and surfaced Discovery will be integrated into every app and solution, putting relevant files and history at your fingertips Transcription, translation, and speech recognition will connect even more people in one streamlined experience Artificial intelligence will auto-generate notes and next steps based on company, team, or individual methodologies and best practices, and make suggestions to optimize and improve
  • 36. Intelligent Communications vision ▪ Intelligent communications go beyond traditional unified communications, enabling you to complete tasks more efficiently with minimal context switching, participate in more productive meetings that cover the entire meeting lifecycle, and better manage your everyday communications overload. ▪ Microsoft Teams is at the core of Microsoft’s vision for intelligent communications—bringing together conversations, meetings, files, Office apps, and third- party integrations—to provide a single hub for teamwork in Office 365. More details: Intelligent Communications in Office 365 in FastTrack
  • 37. The successful adoption of Microsoft Teams requires a change in behavior for most organizations. Teams is more than a product – it represents a different way of working. Change is about people – and re-wiring corporate culture.
  • 38. Chat for today’s teams Communicate in the moment and keep everyone in the know Customizable for each team Tailor your workspace to include content and capabilities your team needs every day. A hub for teamwork Give your team quick access to information they need right in Office 365 Chat-based workspace in Office 365 Security teams trust Get the enterprise-level security and compliance features you expect from Office 365.
  • 39. Chat for today’s teams ▪ People can see content and chat history anytime ▪ Team chats and activities are visible to the entire team ▪ Use private chats for small group conversations ▪ Mobile access on Android, iOS and Windows Phone
  • 40. A hub for teamwork ▪ Chat, content, people, and tools live in a team workspace ▪ Voice and video meetings right within Teams ▪ Built-in access to SharePoint, OneNote and Planner ▪ Work with Office and other documents right in the app
  • 41. Customizable for each team ▪ Create different channels for work streams and topics ▪ Add tabs to frequently used files and cloud services ▪ Get updates from the apps your team uses every day ▪ Customize notifications so you don’t miss important info ▪ Build integrations with developer preview APIs
  • 42. Security teams trust ▪ Broad compliance standards support: Accessibility, ISO27018/01, SOC 1 and 2, HIPAA, EU Model Clauses & more ▪ Information protection with Archive, eDiscovery, Legal Hold, Compliance Content Search, Auditing and Reporting1 ▪ Tier-C Compliant ▪ Data encryption at all times, at-rest and in- transit. ▪ Multi-factor authentication for enhanced identity protection. 1 Archive, eDiscovery, Legal Hold, Compliance Content Search, Auditing and Reporting are in E3 and above suites.
  • 43. Office 365 Security and Compliance Portal
  • 44. Adding Tabs ▪ Provide an interface into relevant content ▪ Surface sites and tools in context to conversations ▪ Remove the “which tool do you use when?” argument
  • 46. Adding Connectors ▪ Push rich content to Microsoft Teams ▪ Connect to services like Trello, GitHub, Bing News, Twitter, etc. ▪ Receive notifications of team activities for each service / stay in sync ▪ Complete tasks within a channel
  • 48. Leveraging Bots ▪ Automate manual tasks ▪ Enhance a conversation thread ▪ Act as a personal assistant to find information and content ▪ Ability to answer natural language questions ▪ Run surveys ▪ Provide quick status updates on open projects and tasks, kick off workflows, etc ▪ Improve the user experience
  • 49. SharePoint Inside! ▪ SharePoint Online is a required component for Teams. ▪ If you don't have SharePoint Online enabled in your tenant, Teams users are not always able to share files in teams. ▪ Users in private chat will not be able to share files because OneDrive for Business is required for that functionality.
  • 50. Exchange Inside! ▪ Exchange Online is also a required component for Teams. ▪ Conversations and meetings are captured within Exchange Online. ▪ Private chats are captured within a hidden folder in the user’s Exchange Online profile, and accessible/discoverable through the Compliance Center. ▪ Hybrid users are still able to collaborate and participate in private chats via the hybrid connector. ▪ While official Microsoft documentation states that hybrid user private chats cannot be managed through the Compliance Center, community members have found that private chats are currently stored within the Teams chat service itself, and can be found through the Compliance Center.
  • 51. Office 365 Groups Inside! ▪ When you create a team in Microsoft Teams, on the backend, you’re creating an Office 365 Group ▪ Existing groups can be transitioned into teams ▪ Restricting team creation can be accomplished through group creation policies
  • 52. Memberships and Roles Team owners are able to invite anyone in the organization they work Three roles in Teams: ▪ Owner: person who creates the team or assigned the role. Responsible for managing team-wide settings and membership, including invitations ▪ Team member: the people that have been invited to join the team ▪ Guests: Office 365 users who are outside of your tenant can be added to the team by team owners (more info @ aka.ms/guestaccesshelp)
  • 53. Guest access ▪ Guest access is a tenant-level setting in Teams and is turned off by default ▪ Once enabled, a team owner in Teams can add and manage guests in their teams via the web or desktop. ▪ Only Azure Active Directory or Office 365 work or school account are supported at the moment
  • 54. Common question: Does using Teams replace my need for SharePoint?
  • 55. No, of course not. SharePoint is a core infrastructural component of Microsoft Teams, and works side-by-side with Teams to provide powerful and flexible collaboration options for your organization, with multiple ways to connect with and leverage your legacy – and future – SharePoint content.
  • 56. Using SharePoint within Teams – as a Tab https://blogs.technet.microsoft.com/skypeh ybridguy/2017/10/28/microsoft-teams-use- an-existing-sharepoint-library/
  • 57. Using SharePoint within Teams – in Files https://blogs.technet.microsoft.com/skypeh ybridguy/2017/10/28/microsoft-teams-use- an-existing-sharepoint-library/
  • 58. What are the “Best Practices” for using SharePoint with Teams?
  • 59. Office 365: Supporting the unique workstyle of every group Complete Collaboration Solution Office 365 addresses the breadth of collaboration needs across organization Integrated Experiences Office 365 Groups and Graph enable integrated experiences that facilitate effective collaboration Security and Compliance Office 365 provides the security, compliance and manageability required in today’s workplace Mail & Calendar Outlook Voice, Video & Meetings Skype Chat-based Workspace Teams Sites & Content Management SharePoint and OneDrive for Business Enterprise Social Yammer Office 365 Groups
  • 60. Implementation Phases Gather your team – stakeholders, champions & early adopters Prioritize business scenarios Complete technical planning (network, security, mobile support & deployment) Complete pilots and broad onboarding Measure, manage, & drive adoption Envision Onboard Drive Value For Office 365 and Teams
  • 61.
  • 64. cbuck@collabtalk.com +1 425-246-2823 www.CollabTalk.com Contact Us Strategy. Influence. Amplification.
  • 65. THANKYOU TO OUR SPONSORS