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Power Users Guide to Office 365 - Collab365 Summit 2016
The document outlines the agenda and resources for an online conference held on June 17-18, 2015, focusing on Office 365 tools and features, including Office Planner, Office Delve, and SharePoint workflows. It provides insights into the functionalities available for power users, such as collaboration tools, project management, and search enhancements within Office 365. Additionally, it emphasizes the use of Power BI and various interfaces for effective project management and workflows.
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Power Users Guide to Office 365 - Collab365 Summit 2016
- 1. Online Conference June 17thand 18th 2015 WWW.COLLAB365.EVENTS Power Users Guide to Office 365
- 2. WWW.COLLAB365.EVENTS Chirag Patel Patel Consulting chirag@patelconsulting.co.uk Twitter: @techChirag Facebook : Patel Consulting LinkedIn : techChirag Worked with Office 365 since 2012, SharePoint & SQL Server since 2001 Business Applications, Upgrades, Migrations, Solution Architecture Trusted Associate for Microsoft Partners Completed many London to Brighton bike rides and London Duathlon events
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- 4. WWW.COLLAB365.EVENTS Office 365 Landscape GroupsProject Portfolio Dashboard
- 5. WWW.COLLAB365.EVENTS Session Overview -All Demos! Office 365 Landscape Office Planner Office 365 Groups Office Delve SharePoint Workflow SharePoint Search Project Online Power BI Access Web App Forms
- 6. WWW.COLLAB365.EVENTS Power User? I LIKEOFFICE 365 CONFIGURATION COZ CUSTOMISATION HURTS
- 7. WWW.COLLAB365.EVENTS Office 365 Landscape OfficeOnline Personal (1 user) Home (5 users) Business Essentials Business Business Premium Dedicated Pro Plus Enterprise E1 Enterprise E3 Enterprise E5 Education Government Not For Profit
- 8. WWW.COLLAB365.EVENTS Office 365 Timeline •Embedvideo throughout SharePoint •Cloud PBX with Skype for Business •Share Excel insights with Power BI •Yammer for every eligible Office 365 tenant •Updated people profile experience in Office 365 •New Office 365 Admin Center •Collaboration in Office—chat with your co- editors in real time via Skype! •SharePoint 2016 with Project Server 2016 RTM •New reporting portal in the Office 365 admin center •Office 365 Connectors •Office Delve Analytics •OneDrive for Business recognized as an EFSS leader – Forrester •SharePoint Document Libraries get new look •New home page experience for Office 365 users 2016 •Unified APIs, Office Graph & Office 365 Groups APIs •Contextual Notifications on the web •Cloud Hybrid Search •Office UI Fabric •Office 365 Import Service •Office 365 Groups in Outlook 2016 •Office 365 Planner •Likes and @Mentions in Outlook on the web •Office Delve adds Praise, Favorites and enhances content creation •Share button in Office 2016 •Sway adds OneDrive for Business integration •Microsoft Graph APIs •Email notifications in Project Online •Office 365 ISO 27001 and ISO 27018 audit assessment report 2015 •Office for iPad •Tell Me feature Office Online •Data Loss Prevention – SharePoint, OneDrive For Business •Office Delve •Office 365 Groups •Sway •App Launcher – Waffle •Office and Dropbox work together •Office for iPhone & Android •Clutter feature in Outlook •Skype document chat in Office Online •Office 365 Video 2014
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- 10. WWW.COLLAB365.EVENTS Office Planner Plan Board Task (Card) •Visually organise your work with teams • Email notification when assigned a new Card or added to a conversation • Graphical views to keep your work on track • Integrated with Office 365 Groups interfaces Card (can organise into buckets) • Due dates • Attachments (work offline) • Categories • Conversations • Image previews • Prioritise & Coloured Labels • Visually organise your work with teams • Email notification when assigned a new Card or added to a conversation • Graphical views to keep your work on track • Integrated with Office 365 Groups interfaces Card (can organise into buckets) • Due dates • Attachments (work offline) • Categories • Conversations • Image previews • Prioritise & Coloured Labels
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- 13. WWW.COLLAB365.EVENTS Office Planner –Task Detail
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- 17. WWW.COLLAB365.EVENTS Office 365 Groups Supports: Public and Private Power BI Planner Dynamics CRM Online CollaborationBox • Conversations • Calendar • Files • Notebook • Connectors
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- 20. WWW.COLLAB365.EVENTS Office 365 Group- Connectors
- 21. WWW.COLLAB365.EVENTS Office 365 Groups- ConnectorsDEMO
- 22. WWW.COLLAB365.EVENTS Office 365 Groups– Outlook 2016
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- 24. WWW.COLLAB365.EVENTS Office 365 Groups- Boundaries A group can't have more than 10 owners. A user can't create more than 250 groups. Groups with more than a 1000 members are supported
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- 26. WWW.COLLAB365.EVENTS Office Delve Search& Discovery Tool Office Graph Technology Privacy & Security
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- 29. WWW.COLLAB365.EVENTS Office Delve -PeopleDEM
- 30. WWW.COLLAB365.EVENTS Office Delve –Card Attributes
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- 32. WWW.COLLAB365.EVENTS Office Delve –Target Content Office documents (Word, PowerPoint, Excel), PDFs OneNote sections SharePoint Sites (tasks and pages) Images Email Attachments Videos Links to webpages from Yammer groups
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- 34. WWW.COLLAB365.EVENTS SharePoint Workflow Visio 2013 •SharePoint 2013 workflow template • Conditions, Actions & Terminators • Drag & draw the business logic SharePoint Designer 2013 • Stages – Contains all actions – Defines the paths in and out • Steps – grouped series of sequential actions • Loops – Loop x times – Loop until value 1 equals value 2 Visio 2013 • SharePoint 2013 workflow template • Conditions, Actions & Terminators • Drag & draw the business logic SharePoint Designer 2013 • Stages – Contains all actions – Defines the paths in and out • Steps – grouped series of sequential actions • Loops – Loop x times – Loop until value 1 equals value 2
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- 36. WWW.COLLAB365.EVENTS Workflow Actions Core ActionsList Actions Project Action Task Actions Utility Actions Add a Comment Check In Item Create Project from Current Item Assign a Task Extract Substring from End of String Add Time to Date Check Out Item Set Project Field Start a Task Process Extract Substring from Index of String Build Dictionary Copy Document Set Project Stage Status Extract Substring from Start of String Call HTTP Web Service Create List Item Set status field in idea list Extract Substring of String from Index with Length Count Items in a Dictionary Delete Item Wait for Project Event Find Interval Between Dates Do Calculation Discard Check Out Item Trim String Get an Item from a Dictionary Set Field in Current Item Find Substring in String Log to History List Translate Document Replace Substring in String Pause for Duration Update List Item Trim String Pause Until Date Wait for Event in List Item Send an Email Wait for Field Change in Current Item Set Time Portion of Date/Time Field Set Workflow Status Set Workflow Variable Go to Stage Source: https://msdn.microsoft.com/en-us/library/office/jj163867.aspx
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- 38. WWW.COLLAB365.EVENTS SharePoint Search • Sitelibraries and lists gets more attention • Menu navigation systems usually a site owner’s view • Permissions takes over site administration efforts • Basic search results building blocks enhances user experience
- 39. WWW.COLLAB365.EVENTS SharePoint Search WebParts Refinement Helps the users to refine search results Search Box Displays a search box that allows users to search for information. Search Navigation Helps the users to navigate among search verticals Search Results Displays the search results and the properties associated with them. Taxonomy Refinement Panel Helps the user to refine search results on term set data. Catalog-Item Reuse Use this Web Part to reuse or republish the content of an item from a catalog. Items Matching a Tag Show items that are tagged with a term. Pages Show any items that are derived from the Pages content type. Pictures Show any items that are derived from the Picture or Image content type. Popular Items Show items that have been recently viewed by many users. Recently Changed Items Show items that have been modified recently. Recommended Items Show content recommendations based on usage patterns for the current page. Videos Show any items that are derived from the Video content type. It will sort items by number of views. Web Pages Show any items that are derived from the Page content type. Wiki Pages Show any items that are derived from the Wiki Page content type. Refinement Helps the users to refine search results Search Box Displays a search box that allows users to search for information. Search Navigation Helps the users to navigate among search verticals Search Results Displays the search results and the properties associated with them. Taxonomy Refinement Panel Helps the user to refine search results on term set data. Catalog-Item Reuse Use this Web Part to reuse or republish the content of an item from a catalog. Items Matching a Tag Show items that are tagged with a term. Pages Show any items that are derived from the Pages content type. Pictures Show any items that are derived from the Picture or Image content type. Popular Items Show items that have been recently viewed by many users. Recently Changed Items Show items that have been modified recently. Recommended Items Show content recommendations based on usage patterns for the current page. Videos Show any items that are derived from the Video content type. It will sort items by number of views. Web Pages Show any items that are derived from the Page content type. Wiki Pages Show any items that are derived from the Wiki Page content type.
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- 41. WWW.COLLAB365.EVENTS Building Search ResultRefiner Mapping crawled property to managed property Re-index document library Creating new results page Configuring Refinement web part to use custom refiner
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- 45. WWW.COLLAB365.EVENTS Project Online Online solution forproject portfolio management (PPM) Enable resources (people, materials, or costs) Connected SharePoint site with tasks, risks, issues and document library Management of custom fields and lookups Project Online Content Pack Service available for Power BI TargetAudience teammembers, project participants, businessdecision makersProject Online Office365Service Project Pro for Office365 project managers,resource managers, PMO,businessdecision makers project managers,resource managers
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- 54. WWW.COLLAB365.EVENTS Power BI Connect easily tovarious data sources Data > Report > Dashboard Building content packs Add features •Custom questions •Videos, other web content
- 55. WWW.COLLAB365.EVENTS Power BI: ContentPacks (Services)
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- 58. WWW.COLLAB365.EVENTS Power BI –Quick Insights
- 59. WWW.COLLAB365.EVENTS Power BI –Pin tiles to dashboard
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- 61. WWW.COLLAB365.EVENTS Power BI -Dashboard
- 62. WWW.COLLAB365.EVENTS Power BI –Featured Questions
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- 65. WWW.COLLAB365.EVENTS Access Web App Access2016 used to design and configure the app Office 365 provisions the Access app in a SharePoint site Standalone Access web with its own database
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- 73. WWW.COLLAB365.EVENTS • Microsoft Formsis an app that is designed to be used by anyone to create basic forms such as surveys, polls, and registrations. • Microsoft considering making Forms available to business customers. • Forms is not a successor to InfoPath. • InfoPath is the solution for creating complex forms and workflows for the specific needs of enterprise customers.
- 74. WWW.COLLAB365.EVENTS Stay Connected Bepart of First Release Office 365 Scenario-based training Office Blog Office 365 Roadmap FastTrack for Office365 Office 365 Network (Yammer)
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- 76. WWW.COLLAB365.EVENTS Stay tuned formore great sessions … Session Recording Available http://techchir.ag/collab365summit2016
Editor's Notes
- #2 You can access the session recording on YouTube: http://techchir.ag/collab365summit2016
- #3 MCSE SharePoint, Data Platform BCS Chartered IT Professional
- #4 Speaker at SharePoint User Group UK, SPS Events (SharePoint Saturdays) and Collab365 events.
- #5 Office 365 collaboration tools Mail Calendar People Yammer OneDrive Sites Planner Project Tasks Power BI Delve Groups Video Word Excel PowerPoint OneNote Sway Project Portfolio Dashboard
- #6 Office 365 is powered by more productive apps than ever before when compared with SharePoint on-premises. In addition to the user interface and evolving collaboration landscape, this session will cover all the Office 365 collaboration tools and technologies such as Delve, Office 365 Groups, Power BI, Access and SharePoint with no-code and browser based configurations. You will gain invaluable insights and how-to determine what tools to use for what business requirements or scenarios.
- #7 Power User’s role is a duty of care towards enhancing Office 365 platform through browser configurations and supported tools instead of hacking around with snippets of code!
- #21 List of Office 365 Connectors Aha! – Manage work with a visual roadmap. Airbrake – Captures errors and aggregates the results for developer review. Alerts by MarketSpace – Company monitoring for marketing, PR, development and investment teams. AppSignal – Track throughput, response times, and error rates in your apps. Asana – Task and Project Management. BeanStalk – A code hosting workflow Bing News – Search news for your work and personalize email update. BitBucket – Manage and collaborate on your code projects. Biztera – Biztera simplifies decision-making with cloud software that streamlines approval workflows BMC TrueSight Pulse (Boundary) – Monitor cloud and server infrastructure with real-time visibility. Brandfolder – Gain great controls of your brand assets, all from Office 365. Bugsnap – Track issues for your web and mobile apps. Buildkite – Smart automation for your software development processes Caller Zen – Create an SMS call center in seconds. Chatra – Modern Live Chat Software. CircleCl – Build, test, and deploy software continuously. Clearlogin – Integrate Clearlogin with your GroupMail to receive real time notifications about use activity. Cloud 66 – Build, deploy, and manage applications. Codeship – Automate the workflow for development and deployment. Crashlytics – Track errors in mobile apps. Datadog – for Dynamics CRM Delighted – The fastest way to gather actionable feedback from your customers. Dynamics CRM Online – Manager your customer sales, marketing, and service relationships. Enchant – Provide customer support with chat and email. Envoy – The new standard for visitor registration GhostInspector – Build or record automated testes for your web site. GitHub – Manage and collaborate on code projects. GoSquared – Simple, yet powerful analytics for your online business Groove – Provide customer support with tem collaboration. HelpScout – Provide customer support through email messages. Heroku – Build and run applications in the cloud. HoneyBadger – Exception and uptime monitoring for your web apps Incoming Webhook – Send data from a service to your Office 365 group in real time (this is how you can bring in your own data to Office 365 groups) IQBoxy – Intelligent Expense Management with Real-Time Receipt Processing and Expense Reports JIRA – Gather, organize, and assign issues detected in your software. JustReply – Simple time tracking for teams. Librato – Real-Time Cloud Monitoring Logentries – Search and monitor log data from any environment. Magnum Cl – Build, test, and deploy software continuously. MailChimp – Email marketing service MeisterTask – An intuitive task management and collaboration tool for agile projects OpsGenie – Alert and Notification solution PagerDuty – Track and manage incidents, and define escalation policies. Papertrail – Track and manage incidents and downtime issues. Pingdom – Track uptime/downtime and performance of web sites. Pivotal Tracker – Track progress in agile projects. Raygun – Monitor crashes in web and mobile apps. RSS – Get RSS feeds for your group. Runscope – Log, monitor, and measure your API usage. Salesforce – Manage sales opportunities Sentry – Capture and aggregate exceptions in code. Stack Overflow – Follow tagged questions and provide answers. StatusPage.io – Statues page for App or Website Subversion – An open-source revision control system TestFairy – Test mobile apps and retrace events that precipitate errors. Travis Cl – Run tests and deploy apps. Trello – Manage to-do lists and tasks all in one place. Twitter – Received messages called Tweets. UserLike – Provide live chat support for web sites and mobile apps. UserVoice – Product management and customer support tool. WakaTime – Get updates about your team’s daily coding activity from GitHub, GitLab, or Bitbucket. Wunderlist – Organize and share your to-do lists. Yo – Communicate with others in simple fashion. Zendesk – Zendesk brings companies and their customers closer together. ZootRock – Curated Content in your niche to share to your Groups.
- #28 Searching for marketing
- #29 Delve Boards
- #30 Delve Favorites
- #31 File types Source of program (i.e. Word, Excel, etc.) Source of information area (i.e. Document Library, OneDrive For Business, etc.) Generate email with link Security access info Share in Yammer Number of views Boards Add to a board
- #44 Refinement configuration for Refinement
- #56 Get data from content packs through online services
- #76 Blog: www.techchirag.com Web: www.patelconsulting.co.uk