Power Users Guide to Office 365 - SharePoint Saturday Belgium 2016 #spsbe

SharePoint Saturday Belgium 2016 • October 15 • Brussels Track: IT PRO, END-USER, BUSINESS | Level: 100
Power Users Guide to Office 365
Chirag Patel @techChirag

SharePoint Saturday Belgium 2016 • October 15 • Brussels
Power User?
COZ CUSTOMISATION
HURTS
I LIKE OFFICE 365
CONFIGURATION

Audience Business User?
Technical User?
Consultant?

About
Chirag
Independent Consultant
Chartered IT Professional >15 Years in IT
Cycled over 1500 miles since last year and still
cycling…
techChirag.com
@techChirag
chirag@patelconsulting.co.uk

slideshare.com/techchirag

Office 365 Apps – Demos all the way!

Office 365 Planner
Visually create new plans, organise and assign tasks, share files, chat about what
you’re working on, and get updates on teamwork progress.

Office Planner
• 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
Plan
Board
Task (Card)
Task Cards (organise into buckets)
• Due dates
• Attachments (work offline)
• Categories
• Conversations
• Image previews
• Prioritise & Coloured Labels

Planner
Demo

Planner
Board

Planner
Task Detail

Planner
Charts

Office 365 Planner Useful Resources
• Office 365 Planner Overview
http://techchir.ag/2dUBJtc
• Microsoft Planner - Feedback Forum
http://techchir.ag/2d9cqVC

Office 365 Groups
Rising star of collaboration space based on SharePoint site
Great for teams, projects and ad-hoc collaboration initiatives

Office 365 Groups
CollaborationBox
• SharePoint Site
• Conversations
• Calendar
• Files
• Notebook
• Connectors
Supports:
Public and Private
Power BI
Planner
Dynamics CRM Online

Office 365 Groups
Demo

Office 365 Group
Members

Office 365 Group
Connector

More Office 365 Group Connectors

Office 365 Group App

Office Delve
What am I and my colleagues working on?
Who are they working with? –and what are they working on?
How am I able to contribute?
At any time I need all of the above info right now!

Office Delve
 Search & Discovery Tool
 Office Graph Technology
 Privacy & Security
 My Analytics (formerly
Delve Analytics)

Delve
Homepage

Delve
Search

Delve
Boards

Delve
People

Delve Card
Attributes

Delve Mobile App

Delve Target Content
Office documents (Word, PowerPoint, Excel), PDFs
OneNote sections
SharePoint Sites (tasks and pages)
Images & Videos (Office 365 Video portal)
Email Attachments (only Office 365 Email)
Links to webpages from Yammer groups
Desktop Folders

Office Delve Useful Resources
• Office Delve Overview and FAQs
http://techchir.ag/2dUJwqC
• Your documents are safe in Delve
http://techchir.ag/2des65b

SharePoint Search
Enhancing your search results page with data your team care about

SharePoint Search
• Site libraries 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

Search Result Experiences
Before After

Building Search Results Page Solution
Create Site
Columns and
add to
document
library
Mapping
crawled
property to
managed
property
Re-index
document
library
Creating new
results page
& add search
web parts
Configuring
Refinement
web part to
use custom
refiners

SharePoint Site Content Types and Site
Columns
Document
Content Type
Project Technical Business
Site
Columns
Doc Stage
Discovery
Design
Development
Deployment
Impact
High
Medium
Low

Search Properties

Search Result Page
Web Parts

More SharePoint Search Web Parts
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.

SharePoint Workflow
Design and implement workflows using SharePoint Designer 2013 - supported until
2026

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

Workflow Design Example

Workflow Actions
Core Actions List 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

Forms
Forms only available to Office 365 Education Plan Tenants
InfoPath 2013 supported to 2026 - Ideal for XML documents and offline scenarios

Microsoft Forms (Education Plan Only)
• Microsoft Forms 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.

Forms -
Create New
Form

Forms -
Create
Questions

Forms -
Branching
Options

Forms -
Response
Summary

Forms
Mobile App

PowerApps
Simple and convenient way of building mobile forms, apps without code
Connections to multiple data sources and cloud services and use device capabilities

Your data
PowerApps connects to a range of
data sources and systems,
including custom APIs
Create in PowerApps Studio or
web
Build apps in a visual experience
that shows
exactly what you’ll get
Use on web and mobile
Find and use apps instantly
on the web and in PowerApps
mobile for iOS and Android
https://techcommunity.microsoft.com/t5/Microsoft-Ignite-Content/THR3004-Convert-
InfoPath-Designer-workflow-processes-to/m-p/10870

PowerApp
Create App SharePoint List

PowerApp
My Apps

PowerApp
Screens Created

PowerApp Connections

PowerApp Share it!

Controls in PowerApps
Add picture – Load images from the local device, for upload to a data
source.
Audio – Play an audio clip or the audio portion of a video clip.
Button – Interact with the app by clicking or tapping.
Camera – Take and save photos in the app or to a data source.
Card – Display and edit an individual field of a record in a Edit
form or Display form control.
Check box – Select or clear an option to specify true or false.
Column chart – Show values as vertical bars relative to two axes.
Date picker – Specify a date by clicking or tapping.
Display form – Display records in a data source using a form.
Drop down – Show the first item in a list until a chevron is selected.
Edit form – Edit and create records in a data source using a form.
Export – Export data for use elsewhere in PowerApps.
Gallery – Show a list of records that can contain multiple types of data.
HTML text – Convert HTML tags automatically.
Icon – Add graphic appeal and visual interest.
Image – Show an image from, for example, a local file or a data source.
Import – Import data from elsewhere in PowerApps.
Line chart – Show values as data points relative to two axes.
List box – Select one or more items in a list.
Microphone – Record and save sounds in the app or to a data
source.
PDF viewer – Show the content of a PDF file on the Internet.
Pen input – Draw an image or text, and save it in the app or to a
data source.
Pie chart – Show how values relate to each other.
Radio – Show options that are mutually exclusive.
Rating – Indicate a value between 1 and a specified number.
Screen – Show and update data about a specific task.
Shape – Display arrows and geometric shapes, such as rectangles.
Slider – Specify a value by dragging a handle.
Text box – Shows data such as text, numbers, dates, or currency,
Text input – Type text, numbers, and other data.
Timer – Configure your app to respond after a certain amount of
time passes.
Toggle – Drag a handle to specify true or false.
Video – Play a video clip from a local file, a data source, or
YouTube.
Source: https://powerapps.microsoft.com/en-us/tutorials/reference-properties/

PowerApps Useful Resources
• PowerApps Tutorials
http://techchir.ag/2eaGsV7
• How to build an app with
PowerApps
http://techchir.ag/2dVDkiq
• PowerApps Community
http://techchir.ag/2ekvYrk

Flow
Lightweight tool to automating workflows across apps and services
Get Notifications, Synchronise Files, Collect Data, Automate Approvals

Create a Flow from
SharePoint List

Example of
Flow Template

Flow with Condition and Email Action

Create New Flows from
PowerApps Web Studio

Microsoft Flow Useful Resources
• Microsoft Flow Overview
http://techchir.ag/2dyUrUK
• Flow Support and videos
http://techchir.ag/2dyV1lu
• Microsoft Flow Community
http://techchir.ag/2deWblf
• Flow Blog
http://techchir.ag/2e8mXBV

Project Online
Project portfolio and enterprise resource management through structured
frameworks built on SharePoint Online and insights with project portfolio
dashboard app

Project Online
Online solution
for project
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

Project Online – Projects Snapshot

Project Online – Settings

Project Online – Custom Fields and Lookups

Project Online – Project Portfolio Dashboard

Power BI
Interactive data visualisation tool that connects with many types of data sources
and content packs that have pre defined datasets, reports and dashboards

Power BI
Connect easily
to various
data sources
Data > Report
> Dashboard
Building
content packs
Add features
• Custom
questions
• Videos, other
web content

Power BI: Get Data & Services

Publish to Power BI

Dashboard Tiles
Tiles
Report Tile
Direct or Live
Connection
Cloud Model
Reporting
Services
Excel Tiles
Excel Charts
and Visuals
Excel Ranges
Q&A and
Insights
Widgets
Text
Video &
Images
Web
Tile Actions
 Focus - Maximise
 Navigate to source or custom URL
 Export tile data to .csv
 Scope Insights
 Alerting

Power BI – Dashboard DEMO

Power BI – Quick Insights DEMO

PowerBI
Askingthebigask!

Power BI – Pin tiles to dashboard

Power BI Publisher for Excel

Power BI – Featured Questions - DEMO

Power BI Mobile App

Power BI Useful Resources
• Power BI Governance and Deployment Approaches
http://techchir.ag/29ohgIx
• Analysing and Visualizing Data with Power BI – Free Course
http://techchir.ag/29xDlaD
• Good Power BI Documentation
http://techchir.ag/29DjbOK
• Custom Visuals from Power BI community
http://techchir.ag/29uutAV
• Guy in a Cube
http://techchir.ag/29xsCQc
• Free Power BI eBook
http://techchir.ag/29OPiuD

Access Web App
Design and implement Access web database on any SharePoint Online site

Access Web App
Access 2016 used to
design and configure
the app
Office 365 provisions
the Access app in a
SharePoint site
Standalone Access
web with its own
database

Access Web App

Access 2016

Stay Connected
What’s new in SharePoint Online
Be part of First Release Programme
Office 365 Scenario-based training
Office Blog
Office 365 Roadmap
FastTrack for Office365
Microsoft Tech Community
techChirag.com

Thank You!

Power Users Guide to Office 365 - SharePoint Saturday Belgium 2016 #spsbe

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