Sure, you know the heavy hitters like Teams, SharePoint and Excel, but what about all of those other apps that are included as part of Office365? Did you know Microsoft has introduced invoice in for small businesses? A way to schedule meetings without all those emails back and forth? Have you seen the new designs they’ve added into PowerPoint?
This month, Office365 expert Sharon Weaver will walk us through some of the features you may have missed in Office365. You’ll learn:
- How to make team scheduling easy through Shifts
- Visual project tracking through Planner
- How to make quick surveys through Forms
Plus lots of Sharon’s other favorite efficiency tips.
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I didn't know O365 could do that!
1. SP TechCon – Boston, MA
August 25-28, 2019
https://www.sptechcon.com/east
KC O365 User Group
August 12, 2019, 11:30am to 1pm
WaterOne
John Moore: Yammer
Lawrence SharePoint UG
July 18, 2019, 4pm to 5pm
Lawrence Library
Greg Swart: PowerApps and Flow for the recovering
InfoPath and 3rd party workflow user
SharePoint/O365 Saturday KC
October 19, 2019, 8am to 4pm
http://www.spsevents.org/
Power BI User Group
July 9, 2019, 7:00 pm to 8:00 pm
Centriq Training
Intranet Pros
July 24, 2019, 8:30am to 10:00am
Federal Reserve Bank
Intranet Search
IIBA/Agile KC
July 25, 2019, 6:00pm to 7:00pm
Veriship
SharePoint Saturday - Omaha
August 3, 2019, 8:00am to 5:00pm
https://www.spsomaha.org/
O365 UG Speaker Call
3. CEO of Smarter Consulting
Adjunct Professor/Trainer:
MS Applications, BA, Six Sigma, Leadership
20+ years designing, developing, and managing software
15+ years SharePoint experience
Six Sigma Black Belt, BSAC Certified
sweaver@smarter-consulting.com
@sharoneweaver
Sharon Weaver, MOS, BSAC, SSBB
6. One Shifts schedule per Team
Can only be created by Team Owner(s)
Designed to keep “Firstline Workers” connected and in sync
Built mobile first
The mobile app is EASIER to use for WORKERS
The PC app is EASIER to use for MANAGERS
Managers can create, update, and manage shift schedules for one or more teams
7. Shifts is available in all Office 365 subscriptions that include Teams…..except
US Government Cloud Community (GCC)
Teams Free
All time blocks are equal
Workers can see others time (on PC, not on mobile)
Time off can be swapped with a Shift block
Time off displays everything
Things you can’t do yet
Can’t schedule re-occurring shifts
Can’t add guest users into Shifts
Firstline Worker policy
Changes the view for users with that policy
Test it out before applying to everyone
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11. Team and task organization
Similar to Trello
Create plans, tasks, share files
Boards/buckets
Task Lists
Charts/graphs
Calendar/Schedule
Planner plan options
O365 groups automatically have a Planner
Create a plan from scratch (not associated to a group)
Add Planner tab in Teams for more visibility
View plan/task in Outlook
https://www.slideshare.net/AndreVala/planning-the-death-star-with-microsoft-planner
REAL WORLD USE CASE: Using Planner to build the DeathStar
12. Planner Hub
Accessible from waffle OR Teams
Shows all plans (you have access to)
Shows all tasks (My tasks)
Easy management of plans
View Board, Charts, Schedules, and
Members
Planner Mobile App
Shows all plans (you have access to)
Shows all tasks (My tasks)
Easy management of plans
View Board, Charts, Schedules, and
Members
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15. Microsoft Forms
Included in pretty much every version of O365
Education, Commercial, Government, and even Personal
Lightweight, easy app to create surveys, quizzes, and polls
Limited to basic form or quiz
Limits – 200 forms, 100 questions per form, 50,000 responses per form
Desktop and Mobile browsers (NO MOBILE APP)
https://support.office.com/en-gb/article/form-question-and-response-limits-in-microsoft-forms-ec15323d-92a4-4c33-bf88-3fdb9e5b5fea
16. Microsoft Forms Pro (Starting 7/1 - $100/month add on)
Included with MOST Dynamics 365 plans
Available as an upgrade for O365
Forms Pro add-on provides access to additional 2K survey responses per month
A qualifying Office or Dynamics USL is required to access Form Pro features and
capacity
Supports Microsoft Flow, email, portals, Dynamics 365, and PowerApps
Automatically send out surveys to customers
Follow up with customer inquiries
Data is available in real time and can be viewed in PowerBI
https://docs.microsoft.com/en-us/business-applications-release-notes/april19/forms-pro/