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

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SharePoint Saturday Belgium 2016 • October 15 • Brussels

Power User?

COZ CUSTOMISATION HURTS

I LIKE OFFICE 365CONFIGURATION

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Audience

Business User?

Technical User?

Consultant?

SharePoint Saturday Belgium 2016 • October 15 • Brussels

AboutChirag

Independent ConsultantChartered IT Professional >15 Years in ITCycled over 1500 miles since last year and still cycling…

techChirag.com@techChiragchirag@patelconsulting.co.uk

SharePoint Saturday Belgium 2016 • October 15 • Brussels

slideshare.com/techchirag

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Office 365 Apps – Demos all the way!

SharePoint Saturday Belgium 2016 • October 15 • Brussels

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

SharePoint Saturday Belgium 2016 • October 15 • Brussels

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

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Planner Demo

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Planner Board

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Planner Task Detail

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Planner Charts

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Office 365 Planner Useful Resources

• Office 365 Planner Overviewhttp://techchir.ag/2dUBJtc• Microsoft Planner - Feedback Forum

http://techchir.ag/2d9cqVC

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Office 365 GroupsRising star of collaboration space based on SharePoint siteGreat for teams, projects and ad-hoc collaboration initiatives

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Office 365 Groups

Colla

bora

tion

Box • SharePoint Site

• Conversations• Calendar• Files• Notebook• Connectors

Supports:Public and PrivatePower BIPlannerDynamics CRM Online

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Office 365 Groups Demo

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Office 365 Group Members

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Office 365 Group Connector

SharePoint Saturday Belgium 2016 • October 15 • Brussels

More Office 365 Group Connectors

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Office 365 Group App

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Office DelveWhat 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!

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Office Delve

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

Delve Analytics)

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Delve Homepage

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Delve Search

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Delve Boards

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Delve People

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Delve Card Attributes

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Delve Mobile App

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Delve Target ContentOffice 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

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Office Delve Useful Resources• Office Delve Overview and FAQs

http://techchir.ag/2dUJwqC• Your documents are safe in Delve

http://techchir.ag/2des65b

SharePoint Saturday Belgium 2016 • October 15 • Brussels

SharePoint SearchEnhancing your search results page with data your team care about

SharePoint Saturday Belgium 2016 • October 15 • Brussels

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

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Search Result Experiences

Before After

SharePoint Saturday Belgium 2016 • October 15 • Brussels

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 Saturday Belgium 2016 • October 15 • Brussels

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

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Search Properties

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Search Result Page Web Parts

SharePoint Saturday Belgium 2016 • October 15 • Brussels

More SharePoint Search Web PartsRefinement 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 Saturday Belgium 2016 • October 15 • Brussels

SharePoint WorkflowDesign and implement workflows using SharePoint Designer 2013 - supported until 2026

SharePoint Saturday Belgium 2016 • October 15 • Brussels

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

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Workflow Design Example

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Workflow ActionsCore 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 DatesDo Calculation Discard Check Out Item Trim StringGet an Item from a Dictionary Set Field in Current Item Find Substring in StringLog to History List Translate Document Replace Substring in StringPause for Duration Update List Item Trim StringPause Until Date Wait for Event in List Item

Send an Email Wait for Field Change in Current Item

Set Time Portion of Date/Time FieldSet Workflow StatusSet Workflow VariableGo to Stage

SharePoint Saturday Belgium 2016 • October 15 • Brussels

FormsForms only available to Office 365 Education Plan TenantsInfoPath 2013 supported to 2026 - Ideal for XML documents and offline scenarios

SharePoint Saturday Belgium 2016 • October 15 • Brussels

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.

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Forms - Create New Form

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Forms - Create Questions

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Forms - Branching Options

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Forms - Response Summary

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Forms Mobile App

SharePoint Saturday Belgium 2016 • October 15 • Brussels

PowerAppsSimple and convenient way of building mobile forms, apps without codeConnections to multiple data sources and cloud services and use device capabilities

SharePoint Saturday Belgium 2016 • October 15 • Brussels

ConnectionsBuild apps that interact with

your data sources and respect their permissions Your data

PowerApps connects to a range of data sources and systems, including custom APIs

Create in PowerApps Studio or webBuild apps in a visual experience that shows exactly what you’ll get

PowerApps CloudPublish apps to people in

your organization so they can access anywhere

Use on web and mobileFind and use apps instantly on the web and in PowerApps mobile for iOS and Android

How PowerApps works

https://techcommunity.microsoft.com/t5/Microsoft-Ignite-Content/THR3004-Convert-InfoPath-Designer-workflow-processes-to/m-p/10870

SharePoint Saturday Belgium 2016 • October 15 • Brussels

PowerApp Create App SharePoint List

SharePoint Saturday Belgium 2016 • October 15 • Brussels

PowerApp My Apps

SharePoint Saturday Belgium 2016 • October 15 • Brussels

PowerApp Screens Created

SharePoint Saturday Belgium 2016 • October 15 • Brussels

PowerApp Connections

SharePoint Saturday Belgium 2016 • October 15 • Brussels

PowerApp Share it!

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Controls in PowerAppsAdd 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/

SharePoint Saturday Belgium 2016 • October 15 • Brussels

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

SharePoint Saturday Belgium 2016 • October 15 • Brussels

FlowLightweight tool to automating workflows across apps and servicesGet Notifications, Synchronise Files, Collect Data, Automate Approvals

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Create a Flow from SharePoint List

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Example of Flow Template

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Flow with Condition and Email Action

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Create New Flows from PowerApps Web Studio

SharePoint Saturday Belgium 2016 • October 15 • Brussels

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

SharePoint Saturday Belgium 2016 • October 15 • Brussels

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

SharePoint Saturday Belgium 2016 • October 15 • Brussels

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

Project Online with Project Pro for Office 365

Target Audienceteam members, project participants, business decision makersProject Online

Office 365 Service

Project Pro for Office 365

project managers, resource managers, PMO, business decision makers

project managers, resource managers

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Project Online – Projects Snapshot

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Project Online – Settings

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Project Online – Custom Fields and Lookups

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Project Online – Project Portfolio Dashboard

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Project Online – Project Portfolio Dashboard

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Project Online – Project Portfolio Dashboard

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Project Online – Project Portfolio Dashboard

SharePoint Saturday Belgium 2016 • October 15 • Brussels

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

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Power BI

Connect easily to

various data sources

Data > Report > Dashboard

Building content packs

Add features• Custom

questions• Videos, other

web content

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Power BI: Get Data & Services

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Publish to Power BI

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Dashboard Tiles

Tiles

Report Tile

Direct or Live Connection

Cloud Model

Reporting Services

Excel Tiles

Excel Charts and Visuals

Excel RangesQ&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

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Power BI – Dashboard DEMO

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Power BI – Quick Insights DEMO

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Power BI Asking the big ask!

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Power BI – Pin tiles to dashboard

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Power BI Publisher for Excel

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Power BI – Featured Questions - DEMO

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Power BI Mobile App

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Power BI Useful Resources

• Power BI Governance and Deployment Approacheshttp://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

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Access Web AppDesign and implement Access web database on any SharePoint Online site

SharePoint Saturday Belgium 2016 • October 15 • Brussels

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

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Access Web App

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Access Web App

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Access Web App

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Access Web App

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Access 2016

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Access 2016

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Stay ConnectedWhat’s new in SharePoint OnlineBe part of First Release ProgrammeOffice 365 Scenario-based trainingOffice BlogOffice 365 RoadmapFastTrack for Office365Microsoft Tech Community

techChirag.com

SharePoint Saturday Belgium 2016 • October 15 • Brussels

SharePoint Saturday Belgium 2016 • October 15 • Brussels

Thank You!

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