me, we, all: when to use onedrive, teams, and …...a sharepoint site to centrally store and share a...

44
Me, We, All: OneDrive, Teams, and SharePoint Online By Craig Jahnke

Upload: others

Post on 23-May-2020

5 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

Me, We, All: OneDrive, Teams, and SharePoint Online

By Craig Jahnke

Page 2: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

• Craig Jahnke – Technical Architect – Concurrency, Inc• Worked in IT past 15 years• M.S. in Information Systems• Organize SPS Chicago and Cloud Saturday Chicago

• Next Event May 4th, 2019 – SPSEvents.org

• www.craigjahnke.com• @TechJahnke on Twitter

About me

Page 3: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

Office 365 – Collaboration and Productivity

• Overview of Office 365

• Me: OneDrive for Business

• We: Microsoft Teams

• Us: SharePoint Online

Page 4: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring
Page 5: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

OneDrive for

Business

Microsoft Teams

SharePoint Online

From Me to We to Us (All of Us)

Page 6: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

Me - OneDrive for Business

• Why OneDrive?

• What can you do with OneDrive?

• Personal Storage

• Share Securely

• Set up syncing of your files and folders

• OneDrive Files On Demand

• Access and Edit on any device

• Map Known Folders

Page 7: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

Why OneDrive?

With OneDrive, you can:

• Access and edit your files from all your devices

• Share inside or outside your organization

• Work together in real-time on Office documents1

• Quickly find the files that matter to you

• Keep your files protected and backed up

1 Co-authors must be using Office 365, Office 2016, Office 2019, or the latest mobile apps

With OneDrive for Business, so you can share and collaborate on all your files from anywhere.

Page 8: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

Access the file you want

Search for files across Office 365

See recently used files sorted by date

See files that have been shared with you or shared by you.

Select to filter by when modified, file type, or who shared file

See files from SharePoint sites and Teams

Page 9: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

OneDrive tour Select a command from menu bar,or right-click a file in the list and select a command from menu

Select a file, then select to see the file’s info, preview, and recent activity, and to manage sharing rights

Find and restore earlier versions of your files

Find trending content, files shared with you, SharePoint sites you’re following, and more

Page 10: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

View your files from a mobile deviceTap Files to access your files and folders on OneDrive.

Select next to a file to open the menu

Tap Recent to see your most recently active files.

Tap Shared to see files shared with you and discover content trending around you..

Tap Sites to access your SharePoint sites.

Tap Scan to scan a document, whiteboard, or business card.

Page 11: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

View file version history

Select a file and select Version history

Select a version of the file to open it. You can then save it as the current version, or save it under a new name.

1

2

Page 12: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

Share a fileSelect Share

Select to choose share settings

Note: See next slide for details

Select Send to send the sharing link directly to the recipients

Select Copy Link to get a link you can use in IMs, email, etc.

Select Outlook to open an email message window with the link already attached

Enter who to share file with

1

3

2

4

Page 13: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

Choose your share settings

Set a date if you want the link to expire automatically

Allow link recipients to edit the file. Leave blank to make link read-only.

Choose who can use the link:

Anyone – people inside and outside your org can access. Receive links directly or forwarded.

People in <organization> – everyone in your org can access.

People with existing access – create a link to be used by people who already have access.

Specific people – enter email addresses of the people you want to give access to.

Contoso

Annual Financ…(DRAFT).docx

Page 14: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

Share safely with people outside the company

Contoso

Annual Financ…(DRAFT).docx

Choose Specific people in Link Settings, and enter the email addresses of who you want to share the file with.

They will be sent an email message with a time-limited, single-use verification code when they open the link. By entering the verification code, they prove ownership of the email account to which the secure link was sent.

Page 15: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

Find relevant content in Discover view

Page 16: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

See file info in the Hover card

Page 17: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

See file activity and other details on a file

select a file and then select to view details

See a preview of the file and the number of views

See any recent edits or other activity on the file

See other file information

See who the file is shared with, and change or remove sharing settings

Page 18: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

Set up syncing for your files and folders

Sync files with

the OneDrive sync client in Windows

1

See Which version of OneDrive am I using?if you need to confirm which version of the Sync Client you have.

In the Windows system tray, select the OneDrive icon to view the Activity center and see the sync activity and access options.

3

2

Page 19: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

OneDrive Files On-DemandWith OneDrive Files On-Demand, you can set files

and folders to always be available locally on your

device or save space by making files online only.

In the taskbar, select the OneDrive icon, and select

More > Settings. Then, on the Settings tab select

Save space and download files as you use them.

Files you download to your device and available offline.<name>@ORG_ADDRESS

Mark files/folders to be always available, even offline.<name>@ORG_ADDRESS

Online only files/ folders do not use space on your device.<name>@ORG_ADDRESS

Change file/folders back to online only.<name>@ORG_ADDRESS

Page 20: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

Map Known Folders

There are two primary advantages of moving or

redirecting Windows known folders (Desktop, Documents,

Pictures, Screenshots, and Camera Roll) to OneDrive for

Business for the users in your domain:

• Your users can continue using the folders they're

familiar with. They don't have to change their daily

work habits to save files to OneDrive.

• Saving files to OneDrive backs up your users' data

in the cloud and gives them access to their files

from any device.

Page 21: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

DEMO

Page 22: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

We - Microsoft Teams

• Teams It’s in the Name – small or large groups

• Quick Start

• Use Cases

• Channels

• Persistent Chat

• Meetings – Say Goodbye to Skype

• Personal Apps

Page 23: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

Manage your time & communications

Page 24: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

Microsoft Teams Quick Start Guide

Page 26: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

Example Teams & Channels Cross organization & function teams are the best practice

Page 27: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

Not sure how to begin?To help identify business scenarios, consider using the framework below

Using…(Specific application of the technology)

As someone in…

(Team)

I’ll know this is successful when….(Solutions success

measure)

I want to….(Description of

what I want to do)

As someone inSales Management

I want to

have a single version of the

sales proposal that everyone

has access to rather than

managing multiple versions in

email

Usinga SharePoint site to centrally

store and share a single version of a sales proposal

that my team can edit together using co-authoring

in Word and PowerPoint

I’ll know this is successful when my sales team creates

proposals more easily, giving them more time to close deals

Page 28: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

Microsoft Teams

Page 29: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

Microsoft Teams

Page 30: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

Microsoft Teams

Page 31: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

DEMO

Page 32: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

Us – SharePoint Online

• Communications/Publishing Sites

• Wide Audience

• Permissions Management

• Content Management

• Flexability

Page 33: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring
Page 34: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

How to create oneSharePoint Home > Create Site

• Self-Service Site Creation: Specified users

have the ability to provision new sites.

• Future Provisioning will allow for themes to

be applied through site script functionality

• Choose an OOTB Template

• Custom site scripting will allow for custom

templating of sites in near future

Page 35: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

Your options

Start with a blank site and make your

design come to life quickly and easily

Use this design to showcase a

product, team, or event using photos

or images.

Use this design if you have a lot of

information to share such as news,

events, and other content

Page 36: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

Easy to edit experiences

• Auto Saves your work

• No more clunky ribbon

• Responsive natively

• Easy to adjust

• Consistent experience

Page 37: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

• Text

• Image

• File Viewer

• Link

• Embed

• Highlighted Content

• Bing Maps

• Document Library

• Quick Links

• Site Activity

• Yammer Feed

Out of the Box Web Parts

• Text

• Image

• File Viewer

• Link

• Embed

• Highlighted Content

• Bing Maps

• Document Library

• Quick Links

• Site Activity

• Yammer Feed

• Divider

• Events

• Group Calendar

• Hero

• Image Gallery

• List

• News

• Office 365 Video

• People

• PowerBI

• Quick Chart

• Stream

• Spacer

And growing…

Page 38: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

New Web Parts rolling out

• New Web Part Tool Box

• Forms

• Updated People Webpart

• File Viewer – Supporting 270 file types

• Highlighted Content – Additional

filtering capabilities

Page 39: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

Change the Look - Themes

Change the color theme to one of eight out-of-

the-box themes.

Site Actions > Change the Look

Page 40: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

• Brings together related team sites

and communication sites

• Roll up news and site activity

• Search across related sites

• Cross-site navigation

• Consistent look-and-feel across

sites

• Admins create, users adopt and

use

SharePoint Hub Sites

Page 41: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

There is a life cycle to managing Office 365

Page 42: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

Managing OneDrive and SharePoint Online

Page 43: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

DEMO

Page 44: Me, We, All: When to use OneDrive, Teams, and …...a SharePoint site to centrally store and share a single version of a sales proposal that my team can edit together using co-authoring

Thank You

• Resources• https://docs.microsoft.com

• http://icansharepoint.com/an-everyday-intro-to-office-365/

• https://support.office.com/en-us/article/should-i-save-my-documents-to-onedrive-for-business-or-a-team-site-d18d21a0-1f9f-4f6c-ac45-d52afa0a4a2e

• https://www.microsoft.com/en-us/microsoft-365/success/