power users guide to office 365 - collab365 summit 2016

Online Conference

June 17th and 18th 2015

WWW.COLLAB365.EVENTS

Power Users Guide to Office 365

Chirag Patel @techChiragPatel Consulting


Chirag PatelPatel Consulting

[email protected] : @techChiragFacebook : Patel ConsultingLinkedIn : 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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Office 365 Landscape

Groups Project Portfolio

Dashboard


Session Overview - All Demos!


Office Planner

Office 365 Groups

Office Delve

SharePoint

Workflow

SharePoint Search

Project Online Power BI Access

Web App Forms


Power User?

I LIKE OFFICE 365

CONFIGURATION

COZ CUSTOMISATION HURTS



Office Online

Personal (1 user)Home (5 users)

Business EssentialsBusinessBusiness Premium

Dedicated

Pro PlusEnterprise E1Enterprise E3Enterprise E5

EducationGovernmentNot For Profit


Office 365 Timeline

• Embed video 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


Office Planner


Office PlannerPlan

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


Office Planner


Office Planner – Board


Office Planner – Task Detail


Office Planner - Charts


Office Planner


Office 365 Groups


Office 365 Groups

Supports:Public and PrivatePower BIPlannerDynamics CRM Online

Colla

boratio

n Bo

x • Conversations• Calendar• Files• Notebook• Connectors


Office 365 Groups


Office 365 Group - Connectors


Office 365 Groups - ConnectorsDEMO


Office 365 Groups – Outlook 2016


Office 365 Groups App


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


Office Delve


Office Delve Search & Discovery Tool Office Graph Technology Privacy & Security


Office Delve - Search


Office Delve - Boards


Office Delve - PeopleDEM


Office Delve – Card Attributes


Delve App


Office Delve – Target ContentOffice documents (Word, PowerPoint, Excel), PDFs

OneNote sectionsSharePoint Sites (tasks and pages)

ImagesEmail Attachments

VideosLinks to webpages from Yammer groups


SharePoint Workflow


SharePoint WorkflowVisio 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


Workflow Design Example


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 StringCall HTTP Web Service Create List Item Set status field in idea list Extract Substring of String from Index with

LengthCount Items in a Dictionary Delete Item Wait for Project Event Find Interval Between Dates

Do Calculation Discard Check Out Item Trim StringGet an Item from a Dictionary Set Field in Current Item Find Substring in String

Log to History List Translate Document Replace Substring in StringPause for Duration Update List Item Trim StringPause Until Date Wait for Event in List ItemSend an Email Wait for Field Change in Current

ItemSet Time Portion of Date/Time

FieldSet Workflow StatusSet Workflow Variable

Go to Stage

Source: https://msdn.microsoft.com/en-us/library/office/jj163867.aspx


SharePoint Search


SharePoint SearchSite libraries and lists gets more attentionMenu navigation systems usually a site owner’s viewPermissions takes over site administration effortsBasic search results building blocks enhances user experience


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.


Search Result Refiner


Building Search Result Refiner

Mapping crawled

property to managed property

Re-index document library

Creating new results page

Configuring Refinement web part to use custom

refiner


Search Result Refiner


Project Online


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


Project Online


Project Portfolio Dashboard


Power BI


Power BI

Connect easily to

various data sources

Data > Report > Dashboard

Building content packs

Add features• Custom questions

• Videos, other web content


Power BI: Content Packs (Services)


Power BI


Publish to Power BI


Power BI – Quick Insights


Power BI – Pin tiles to dashboard


Power BI Publisher for Excel


Power BI - Dashboard


Power BI – Featured Questions


Power BI Mobile App


Access Web App


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


Forms?


• Microsoft Forms is 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.


Stay Connected

Be part of First ReleaseOffice 365 Scenario-based trainingOffice BlogOffice 365 RoadmapFastTrack for Office365Office 365 Network (Yammer)

https://support.office.com/en-gb/article/Office-365-release-options-3B3ADFA4-1777-4FF0-B606-FB8732101F47?ui=en-US&rs=en-GB&ad=GB

https://blogs.office.com/2016/02/24/be-more-productive-with-new-office-365-training/#7zPb7y5CS8FxmpBT.97

https://blogs.office.com/

http://fasttrack.microsoft.com/roadmap

http://fasttrack.microsoft.com/office

https://www.yammer.com/itpronetwork


Stay tuned for more great sessions …

Session Recording Available http://techchir.ag/collab365summit2016

http://techchir.ag/collab365summit2016

http://techchir.ag/collab365summit2016