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


Audience

Business User?

Technical User?

Consultant?

Author


AboutChirag

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

techChirag.com@[email protected]


slideshare.com/techchirag

http://www.slideshare.com/techchirag/presentations


Office 365 Apps – Demos all the way!


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.


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

http://techchir.ag/2d9cqVC

http://techchir.ag/2dUBJtc

http://techchir.ag/2d9cqVC


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


Office 365 Groups

Colla

bora

tion

Box • SharePoint Site

• Conversations• Calendar• Files• Notebook• Connectors

Supports:Public and PrivatePower BIPlannerDynamics CRM Online


Office 365 Groups Demo


Office 365 Group Members


Office 365 Group Connector


More Office 365 Group Connectors


Office 365 Group App


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!


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 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


Office Delve Useful Resources• Office Delve Overview and FAQs

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

http://techchir.ag/2des65b

http://techchir.ag/2dUJwqC

http://techchir.ag/2des65b


SharePoint SearchEnhancing 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 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 WorkflowDesign 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 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


FormsForms only available to Office 365 Education Plan TenantsInfoPath 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


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


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


PowerApp Create App SharePoint List


PowerApp My Apps


PowerApp Screens Created


PowerApp Connections


PowerApp Share it!


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/

https://powerapps.microsoft.com/en-us/tutorials/control-add-picture/

https://powerapps.microsoft.com/en-us/tutorials/control-audio-video/

https://powerapps.microsoft.com/en-us/tutorials/control-button/

https://powerapps.microsoft.com/en-us/tutorials/control-camera/

https://powerapps.microsoft.com/en-us/tutorials/control-card/

https://powerapps.microsoft.com/en-us/tutorials/control-form-detail/


https://powerapps.microsoft.com/en-us/tutorials/control-check-box/

https://powerapps.microsoft.com/en-us/tutorials/control-column-line-chart/

https://powerapps.microsoft.com/en-us/tutorials/control-date-picker/


https://powerapps.microsoft.com/en-us/tutorials/control-drop-down/


https://powerapps.microsoft.com/en-us/tutorials/control-export-import/

https://powerapps.microsoft.com/en-us/tutorials/control-gallery/

https://powerapps.microsoft.com/en-us/tutorials/control-html-text/

https://powerapps.microsoft.com/en-us/tutorials/control-shapes-icons/

https://powerapps.microsoft.com/en-us/tutorials/control-image/

https://powerapps.microsoft.com/en-us/tutorials/control-export-import/

https://powerapps.microsoft.com/en-us/tutorials/control-column-line-chart/

https://powerapps.microsoft.com/en-us/tutorials/control-list-box/

https://powerapps.microsoft.com/en-us/tutorials/control-microphone/

https://powerapps.microsoft.com/en-us/tutorials/control-pdf-viewer/

https://powerapps.microsoft.com/en-us/tutorials/control-pen-input/

https://powerapps.microsoft.com/en-us/tutorials/control-pie-chart/

https://powerapps.microsoft.com/en-us/tutorials/control-radio/

https://powerapps.microsoft.com/en-us/tutorials/control-rating/

https://powerapps.microsoft.com/en-us/tutorials/control-screen/

https://powerapps.microsoft.com/en-us/tutorials/control-shapes-icons/

https://powerapps.microsoft.com/en-us/tutorials/control-slider/

https://powerapps.microsoft.com/en-us/tutorials/control-text-box/

https://powerapps.microsoft.com/en-us/tutorials/control-text-input/

https://powerapps.microsoft.com/en-us/tutorials/control-timer/

https://powerapps.microsoft.com/en-us/tutorials/control-toggle/

https://powerapps.microsoft.com/en-us/tutorials/control-audio-video/


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

http://techchir.ag/2eaGsV7

http://techchir.ag/2dVDkiq

http://techchir.ag/2ekvYrk


FlowLightweight tool to automating workflows across apps and servicesGet 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

http://techchir.ag/2dyUrUK

http://techchir.ag/2dyV1lu

http://techchir.ag/2deWblf

http://techchir.ag/2e8mXBV


Project OnlineProject 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

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 – Projects Snapshot


Project Online – Settings


Project Online – Custom Fields and Lookups


Project Online – Project Portfolio Dashboard


Power BIInteractive 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 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


Power BI – Dashboard DEMO


Power BI – Quick Insights DEMO


Power BI Asking the big ask!


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 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

http://techchir.ag/29ohgIx

http://techchir.ag/29xDlaD

http://techchir.ag/29DjbOK

http://techchir.ag/29uutAV

http://techchir.ag/29xsCQc

http://techchir.ag/29OPiuD


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

techChirag.com

https://support.office.com/en-gb/article/What-s-new-in-Microsoft-SharePoint-Online-02449ef0-027e-4089-8717-f0ae7ea58029

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://techcommunity.microsoft.com/t5/user/viewprofilepage/user-id/1614

http://www.techchirag.com/

http://www.techchirag.com/


https://techchirag.com/2016/09/13/presenting-modern-sharepoint-experiences-at-collab365-global-conference-19-20-october-2016/




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