power users guide to office 365 - collab365 summit 2016
TRANSCRIPT
Online Conference
June 17th and 18th 2015
WWW.COLLAB365.EVENTS
Power Users Guide to Office 365
Chirag Patel @techChiragPatel Consulting
WWW.COLLAB365.EVENTS
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
WWW.COLLAB365.EVENTS
Office 365 Landscape
Groups Project Portfolio
Dashboard
WWW.COLLAB365.EVENTS
Session Overview - All Demos!
Office 365 Landscape
Office Planner
Office 365 Groups
Office Delve
SharePoint
Workflow
SharePoint Search
Project Online Power BI Access
Web App Forms
WWW.COLLAB365.EVENTS
Power User?
I LIKE OFFICE 365
CONFIGURATION
COZ CUSTOMISATION HURTS
WWW.COLLAB365.EVENTS
Office 365 Landscape
Office Online
Personal (1 user)Home (5 users)
Business EssentialsBusinessBusiness Premium
Dedicated
Pro PlusEnterprise E1Enterprise E3Enterprise E5
EducationGovernmentNot For Profit
WWW.COLLAB365.EVENTS
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
WWW.COLLAB365.EVENTS
Office Planner
WWW.COLLAB365.EVENTS
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
WWW.COLLAB365.EVENTS
Office Planner
WWW.COLLAB365.EVENTS
Office Planner – Board
WWW.COLLAB365.EVENTS
Office Planner – Task Detail
WWW.COLLAB365.EVENTS
Office Planner - Charts
WWW.COLLAB365.EVENTS
Office Planner
WWW.COLLAB365.EVENTS
Office 365 Groups
WWW.COLLAB365.EVENTS
Office 365 Groups
Supports:Public and PrivatePower BIPlannerDynamics CRM Online
Colla
boratio
n Bo
x • Conversations• Calendar• Files• Notebook• Connectors
WWW.COLLAB365.EVENTS
Office 365 Groups
WWW.COLLAB365.EVENTS
Office 365 Groups
WWW.COLLAB365.EVENTS
Office 365 Group - Connectors
WWW.COLLAB365.EVENTS
Office 365 Groups - ConnectorsDEMO
WWW.COLLAB365.EVENTS
Office 365 Groups – Outlook 2016
WWW.COLLAB365.EVENTS
Office 365 Groups App
WWW.COLLAB365.EVENTS
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
WWW.COLLAB365.EVENTS
Office Delve
WWW.COLLAB365.EVENTS
Office Delve Search & Discovery Tool Office Graph Technology Privacy & Security
WWW.COLLAB365.EVENTS
Office Delve - Search
WWW.COLLAB365.EVENTS
Office Delve - Boards
WWW.COLLAB365.EVENTS
Office Delve - PeopleDEM
WWW.COLLAB365.EVENTS
Office Delve – Card Attributes
WWW.COLLAB365.EVENTS
Delve App
WWW.COLLAB365.EVENTS
Office Delve – Target ContentOffice documents (Word, PowerPoint, Excel), PDFs
OneNote sectionsSharePoint Sites (tasks and pages)
ImagesEmail Attachments
VideosLinks to webpages from Yammer groups
WWW.COLLAB365.EVENTS
SharePoint Workflow
WWW.COLLAB365.EVENTS
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
WWW.COLLAB365.EVENTS
Workflow Design Example
WWW.COLLAB365.EVENTS
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
WWW.COLLAB365.EVENTS
SharePoint Search
WWW.COLLAB365.EVENTS
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
WWW.COLLAB365.EVENTS
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.
WWW.COLLAB365.EVENTS
Search Result Refiner
WWW.COLLAB365.EVENTS
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
WWW.COLLAB365.EVENTS
Search Result Refiner
WWW.COLLAB365.EVENTS
Search Result Refiner
WWW.COLLAB365.EVENTS
Project Online
WWW.COLLAB365.EVENTS
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
WWW.COLLAB365.EVENTS
Project Online
WWW.COLLAB365.EVENTS
Project Online
WWW.COLLAB365.EVENTS
Project Online
WWW.COLLAB365.EVENTS
Project Portfolio Dashboard
WWW.COLLAB365.EVENTS
Project Portfolio Dashboard
WWW.COLLAB365.EVENTS
Project Portfolio Dashboard
WWW.COLLAB365.EVENTS
Project Portfolio Dashboard
WWW.COLLAB365.EVENTS
Power BI
WWW.COLLAB365.EVENTS
Power BI
Connect easily to
various data sources
Data > Report > Dashboard
Building content packs
Add features• Custom questions
• Videos, other web content
WWW.COLLAB365.EVENTS
Power BI: Content Packs (Services)
WWW.COLLAB365.EVENTS
Power BI
WWW.COLLAB365.EVENTS
Publish to Power BI
WWW.COLLAB365.EVENTS
Power BI – Quick Insights
WWW.COLLAB365.EVENTS
Power BI – Pin tiles to dashboard
WWW.COLLAB365.EVENTS
Power BI Publisher for Excel
WWW.COLLAB365.EVENTS
Power BI - Dashboard
WWW.COLLAB365.EVENTS
Power BI – Featured Questions
WWW.COLLAB365.EVENTS
Power BI Mobile App
WWW.COLLAB365.EVENTS
Access Web App
WWW.COLLAB365.EVENTS
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
WWW.COLLAB365.EVENTS
Access Web App
WWW.COLLAB365.EVENTS
Access Web App
WWW.COLLAB365.EVENTS
Access Web App
WWW.COLLAB365.EVENTS
Access Web App
WWW.COLLAB365.EVENTS
Access 2016
WWW.COLLAB365.EVENTS
Access 2016
WWW.COLLAB365.EVENTS
Forms?
WWW.COLLAB365.EVENTS
• 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.
WWW.COLLAB365.EVENTS
Stay Connected
Be part of First ReleaseOffice 365 Scenario-based trainingOffice BlogOffice 365 RoadmapFastTrack for Office365Office 365 Network (Yammer)
WWW.COLLAB365.EVENTS
WWW.COLLAB365.EVENTS
Stay tuned for more great sessions …
Session Recording Available http://techchir.ag/collab365summit2016