Office 365 is powered by more productive apps than ever before when compared with SharePoint on-premises. In addition to the user interface and evolving collaboration landscape, this session will cover all the Office 365 collaboration tools and technologies such as Delve, Office 365 Groups, Power BI, Access and SharePoint with no-code and browser based configurations. You will gain invaluable insights and how-to determine what tools to use for what business requirements or scenarios.
You Will Learn :
Understand all of the tools and technologies in Office 365
Know how much organisations can save with Office 365 apps
Get to know when to use what power user tool
Tricks and tips of what to do and what to avoid
Suitable For: End User, Power User, Project Management
Track : Productivity and Power User
An accompanying video can be accessed at http://techchir.ag/collab365summit2016
2. WWW.COLLAB365.EVENTS
Chirag Patel
Patel Consulting
chirag@patelconsulting.co.uk
Twitter : @techChirag
Facebook : Patel Consulting
LinkedIn : 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
5. 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
7. WWW.COLLAB365.EVENTS
Office 365 Landscape
Office Online
Personal (1 user)
Home (5 users)
Business Essentials
Business
Business Premium
Dedicated
Pro Plus
Enterprise E1
Enterprise E3
Enterprise E5
Education
Government
Not For Profit
8. 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
10. WWW.COLLAB365.EVENTS
Office Planner
Plan
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
24. 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
34. WWW.COLLAB365.EVENTS
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
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
36. WWW.COLLAB365.EVENTS
Workflow Actions
Core 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 Dates
Do Calculation Discard Check Out Item Trim String
Get an Item from a Dictionary Set Field in Current Item Find Substring in String
Log to History List Translate Document Replace Substring in String
Pause for Duration Update List Item Trim String
Pause Until Date Wait for Event in List Item
Send an Email
Wait for Field Change in Current
Item
Set Time Portion of Date/Time
Field
Set Workflow Status
Set Workflow Variable
Go to Stage
Source: https://msdn.microsoft.com/en-us/library/office/jj163867.aspx
38. WWW.COLLAB365.EVENTS
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
39. WWW.COLLAB365.EVENTS
SharePoint Search Web Parts
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.
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.
41. 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
45. 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
TargetAudience
teammembers, project participants,
businessdecision makersProject Online
Office365Service
Project Pro for Office365
project managers,resource managers,
PMO,businessdecision makers
project managers,resource managers
65. 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
73. 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.
74. WWW.COLLAB365.EVENTS
Stay Connected
Be part of First Release
Office 365 Scenario-based training
Office Blog
Office 365 Roadmap
FastTrack for Office365
Office 365 Network (Yammer)
You can access the session recording on YouTube: http://techchir.ag/collab365summit2016
MCSE SharePoint, Data Platform
BCS Chartered IT Professional
Speaker at SharePoint User Group UK, SPS Events (SharePoint Saturdays) and Collab365 events.
Office 365 collaboration tools
Mail
Calendar
People
Yammer
OneDrive
Sites
Planner
Project
Tasks
Power BI
Delve
Groups
Video
Word
Excel
PowerPoint
OneNote
Sway
Project Portfolio Dashboard
Office 365 is powered by more productive apps than ever before when compared with SharePoint on-premises. In addition to the user interface and evolving collaboration landscape, this session will cover all the Office 365 collaboration tools and technologies such as Delve, Office 365 Groups, Power BI, Access and SharePoint with no-code and browser based configurations. You will gain invaluable insights and how-to determine what tools to use for what business requirements or scenarios.
Power User’s role is a duty of care towards enhancing Office 365 platform through browser configurations and supported tools instead of hacking around with snippets of code!
List of Office 365 Connectors
Aha! – Manage work with a visual roadmap.
Airbrake – Captures errors and aggregates the results for developer review.
Alerts by MarketSpace – Company monitoring for marketing, PR, development and investment teams.
AppSignal – Track throughput, response times, and error rates in your apps.
Asana – Task and Project Management.
BeanStalk – A code hosting workflow
Bing News – Search news for your work and personalize email update.
BitBucket – Manage and collaborate on your code projects.
Biztera – Biztera simplifies decision-making with cloud software that streamlines approval workflows
BMC TrueSight Pulse (Boundary) – Monitor cloud and server infrastructure with real-time visibility.
Brandfolder – Gain great controls of your brand assets, all from Office 365.
Bugsnap – Track issues for your web and mobile apps.
Buildkite – Smart automation for your software development processes
Caller Zen – Create an SMS call center in seconds.
Chatra – Modern Live Chat Software.
CircleCl – Build, test, and deploy software continuously.
Clearlogin – Integrate Clearlogin with your GroupMail to receive real time notifications about use activity.
Cloud 66 – Build, deploy, and manage applications.
Codeship – Automate the workflow for development and deployment.
Crashlytics – Track errors in mobile apps.
Datadog – for Dynamics CRM
Delighted – The fastest way to gather actionable feedback from your customers.
Dynamics CRM Online – Manager your customer sales, marketing, and service relationships.
Enchant – Provide customer support with chat and email.
Envoy – The new standard for visitor registration
GhostInspector – Build or record automated testes for your web site.
GitHub – Manage and collaborate on code projects.
GoSquared – Simple, yet powerful analytics for your online business
Groove – Provide customer support with tem collaboration.
HelpScout – Provide customer support through email messages.
Heroku – Build and run applications in the cloud.
HoneyBadger – Exception and uptime monitoring for your web apps
Incoming Webhook – Send data from a service to your Office 365 group in real time (this is how you can bring in your own data to Office 365 groups)
IQBoxy – Intelligent Expense Management with Real-Time Receipt Processing and Expense Reports
JIRA – Gather, organize, and assign issues detected in your software.
JustReply – Simple time tracking for teams.
Librato – Real-Time Cloud Monitoring
Logentries – Search and monitor log data from any environment.
Magnum Cl – Build, test, and deploy software continuously.
MailChimp – Email marketing service
MeisterTask – An intuitive task management and collaboration tool for agile projects
OpsGenie – Alert and Notification solution
PagerDuty – Track and manage incidents, and define escalation policies.
Papertrail – Track and manage incidents and downtime issues.
Pingdom – Track uptime/downtime and performance of web sites.
Pivotal Tracker – Track progress in agile projects.
Raygun – Monitor crashes in web and mobile apps.
RSS – Get RSS feeds for your group.
Runscope – Log, monitor, and measure your API usage.
Salesforce – Manage sales opportunities
Sentry – Capture and aggregate exceptions in code.
Stack Overflow – Follow tagged questions and provide answers.
StatusPage.io – Statues page for App or Website
Subversion – An open-source revision control system
TestFairy – Test mobile apps and retrace events that precipitate errors.
Travis Cl – Run tests and deploy apps.
Trello – Manage to-do lists and tasks all in one place.
Twitter – Received messages called Tweets.
UserLike – Provide live chat support for web sites and mobile apps.
UserVoice – Product management and customer support tool.
WakaTime – Get updates about your team’s daily coding activity from GitHub, GitLab, or Bitbucket.
Wunderlist – Organize and share your to-do lists.
Yo – Communicate with others in simple fashion.
Zendesk – Zendesk brings companies and their customers closer together.
ZootRock – Curated Content in your niche to share to your Groups.
Searching for marketing
Delve Boards
Delve Favorites
File types
Source of program (i.e. Word, Excel, etc.)
Source of information area (i.e. Document Library, OneDrive For Business, etc.)
Generate email with link
Security access info
Share in Yammer
Number of views
Boards
Add to a board
Refinement configuration for Refinement
Get data from content packs through online services