Understanding the Collaboration Toolkit
Brian Caauwe – Manager, Business Productivity
January 20th, 2018
Outlook
Skype for Business
SharePoint
OneDrive for Business
Delve
To-Do
Office 365 Groups
Yammer
Planner
Teams
Stream
Power BI
Flow
PowerApps
Toolkit
Baseline
Purpose
Value
Guidance
Warning
Usage
Who am I?
• Brian Caauwe
• Manager, Consultant, Speaker and new dad of 2
• Email: bcaauwe@avtex.com
• Twitter: @bcaauwe
• Technical Editor
• Professional SharePoint 2013 Administration
• Certifications
• MCM: SharePoint Server 2010
• MCSM: SharePoint
Gold Sponsors
SHAREPOINT SATURDAY
ST.LOUIS 2018
Silver Sponsors
Bronze Sponsors
Personal Information Manager
Produce and Store E-mail
Schedule Meetings
Keep Track of Tasks
Organize and Explore Contact Info
Email
• Response Times
• Links
Calendaring
• Free / Busy
• Location Visibility
Personal Data
Local PST
Secure E-mail
Malware
Contacts
• vCards
Tasks
• Due Dates
• Task Requests
Modern Attachments
Scheduling Assistant
Forward V-Card
Task Request
Communications Platform
Presence
Instant Messaging
File Transfer
Conferencing
VoIP
Federation
Upload PowerPoint for presentation
Categorize contacts for privacy levels
Respect availability
Expect short / quick communication
Unique Skype Room conferences
Use profile photos to enhance connection Conversations tracked much like e-mail
Open federation default privacy
Be mindful of recording audio
Respect Statuses
Set Privacy Status
Utilize Recordings
Web Based Productivity Platform
Enterprise Content Management
Enterprise Search
Intranet Portal
Customizations
Swiss Army Knife
Start small, find quick wins
Leverage existing directory information
Use Metadata to power experience
Search assists in crossing boundaries
Get ready for “modern” design
Requirements, Requirements, Requirements
Just because you can doesn’t mean you should
Branding rework upon major updates
The requests just keep on coming
Online vs. On-Premises vs. Hybrid
Modern Pages
Modern Lists and Libraries
Integrated Search
Store, Sync and Share
Personal Storage
Sync to local device
Integrated into Office
Share Internal and External
Personal COMPANY content
Great location for OneNote notebooks
Use Next Gen Sync
Selectively sync folders
Share, Share, Share Personal content still means COMPANY
Don’t just lift personal drives
Understand external sharing
Don’t sync EVERYTHING
Share
Store Sync
Personal Insights and Intelligent Search
Leverages Office Graph
Extend reach with Hybrid
Find content related to your work
Review Security
Categorize with Boards
Favorite content
Review Analytics
Don’t be scared
MyAnalytics only in E5
SPSSTL - Understanding the Collaboration Toolkit
Manage your most important daily tasks
Integration with Outlook tasks
Mobile accessibility
Manage in Outlook
Multiple Lists
Use the tool of YOUR choice
Not integrated with Planner
No category sync support
Just reached GA
My Day
Repeatable Tasks
Center of Office 365 Integration
Internal and External Members
Conversations
Shared Calendar
Shared Files
Group Notebook
Connectors
Limit creators to reduce sprawl
Tag “SECRET” groups to remove from GAL
Populate conversations with connectors
Modern SharePoint experience
Configure usage guidelines
Each group creates distribution list and SharePoint site
SharePoint sites not visible in Classic Admin Center
Compliance features require Azure AD
ConversationsFilesCalendar
Corporate Social Networking and Social Collaboration
Exchanging ideas, news and thoughts
Historical Reference
Engaging others outside of your team
Sparking conversations around a topic
External User Participation
Ask questions to spark conversations
Utilize to gather quick feedback
Recognize performance with praise
Look to learn across the org
Think as a Day 1 employee
Embed into working tools
Expect “longer” response times
Confidential / Private
Real Time Collaboration
Post
Announcement
Poll
Praise
Visually Organize Teamwork
Built Upon Office 365 Groups
Conversations
Files
Categorization
Assignments
Visualizations
Planner created for each Office 365 Group
Minimal plans created in Microsoft Teams
Organize by Buckets and Tabs
Use for fast churning tasks
Highlight user to visualize tasks
NOT all plans are the same
NOT integrated with Outlook tasks
NOT meant for large program management
Hub
Boards
Charts
Tasks
Active Team Collaboration
Leverages Office 365 Groups
Remote Employee Watercooler
Asynchronous Communication
Connector / Bot Extensions
Persistent Chat
Integrations with Skype
Stay engaged with team members
Chat with people on the go
Gives users a choice
Utilize connectors for integrations
Mention people, channel or team to raise attention
Expect “quicker” response times Team sees everything
Confidential / Private
“External Access”
Chat
TeamsMeetingsFiles
Enterprise Video Service
Leverages Office 365 Groups
Modern web part for SharePoint
Mobile Ready
Set Language for automatic captions
Channels
Watchlists
E5 Features
• Face detection
• Search auto-generated transcripts
• Timeline view
Migration from Office 365 Video
• Tenant Opt-in (2018 Q1/Q2)
No External Sharing
Details, Permissions and OptionsIntegrated Comments with Office 365 GroupsMy Videos
Data Visualization Service
Integrated with Office 365 Groups
Interactive Visualizations
Access your data anywhere
Mobile accessibility
Modern SharePoint web part
Utilize Power BI Desktop for creation
Access on-prem data with shared gateways
Start with content packs
Ask questions with Natural Language Query New data language
Expect “ramp up” time
Limited features without E5
Rich Visualizations
Power BI Desktop
Integrated Workflow Service
Built on top of LogicApps
100+ service connections
Mobile accessibility
Not all flows need to originate from SharePoint
Create flow templates
Leverage team flows
Built-in approvals
Out of the box templates
Combine with PowerApps Governance limitations without additional licensing
Some services available under premium licensing
ConnectorsFlow TemplatesApprovals
Mobile Application Service
Utilizes same connections as Flow
Built for Power Users
Mobile accessibility
Utilize Windows App for creation
Leverage Excel like functions
Access on-prem data with shared gateways
Look at sample apps for patterns
*NEW SharePoint embed InfoPath
• Not feature parity
• Migrations not available
Expect “ramp up” time
App Studio EditingSample App
Excel like formulas
SPSSTL - Understanding the Collaboration Toolkit
How to get ahold of me?
Brian Caauwe
• Email: bcaauwe@avtex.com
• Twitter: @bcaauwe
• SlideShare: https://www.slideshare.net/BrianCaauwe
• Microsoft Tech Community:
https://techcommunity.microsoft.com/t5/user/viewprofilepage/user-id/2831
• MNSPUG: http://www.sharepointmn.com
Resources
• Outlook
• What’s new in Outlook 2016: https://support.office.com/en-us/article/What-s-new-in-
Outlook-2016-for-Windows-51c81e7a-de25-4a34-a7fe-bd79f8e48647?ui=en-US&rs=en-
US&ad=US
• Skype for Business
• Collaborate anytime, anywhere with online meetings:
https://go.microsoft.com/fwlink/p/?LinkId=785751
• SharePoint
• The Future of SharePoint: https://blogs.office.com/2016/05/04/the-future-of-sharepoint/
• OneDrive
• Next Gen Sync Client: http://go.microsoft.com/fwlink/p/?LinkId=248256
• Get Started with Next Gen Sync Client: https://support.office.com/en-us/article/Get-started-
with-the-new-OneDrive-sync-client-in-Windows-615391c4-2bd3-4aae-a42a-
858262e42a49?ui=en-US&rs=en-US&ad=US
• Yammer
• Yammer Notifier: https://go.microsoft.com/fwlink/p/?LinkId=617593
Resources
• Office 365 Groups
• Office 365 Groups update at Ignite 2016: https://blogs.office.com/2016/10/12/office-365-groups-
update-at-ignite-2016/
• Microsoft Teams
• MVA Readiness: http://aka.ms/microsoft-teams/readiness
• Microsoft Tech Community: https://aka.ms/msteamscommunity
• Microsoft Planner
• Hands-on Demo: https://blogs.office.com/2016/06/27/microsoft-planner-hands-on-
demonstration/
• Office 365 Video
• Introducing Office 365 Video: https://blogs.office.com/2014/11/18/introducing-office-365-video/
• What Stream means for Office 365: https://blogs.office.com/2016/07/18/what-microsoft-stream-
means-to-office-365/
• Office Delve
• Discover what you need, when you need it: https://blogs.office.com/2015/03/16/office-delve-
discover-exactly-what-you-need-when-you-need-it/
• MyAnalytics: https://blogs.office.com/2016/04/06/take-back-your-time-with-delve-analytics/
SPSSTL - Understanding the Collaboration Toolkit

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SPSSTL - Understanding the Collaboration Toolkit

  • 1. Understanding the Collaboration Toolkit Brian Caauwe – Manager, Business Productivity January 20th, 2018
  • 2. Outlook Skype for Business SharePoint OneDrive for Business Delve To-Do Office 365 Groups Yammer Planner Teams Stream Power BI Flow PowerApps Toolkit
  • 4. Who am I? • Brian Caauwe • Manager, Consultant, Speaker and new dad of 2 • Email: [email protected] • Twitter: @bcaauwe • Technical Editor • Professional SharePoint 2013 Administration • Certifications • MCM: SharePoint Server 2010 • MCSM: SharePoint
  • 5. Gold Sponsors SHAREPOINT SATURDAY ST.LOUIS 2018 Silver Sponsors Bronze Sponsors
  • 6. Personal Information Manager Produce and Store E-mail Schedule Meetings Keep Track of Tasks Organize and Explore Contact Info Email • Response Times • Links Calendaring • Free / Busy • Location Visibility Personal Data Local PST Secure E-mail Malware Contacts • vCards Tasks • Due Dates • Task Requests
  • 8. Communications Platform Presence Instant Messaging File Transfer Conferencing VoIP Federation Upload PowerPoint for presentation Categorize contacts for privacy levels Respect availability Expect short / quick communication Unique Skype Room conferences Use profile photos to enhance connection Conversations tracked much like e-mail Open federation default privacy Be mindful of recording audio
  • 9. Respect Statuses Set Privacy Status Utilize Recordings
  • 10. Web Based Productivity Platform Enterprise Content Management Enterprise Search Intranet Portal Customizations Swiss Army Knife Start small, find quick wins Leverage existing directory information Use Metadata to power experience Search assists in crossing boundaries Get ready for “modern” design Requirements, Requirements, Requirements Just because you can doesn’t mean you should Branding rework upon major updates The requests just keep on coming Online vs. On-Premises vs. Hybrid
  • 11. Modern Pages Modern Lists and Libraries Integrated Search
  • 12. Store, Sync and Share Personal Storage Sync to local device Integrated into Office Share Internal and External Personal COMPANY content Great location for OneNote notebooks Use Next Gen Sync Selectively sync folders Share, Share, Share Personal content still means COMPANY Don’t just lift personal drives Understand external sharing Don’t sync EVERYTHING
  • 14. Personal Insights and Intelligent Search Leverages Office Graph Extend reach with Hybrid Find content related to your work Review Security Categorize with Boards Favorite content Review Analytics Don’t be scared MyAnalytics only in E5
  • 16. Manage your most important daily tasks Integration with Outlook tasks Mobile accessibility Manage in Outlook Multiple Lists Use the tool of YOUR choice Not integrated with Planner No category sync support Just reached GA
  • 18. Center of Office 365 Integration Internal and External Members Conversations Shared Calendar Shared Files Group Notebook Connectors Limit creators to reduce sprawl Tag “SECRET” groups to remove from GAL Populate conversations with connectors Modern SharePoint experience Configure usage guidelines Each group creates distribution list and SharePoint site SharePoint sites not visible in Classic Admin Center Compliance features require Azure AD
  • 20. Corporate Social Networking and Social Collaboration Exchanging ideas, news and thoughts Historical Reference Engaging others outside of your team Sparking conversations around a topic External User Participation Ask questions to spark conversations Utilize to gather quick feedback Recognize performance with praise Look to learn across the org Think as a Day 1 employee Embed into working tools Expect “longer” response times Confidential / Private Real Time Collaboration
  • 22. Visually Organize Teamwork Built Upon Office 365 Groups Conversations Files Categorization Assignments Visualizations Planner created for each Office 365 Group Minimal plans created in Microsoft Teams Organize by Buckets and Tabs Use for fast churning tasks Highlight user to visualize tasks NOT all plans are the same NOT integrated with Outlook tasks NOT meant for large program management
  • 24. Active Team Collaboration Leverages Office 365 Groups Remote Employee Watercooler Asynchronous Communication Connector / Bot Extensions Persistent Chat Integrations with Skype Stay engaged with team members Chat with people on the go Gives users a choice Utilize connectors for integrations Mention people, channel or team to raise attention Expect “quicker” response times Team sees everything Confidential / Private “External Access”
  • 26. Enterprise Video Service Leverages Office 365 Groups Modern web part for SharePoint Mobile Ready Set Language for automatic captions Channels Watchlists E5 Features • Face detection • Search auto-generated transcripts • Timeline view Migration from Office 365 Video • Tenant Opt-in (2018 Q1/Q2) No External Sharing
  • 27. Details, Permissions and OptionsIntegrated Comments with Office 365 GroupsMy Videos
  • 28. Data Visualization Service Integrated with Office 365 Groups Interactive Visualizations Access your data anywhere Mobile accessibility Modern SharePoint web part Utilize Power BI Desktop for creation Access on-prem data with shared gateways Start with content packs Ask questions with Natural Language Query New data language Expect “ramp up” time Limited features without E5
  • 30. Integrated Workflow Service Built on top of LogicApps 100+ service connections Mobile accessibility Not all flows need to originate from SharePoint Create flow templates Leverage team flows Built-in approvals Out of the box templates Combine with PowerApps Governance limitations without additional licensing Some services available under premium licensing
  • 32. Mobile Application Service Utilizes same connections as Flow Built for Power Users Mobile accessibility Utilize Windows App for creation Leverage Excel like functions Access on-prem data with shared gateways Look at sample apps for patterns *NEW SharePoint embed InfoPath • Not feature parity • Migrations not available Expect “ramp up” time
  • 33. App Studio EditingSample App Excel like formulas
  • 35. How to get ahold of me? Brian Caauwe • Email: [email protected] • Twitter: @bcaauwe • SlideShare: https://www.slideshare.net/BrianCaauwe • Microsoft Tech Community: https://techcommunity.microsoft.com/t5/user/viewprofilepage/user-id/2831 • MNSPUG: http://www.sharepointmn.com
  • 36. Resources • Outlook • What’s new in Outlook 2016: https://support.office.com/en-us/article/What-s-new-in- Outlook-2016-for-Windows-51c81e7a-de25-4a34-a7fe-bd79f8e48647?ui=en-US&rs=en- US&ad=US • Skype for Business • Collaborate anytime, anywhere with online meetings: https://go.microsoft.com/fwlink/p/?LinkId=785751 • SharePoint • The Future of SharePoint: https://blogs.office.com/2016/05/04/the-future-of-sharepoint/ • OneDrive • Next Gen Sync Client: http://go.microsoft.com/fwlink/p/?LinkId=248256 • Get Started with Next Gen Sync Client: https://support.office.com/en-us/article/Get-started- with-the-new-OneDrive-sync-client-in-Windows-615391c4-2bd3-4aae-a42a- 858262e42a49?ui=en-US&rs=en-US&ad=US • Yammer • Yammer Notifier: https://go.microsoft.com/fwlink/p/?LinkId=617593
  • 37. Resources • Office 365 Groups • Office 365 Groups update at Ignite 2016: https://blogs.office.com/2016/10/12/office-365-groups- update-at-ignite-2016/ • Microsoft Teams • MVA Readiness: http://aka.ms/microsoft-teams/readiness • Microsoft Tech Community: https://aka.ms/msteamscommunity • Microsoft Planner • Hands-on Demo: https://blogs.office.com/2016/06/27/microsoft-planner-hands-on- demonstration/ • Office 365 Video • Introducing Office 365 Video: https://blogs.office.com/2014/11/18/introducing-office-365-video/ • What Stream means for Office 365: https://blogs.office.com/2016/07/18/what-microsoft-stream- means-to-office-365/ • Office Delve • Discover what you need, when you need it: https://blogs.office.com/2015/03/16/office-delve- discover-exactly-what-you-need-when-you-need-it/ • MyAnalytics: https://blogs.office.com/2016/04/06/take-back-your-time-with-delve-analytics/

Editor's Notes

  • #7: Email Expect “long” response times Send more links than Attachments Be respectful of Reply All Calendaring Preview Free/Busy info before scheduling meeting Use Show As for location visibility Use the Optional vs. Required Attendees Use Private for personal appointments Contacts Forward Information as vCard Tasks Don’t ignore Due Dates Utilize Task Requests