Extending Collaboration with SharePoint and Microsoft Teams
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Webinar presented on July 11th, 2018 for the European SharePoint, Office 365 & Azure Community that walks through the latest updates on SharePoint and Microsoft's messaging around "intelligent communications," and the role of Microsoft Teams alongside existing and future SharePoint infrastructure. Great guidance for people wondering how SharePoint and Teams should coincide.
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Extending Collaboration with SharePoint and Microsoft Teams
- 1. SecuringOffice365accesstoservices byconfiguringConditionalAccess Speaker: Ove Bristrand Senior Cloud Advisor & CEO at netintegrate.se, Stockholm, Sweden Date: Wed, Mar 21, 2018 3:00 PM - 4:00 PM CET EXTENDING COLLABORATION WITH SHAREPOINT AND MICROSOFT TEAMS Wed, Jul 11, 2018 3:00 PM – 4:00 PM CEST Christian Buckley, MVP, Microsoft Regional Director
- 2. Christian Buckley Founder & CEO of CollabTalk LLC Microsoft Regional Director & MVP cbuck@collabtalk.com www.buckleyplanet.com @buckleyplanet
- 4. SharePoint: The building blocks of your intranet
- 6. Biz Apps Intelligent rollups Social highlights Hub sites Themes Site designs across your sites… … within your sites
- 7. Vendor agreements Legal portal Regional partner outreach Policies Customer Event planning HR Quarterly reports Company-wide Benefits Acquired sales Eco Adventure Travel Programs Customer connections Travel innovation SalesRegional sales Recognition & rewards EMEA sales Expense tracker Cultural Big wins Benefits planning New hires EMEA Records center
- 8. Vendor agreements Legal portal Regional partner outreach Policies Customer Event planning HR Quarterly reports Company-wide Benefits Acquired sales Eco Adventure Travel Programs Customer connections Travel innovation Sales Regional sales Recognition & rewards EMEA sales Expense tracker Cultural Big wins Benefits planning New hires EMEA Records center
- 10. your sites Communication sitesTeam sites Department Team Project Extranet (Partner, Customer) Committee (Planning, Executive) Initiative, campaign or event Share work with organization Community of practice or interest Training and policies Updates and reports
- 12. Communication sitesTeam sites Created by users or admins Created by users or adminsCreated by admins Navigation Theme and logo Search scope Hub sites A communication site or team site News and activity rollup
- 19. Flexibility – Recognition that no single solution will meet the needs of everyone
- 20. But does the SharePoint intranet model fit every collaboration scenario?
- 22. Outlook Inner Loop • Event team working together on an upcoming customer event • Technical Support trying to resolve an open customer ticket • Project Manager assembling a v-team to collaborate over the life of an initiative SharePoint & OneDrive
- 23. Outlook Outer Loop • Ideation opportunity and you want input from the entire company • Looking for expertise outside of your working team • Open discussion on topics that should be maintained as part of the organization’s broader knowledge assets Inner Loop • Event team working together on an upcoming customer event • Technical Support trying to resolve an open customer ticket • Project Manager assembling a v-team to collaborate over the life of an initiative SharePoint & OneDrive
- 24. Outlook Ubiquitous Loop Outer Loop • Ideation opportunity and you want input from the entire company • Looking for expertise outside of your working team • Open discussion on topics that should be maintained as part of the organization’s broader knowledge assets Inner Loop • Event team working together on an upcoming customer event • Technical Support trying to resolve an open customer ticket • Project Manager assembling a v-team to collaborate over the life of an initiative SharePoint & OneDrive Groups, Graph, and Security
- 25. 1. 2. 3.
- 29. Adding Microsoft Teams into the mix
- 30. Microsoft talks about “harnessing the power of intelligence” It’s beyond chat and online meetings, encompassing: • Cognitive services • Machine learning • Microsoft Graph • IoT
- 33. Extending how we think about collaboration and communication Microsoft Teams will become the core communications client for Microsoft Office 365 customers Teams will help organizations surface and utilize content and data residing within existing infrastructure, including SharePoint, OneDrive, Yammer, and Exchange Artificial intelligence will transform how we interact with our data, and each other
- 35. Envisioning intelligent communications in our day-to-day work experiences Before a meeting, insights, history, and deeper context After a meeting, notes and actions captured and distributed in context to relevant projects, powering search and eDiscovery During a meeting, improved connections with in-person and online participants, sharing of relevant information
- 36. Microsoft Cognitive Services and the Microsoft Graph will transform how content, conversations, and data are captured, classified, and surfaced Discovery will be integrated into every app and solution, putting relevant files and history at your fingertips Transcription, translation, and speech recognition will connect even more people in one streamlined experience Artificial intelligence will auto-generate notes and next steps based on company, team, or individual methodologies and best practices, and make suggestions to optimize and improve
- 37. More details: Intelligent Communications in Office 365 in FastTrack
- 38. The successful adoption of Microsoft Teams requires a change in behavior for most organizations. Teams is more than a product – it represents a different way of working. Change is about people – and re-wiring corporate culture.
- 39. Chat for today’s teams Communicate in the moment and keep everyone in the know Customizable for each team Tailor your workspace to include content and capabilities your team needs every day. A hub for teamwork Give your team quick access to information they need right in Office 365 Security teams trust Get the enterprise-level security and compliance features you expect from Office 365.
- 43. 1 Archive, eDiscovery, Legal Hold, Compliance Content Search, Auditing and Reporting are in E3 and above suites.
- 55. Common question: Does using Teams replace my need for SharePoint?
- 56. No, of course not. SharePoint is a core infrastructural component of Microsoft Teams, and works side-by-side with Teams to provide powerful and flexible collaboration options for your organization, with multiple ways to connect with and leverage your legacy – and future – SharePoint content.
- 61. What are the “Best Practices” for using SharePoint with Teams?
- 62. Office 365: Supporting the unique workstyle of every group Complete Collaboration Solution Office 365 addresses the breadth of collaboration needs across organization Integrated Experiences Office 365 Groups and Graph enable integrated experiences that facilitate effective collaboration Security and Compliance Office 365 provides the security, compliance and manageability required in today’s workplace Mail & Calendar Outlook Voice, Video & Meetings Skype Chat-based Workspace Teams Sites & Content Management SharePoint and OneDrive for Business Enterprise Social Yammer Office 365 Groups
- 64. Implementation Phases Gather your team – stakeholders, champions & early adopters Prioritize business scenarios Complete technical planning (network, security, mobile support & deployment) Complete pilots and broad onboarding Measure, manage, & drive adoption Envision Onboard Drive Value For Office 365 and Teams
- 67. cbuck@collabtalk.com +1 425-246-2823 www.CollabTalk.com Contact Us Strategy. Influence. Amplification.
Notes de l'éditeur
- Part 1 “A dynamic, ever-changing digital workplace”
- Part 2 “A dynamic, ever-changing digital workplace”
- Core message: sites are sites. All functionality & innovation accrue to all sites. You build an intranet with sites. The key difference is the connection to O365 groups & the default access/permissions. Default look & feel are secondary difference. In future, will add point about typical communication modalities (Teams/Email vs. Yammer)
- Core message: sites are sites. All functionality & innovation accrue to all sites. You build an intranet with sites. The key difference is the connection to O365 groups & the default access/permissions. Default look & feel are secondary difference. In future, will add point about typical communication modalities (Teams/Email vs. Yammer)
- Speaker notes: The workshop leader should stop the presentation at this point. Request a volunteer to share their screen and be the driver for the rest of the audience in the room. Lead a conversation that walks attendees through the checklist on the following slides. The audience should not see the checklist. They should just participate by actually using Teams. After the checklist is completed and the audience has had their first experience with Teams, you can return to the workshop to complete a deeper dive. Note: If the organization is brand new to Office 365 and has not enabled any other Office 365 workloads, some pre-work may be needed. The presenter will know this from the completed pre-engagement questionnaire, and this workshop should have been modified to account for any prerequisites. Run through the environmental checklist ahead of time, to be sure you understand your environment limitations before you do a live walkthrough. ***** Alternative workshop order: If workshop attendees are familiar with Teams, it may be beneficial to hide slides 9-12. This will allow you as the workshop lead to skip the introduction and engage the attendees in a live working session with the product. The decision on where to execute this portion of the workshop should be made prior to the workshop starting, if possible.
- Slide objective: Introduce Teams as part of the Office 365 collaboration portfolio Talking points: Teams fits in the Office 365 collaboration portfolio by giving teams easy access to the information they need in a dedicated hub for teamwork. Here, people find their team chat, content, people and tools living together in Office 365. There are four key attributes of Teams that help close-knit teams to perform at their best: The modern-day chat keeps everyone in the know with chat history, whether across the team or in a private chat It’s a dedicated hub for teamwork, where people have easy access to everyday apps such as Word, Excel, PowerPoint, websites, and OneNote – the apps teams rely on daily for getting work done Teams is customizable for the way different teams work, including publicly available APIs and bot frameworks Lastly, Teams is designed to provide a great collaboration experience while upholding our commitments to safeguard customer and user data, to protect their right to make decisions about that data, and to be transparent about what happens to that data
- Objective: Land first what Teams is: chat based collaboration for teams Talking points: Teams allows teams to communicate in real time and keep everyone in the know at the same time. All team members can see and contribute to the team chat, seeing chat history at any time to recall past discussions and decisions. You have the flexibility to create private chats for small group conversations with one or many people for when a conversation needs to be taken offline. You stay on top of all of the activity with notifications that alert you when you’ve been @mentioned or when someone replies to a conversation you’re a part of. You can also receive Skype for Business chat messages on Teams so that you have one place for your team communications. And of course, you can use Teams across all your devices. We support Teams on Windows, Mac, iOS, Android, Windows Phone, and on the web.
- Objective: Expand Teams value: differentiated with power of Office 365 integration Talking points: Not only is Teams the place for your team chat communications, it’s also a hub for your team’s collaboration. You find in a single place the chat conversations with your team, files, and everyday tools. When you need to talk face to face, you can start a video call from a team chat or private chat. Turn off video if you just want an audio call. You can also join scheduled meetings from Teams to meet within a channel or privately outside the channel. Because Teams is integrated with Office 365, teams have quick access to the information they need whether they are files shared through SharePoint, notes in OneNote or tasks in Planner. Excel, PowerPoint, Word, PDFs, and other documents can be shared and opened right in the app. If you can’t immediately find what you need, you can search in Teams for people, files, chats and links. You can move easily between multiple teams so it’s easy to see what’s going on across teams, across channels, across chats. It’s also easy to set up and manage, whether you’re an IT pro or an end user. Because it’s part of Office 365, all of your team members are instantly there.
- Objective: Show Teams is also flexible to meet the individual needs of different organizations Talking points: Teams gives you the flexibility to create a workspace that fits your teams’ needs. Create different channels for the team based on work streams or topics. Add new tabs to a channel for quick access to frequently used documents and cloud services like PowerPoint and Planner. Teams also includes integrations from partners like Zendesk, Asana, and Hootsuite. Tabs are used to surface content in its native format, allowing for rich collaboration in the right context. Explore data and take quick actions with bots like T-bot. or 3rd party bots like Polly, Meekan and many others. With more than 70 Office 365 Connectors from services like Twitter, Dynamics CRM Online, VSTS or GitHub, available now, you can send rich notifications right into a channel. These are great for notifying a team about required actions, completed transactions, breaking news, and other real-time updates. You can stay on top of all of the activity with notifications which alert you to when you’ve been @mentioned or when someone’s replied to a conversation you’re a part of.
- Objective: Differentiate Teams through Office 365 platform of security, privacy, transparency and global reach Talking points: Office 365 has strong commitments around security, compliance, privacy and transparency. Teams was built using these same principles to deliver an enterprise grade platform. From the start, Teams was architected with compliance, authentication and privacy in mind. Teams will have compliance built-in, with support for industry standards including grade b accessibility, ISO 27001 and 27018, SOC 1 and SOC 2, HIPAA, EU Model Clauses and more. We’ve recently added information features that you’ve come to expect from Office 365 apps and services– Archive, eDiscovery, Legal Hold, Compliance Content Search, Auditing and Reporting. These features help you control sensitive information if your business has specific security requirements for content security and data use. Teams protects team data securely using strong security measures including two factor authentication, hard passwords and access policies. Your data is always encrypted, whether it is chat, notes or files. It’s your data, you own it, you control it. Microsoft does not mine customer data for advertising purposes and we safeguard customer data with strong contractual commitments. In keeping with our commitment to provide customers the utmost transparency, customers can see uptime, the location of their data, and detailed reports of how Office 365 controls map to the security, privacy, compliance and risk management controls defined in the Cloud Security Alliance Cloud Control Matrix (CSA CCM). Teams is enterprise grade, with support in 18 languages across 181 markets and 6 data centers worldwide, a 99.9% financially backed SLA and 24/7 support.
- Speaker notes: If the organization participating in the workshop has SharePoint On-premises or Hybrid, be clear to explain that Teams requires SharePoint Online and will only leverage SharePoint Online. OneDrive for Business license is tied to the SharePoint license To learn more, visit our doc set at https://docs.microsoft.com/en-us/MicrosoftTeams/sharepoint-onedrive-interact
- Speaker notes: If the organization participating in the workshop has SharePoint On-premises or Hybrid, be clear to explain that Teams requires SharePoint Online and will only leverage SharePoint Online. OneDrive for Business license is tied to the SharePoint license To learn more, visit our doc set at https://docs.microsoft.com/en-us/MicrosoftTeams/sharepoint-onedrive-interact
- When you create a Microsoft Team, on the backend, you’re creating an Office 365 Group If the person creating the Team is an owner of an existing Office 365 Public or Private Group, they can add Teams functionality to the Group. When looking at enhancing a public Office 365 Group, users can do that if the number of members is equal to or less than 2500. To learn how to use PowerShell to control the permissions, and the types of licenses that are required to take advantage of these features, see [Manage who can create Office 365 Groups](https://support.office.com/en-us/article/Manage-who-can-create-Office-365-Groups-4c46c8cb-17d0-44b5-9776-005fced8e618). Team management The Team Naming convention feature provided by Groups is in private preview, and will be available soon in public preview. To learn more about this feature, see [Office 365 Groups naming policy](https://support.office.com/en-us/article/Office-365-Groups-Naming-Policy-6ceca4d3-cad1-4532-9f0f-d469dfbbb552). Prevent Teams from showing up in the global address list (GAL). To learn more, see "Hide Office 365 Groups from GAL" in [Manage Office 365 Groups with PowerShell](https://support.office.com/en-gb/article/Manage-Office-365-Groups-with-PowerShell-aeb669aa-1770-4537-9de2-a82ac11b0540). Manage Team\Group Expiration policies. To learn more, see [Office 365 Group Expiration Policy](https://support.office.com/en-us/article/Office-365-Group-Expiration-Policy-8d253fe5-0e09-4b3c-8b5e-f48def064733).
- Guests must have an AAD identity. With support for MSA identities coming soon.
- Tenant admins must go an enable guest access for Microsoft Teams. Learn more here: https://docs.microsoft.com/en-us/MicrosoftTeams/set-up-guests Team owners can add guests and modify the display name if that guest is being added to the tenant for the first time: Doc: https://docs.microsoft.com/en-us/MicrosoftTeams/add-guests Video: https://youtu.be/1daMBDyBLZc Guests with MSA email addresses is a feature that will soon be supported.
- Objective: Customers can use the different tools across the Office 365 suite to get their job done. Talking points: Office 365 is the culmination of everything we have learned in more than 40 years of pushing the boundaries of what’s possible in business productivity. Each application has been road-tested and validated by our customers and the industry. With Office 365, you can equip your whole organization with a robust collaboration solution that meets the needs of diverse groups. Whether that’s generational, geographical, functional or simply workstyle diversity. Below are some details of the different tools customers can use: Teams: Leveraged by users & teams who are looking to collaborate in real time with the same group of people Teams looking to iterate quickly on a project while sharing files & collaborating on shared deliverables Users looking to connect a wide range of tools into their workspace (such as Planner, Power BI, GitHub, etc.) Outlook: Leveraged by users looking to communicate in more formal, structured manner Specific business processes that require email usage to transmit documents & information inside and outside corporate boundaries Communicating & connecting with users who are outside of immediate workgroup or organization Low frequency interactions that do not require immediate action Skype for Business: Organizations looking for real time communication and collaboration both internally with immediate team, outside of immediate team and externally with customers/partners Meetings with audio, video and content with small or large teams (including Town Halls with up to 10,000 participants) Enterprise telephony functionality SharePoint Online: Use for company, organizational intranet sites with curated content Deploy project information sites that are public to your entire organization Implement business process automation on libraries and lists of information by integrating Flow, PowerApps and other automation tools Land Teams first then move this section down later in Plan Yammer: Leveraged to help connect users across the organization share best practices or participate in a community of practice Enterprise social network to connect one to many and crowdsource ideas and topics Customers looking to foster two way conversations between leadership and staff
- Now that we have better understanding of teams all up, let’s get into the specifics of how we will roll this out for your organization. A typical Teams journey may take the following form: Download the Practical Guidance for Teams Quick Start & Planning Guide to gather greater details for the 5 steps on this slide. https://www.microsoft.com/download/55981 Step One: Get your people together Step Two: Prioritize your business scenarios Step Three: Complete Technical Planning Step Four: Conduct pilots and deploy Teams Step Five: Measure usage, manage satisfaction, and drive adoption Change Management is a crucial part of this journey and we will cover it later on in this presentation During the journey, one of the first uses of Teams in your environment will be the IT pilot. You may also consider leveraging this pilot to help your team engage with the planning, delivery and operation of Teams and outreach to the business users.