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sharepointmaven.com @gregoryzelfond
SHAREPOINT HACKS YOU
CANNOT LIVE WITHOUT
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Before we start…
 Webinar recording is available h...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
About Me
 Gregory Zelfond
 10+ years of experienc...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
About SharePoint Maven
I HELP ORGANIZATIONS TO UNLO...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Agenda
1. Quick Edit
2. Version Control
3. Edit doc...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
1. Quick Edit
 Business Benefit
– Allows to bulk-e...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
2. Version Control
 Business Benefit
– Tracks hist...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
3. Edit documents online
 Business Benefit
– Allow...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
4. List/Library Search Box
 Business Benefit
– All...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
5. In-browser Drag and Drop between folders and met...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
6. Security Group permission lookup
 Business Bene...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
7. Drop-down Navigation
 Business Benefit
– Allows...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
8. Enterprise Keywords
 Business Benefit
– Allows ...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
9. Managed Metadata
 Business Benefit
– Type-ahead...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
10. Metadata Navigation
 Business Benefit
– Awesom...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Need help with SharePoint?
 SharePoint Site Config...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
THANK YOU!
Visit: sharepointmaven.com
Email: greg@s...
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SharePoint Tips and Tricks you cannot live without

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Don’t you just love it when you learn new things that make your life in SharePoint easier? This slide deck covers cool SharePoint tips and tricks that will save you time and make you look like a star!

Please reference the video with step by step instructions here: https://youtu.be/INUFaJHoX0o

Publié dans : Technologie
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SharePoint Tips and Tricks you cannot live without

  1. 1. sharepointmaven.com @gregoryzelfond SHAREPOINT HACKS YOU CANNOT LIVE WITHOUT
  2. 2. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Before we start…  Webinar recording is available here  Slides and Demo based off SharePoint Online, however, similar functionality is available with on-premises and older versions of SharePoint
  3. 3. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond About Me  Gregory Zelfond  10+ years of experience with SharePoint  Huge SharePoint Advocate, blogger  Love to solve business problems using code-free, out of the box SharePoint configurations  Owner of SharePoint Maven
  4. 4. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond About SharePoint Maven I HELP ORGANIZATIONS TO UNLOCK THE POWER OF SHAREPOINT MIGRATION CONSULTING TRAINING
  5. 5. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Agenda 1. Quick Edit 2. Version Control 3. Edit documents online 4. List/Library search box 5. In-browser drag and drop 6. Security group sites permission lookup 7. Drop-down navigation 8. Enterprise Keywords 9. Managed Metadata 10. Metadata Navigation
  6. 6. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond 1. Quick Edit  Business Benefit – Allows to bulk-edit metadata (many at once)  How to – Make sure you choose flat view (no grouping!) – Library/List Tab > Quick Edit – Drag cells just like in Excel
  7. 7. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond 2. Version Control  Business Benefit – Tracks history of changes to the document/item  How to – Library/List Tab > Library Settings > Versioning settings – Enable Major Versions
  8. 8. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond 3. Edit documents online  Business Benefit – Allows to edit documents in the browser without MS Office (Word, Excel) installed on the computer  How to – Click on document – Click on Edit in Word/Excel Online
  9. 9. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond 4. List/Library Search Box  Business Benefit – Allows to quickly search for documents or items in a list or a document library (not the whole site!) – Search picks up metadata, file names, text within the documents!  How to – Reference this blog post for detailed instructions
  10. 10. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond 5. In-browser Drag and Drop between folders and metadata groups  Business Benefit – No more Windows Explorer!!!  How to – Just drag and drop files and folders from one folder or metadata grouping to another right inside the browser.
  11. 11. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond 6. Security Group permission lookup  Business Benefit – Allows to quickly see what access particular security group has to the whole site collection!  How to – Site Settings > Site Permissions – Click on the security group – Settings > View Group Permissions Another reason to use security groups – this does not work with individual user permissions
  12. 12. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond 7. Drop-down Navigation  Business Benefit – Allows to quickly create global drop-down navigation without enabling Publishing features! – Excellent user adoption technique – quickly get to any site  How to – Site Settings > Top Link Bar – Drag and Drop submenus one under another, click Save – Works best with non-IE browsers – Special credit to Mike Smith and his blog post on this awesome technique! – Reference this blog post for detailed instructions
  13. 13. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond 8. Enterprise Keywords  Business Benefit – Allows for quick and easy utilization of metadata – Improves search experience – Gives you ideas on how to categorize documents (if you have no clue)  How to – Library/List Tab > Library Settings > Enterprise Metadata and Keywords Settings – Check the box, click OK
  14. 14. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond 9. Managed Metadata  Business Benefit – Type-ahead functionality – Ability to setup Metadata synonyms  How to – Site Settings > Term Store Management – Create a column, select Managed Metadata radio button
  15. 15. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond 10. Metadata Navigation  Business Benefit – Awesome user adoption/usability technique – Provides amazing search experience for business users – Partially mitigates 5,000 view item limit because it indexes those columns in the background  How to – Refer to this blog post for detailed instructions
  16. 16. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Need help with SharePoint?  SharePoint Site Configuration and Customization  Document Migration to SharePoint  SharePoint Implementation Strategy  SharePoint Training  SharePoint User Adoption  SharePoint Governance  SharePoint Project Management
  17. 17. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond THANK YOU! Visit: sharepointmaven.com Email: greg@sharepointmaven.com Follow: @gregoryzelfond Connect: linkedin.com/company/sharepoint-maven View: www.slideshare.net/gzelfond Watch: SharePoint Maven YouTube Channel Get in touch if you have questions

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