A day in the life of a SharePoint power user
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In this session, you will learn tips and tricks to improve your skills as a SharePoint Power User. Learn how to customize forms, lists, pages and Web Parts, for both modern and classic sites.
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A day in the life of a SharePoint power user
- 1. 2018
- 2. Platinum Sponsors Gold Sponsors Speaker Dinner SponsorSilver Sponsors To all of our sponsors, Thank you!
- 3. A day in the life of a SharePoint Power User Serge Tremblay Strategic advisor Collaboration SPS Charlotte Saturday, August 11, 2018 UNC Charlotte Center City, 320 E. 9th Street, Charlotte, NC 28202
- 4. Who is Serge Tremblay? serge.tremblay@victrix.ca
- 5. Meet Albert, Office 365 Power User Meetings (1 per month)(and answer if required) • Check his agenda • Content review for a Microsoft Teams workshop A DAY IN A LIFE OF ALBERT AN OFFICE 365 POWER USER OFFICE 365 POWER USER JOB DESCRIPTION– An Office 365 Power User is someone that: • Is eager to learn new Technology • Likes to talk to people • Likes to teach and share knowledge • Likes to answer questions • That will do more than a regular user with the same tools
- 6. Is this a full time Job? • It could be, but does not have to be!
- 7. What tools are we going to cover? • SharePoint Modern VS Classic • Working with modern pages • Customize SharePoint List Forms • Microsoft Forms • Microsoft Flow
- 9. SharePoint Classic Vs Modern Classic Team site Modern Team site
- 10. Modern Sites • Responsive • Easy to use • Can seems to be restrictive compared to Classic sites • Hub sites • Page metadata
- 12. SharePoint Modern page banner images • Not all images will work well for modern pages banner images or hero Web Part
- 13. Tip 1: Building Hero WebPart Images
- 14. Use Hero WebPart Jigsaw Source: https://medium.com/@smcollier/hero-webpart-jigsaws-ad59f52deb91
- 15. Jigsaw can also be used for the banner images Before After
- 17. Tip 2: SharePoint Modern pages properties • You can now add properties to your SharePoint modern pages • These properties can be used to find similar type of pages • It can also be used with the Highlighted content Web Part
- 18. Demo • Create a new Managed Metadata term set • Create a new site column called Page Type that uses the new term set • Add the new site column to your pages library • Edit your pages to add a Page Type • Request a full crawl of your library during the next index • Wait for Office 365 to index your content (important) • Verify that the new column has been crawled • Add Highlighted content Web Part to a new page • Use the managed property Page type to filter • Publish your page
- 19. Create a Managed Metadata term set • You need the right permissions to the manage metadata service to complete this task
- 20. Site column vs list column • The site column will automatically create a searchable Managed property, list column will not • Site columns are re-useable in your site, list columns are not
- 21. Create a list column (NOT)
- 22. Create a site column
- 23. Add a site column to your Pages Library
- 24. Add a page type to your pages • Note: You can edit multiple pages at the same time
- 25. Request a full index of your library • You cannot choose when search indexing takes place • But you can request a full index of your library during the next crawl https://docs.microsoft.com/en-us/sharepoint/crawl-site-content
- 26. Verify that your new property was crawled • In order to be able to search for content, it has to be indexed • The search schema lists all the crawled properties • If your property is not there, it will not be searchable
- 27. Step to verify crawled properties • Access your site settings • Look fro search schema • Find your crawled property
- 28. Tip 3: Use highlighted content Web Part
- 29. Final result
- 30. Links • Use the Highlighted content web part • https://support.office.com/en-us/article/Use-the-Highlighted-content-web-part- e34199b0-ff1a-47fb-8f4d-dbcaed329efd
- 32. Tip 4: SharePoint Column Formating • Modern list has introduced a Column formating option • In order to add formating to your column you will need to learn JSON • Fortunatelly there are many samples available to help you get started • All you need to do is copy, paste and pray!
- 34. How to Add Column formating • Go to http://bit.ly/DemoColumnFormatting • Copy JSON for type of format • .Edit column settings, Format this Column, paste code and save!
- 35. You can do more with Code! • But you need a developper
- 37. Tip 5: Create a private document library • Browse to the SharePoint site • Create a New SharePoint group • Create a new document library • Break permission inheritance to the new library • Remove unwanted groups • Grant permission to the new group
- 38. Create a new SharePoint group • Access your SharePoint site from Microsoft Teams • Create a new SharePoint group • Add member to the new Office 365 group
- 39. Create a new document library and break permission inheritance • Create a new Document library in the SharePoint site • Break permission inheritance on the document librar • Remove permission to Visitors and Members group on the document library
- 40. Break permission inheritance • Break permission inheritance on the document library • Remove permission to Visitors and Members group on the document library
- 41. Grant permission, add a tab and test • Grant permission to the new SharePoint group on the document library
- 43. What is Microsoft Forms Source: https://support.office.com/en-us/forms
- 44. • My Forms are personnal and will be deleted with your account • Group forms are shared with all the members of your Office 365 Group and will stay after your account is deleted My Forms VS Group Forms Note: Under Recent group forms, you will see only the group forms that you have edited or created.
- 45. Tip 6: Create group Forms From Microsoft Teams ClientFrom a SharePoint Team Site At the time of this conference, forms for Excel are not available in Communication sites
- 46. Embed a form in a SharePoint Page
- 47. Adding Questions to new form
- 48. Final result
- 49. Survey settings
- 50. Sharing forms
- 51. Survey results
- 52. Links about Microsoft Forms • https://support.office.com/en-us/forms • https://flow.microsoft.com/en- us/connectors/shared_microsoftforms/microsoft-forms/ • https://collab365.community/ultimate-guide-microsoft- forms/ • https://www.lynda.com/Microsoft-Forms-tutorials/751153- 0.html
- 54. Power Apps • Can be used to customize SharePoint Online modern list forms • Can be used to create custom application for different platforms
- 55. Tip 7: Customize SharePoint list Form • Customize a modern list form • Removed unwanted columns from your form • Created, created by, modified, Modified by • Change the layout for 2 columns • Add an image on top of the form • Change the background color of the form • Add text separator in the form • Add a hidden comments/documentation page • Save and publish your form
- 56. List Forms customization Step 1
- 58. How to hide Fields UnSelect the unwanted fields
- 59. Show in Two columns
- 60. Add image to the Media library
- 61. Add image to your form • Select your form and make some space on the top • Insert Media image • Select your image from the gallery
- 63. Final form
- 64. Document your App • Insert a new Blank screen • Rename the screen to Documentation • Insert a rich text editor control • Document your solution
- 65. Save and publish your App
- 66. Learn PowerApps Source: https://www.youtube.com/playlist?list=PLCGGtLsUjhm2bonhBZuEhZU72QkFjOpc6
- 67. PowerApps links • https://docs.microsoft.com/en- us/powerapps/maker/canvas-apps/customize-list-form • https://docs.microsoft.com/en- us/powerapps/maker/canvas-apps/sharepoint-form- integration • https://docs.microsoft.com/en-us/powerapps/ • https://powerapps.microsoft.com/en-us/blog/separate- custom-forms/
- 69. Is Flow for everyone? • Microsoft Flow is the People Flow • Logic Apps is the Corporate Flow • Create flow from Power Apps Studio • Start from a template or start from scratch? • Personnal Flow VS Team Flow • A personnal flow can become a Team flow by sharing ownersip • Beware of Connection account in your flow
- 70. Many Flow templates are available
- 71. Tip 8: Add a flow to an existing list • In your SharePoint Modern list click: Flow/Create a flow • Select the following template • Send a customized email when a new SharePoint list item is added • Make sure the connections are good • This is where you could use a service account instead of your personnal account • Click continue • You could customize the email, but for now just click Save • Go to your SharePoint list and create a new item • Check your Email!
- 73. Flow Links • https://docs.microsoft.com/en-us/flow/guided- learning/get-started • https://docs.microsoft.com/en-us/flow/getting-started • https://docs.microsoft.com/en-us/flow/limits-and-config
- 74. Adding a flow to a SharePoint List
- 76. Add a new item to the list and check your Email
- 77. • Lean • Practice • Share • Teach
- 78. QR Codes for Speaker Survey Session #4 2018
- 79. Speaker Survey and Raffle • This year we are replacing the paper version of Speaker Survey with Microsoft Forms. • Scan the QR code for each session to accessand submit your survey. • QR codes can be found in the programguide or on the room sign located by the door. • You will receiveONE raffle ticket for each session survey you complete. • The raffle ticket volunteer will validate your First and Last name beforeproviding your ticket(s) • Drawing will be held this afternoon4:00-4:30pm. • Must be present to win. You can download and use the QR Reader app available for both iOS and Android
- 80. SharePint Happy Hour event held after SPSCLT18 at Duckworth’s Grill and Taphouse Uptown. Walking distance from UNC Charlotte Center City campus and the 7th street light rail stop.
- 81. Questions