Better Collaboration with Office 365 Groups and CRM Peter Baddeley SharePoint/CRM Consultant Baddaz Limited

About Me SharePoint, Office 365 and CRM Founder of ProvisionPoint Organise SharePoint Community Events Contact Me ask@baddaz.com @baddaz www.baddaz.com Fill in this slide then copy it to the end of the deck if you want to show your contact details at the end of the presentation.

About You

Agenda An Initial Understanding Exploring the Features of Groups Integration and Administration Onwards to the Future

An Initial Understanding

What are Groups Collaborative Workspace using the best of Office 365 Conversations Calendar Documents Notes Plan Exchange Mailbox Exchange Calendar SharePoint Libraries OneNote Planner

CRM Integration One Group per CRM Record Enable for Entity

Exploring the Features of Groups

Groups Outside of CRM Created from Outlook or SharePoint Replace classic SharePoint Team Site Driven by the User Very quick to create By their nature Open but can be Private Can allow External Users

Conversations, Calendar and Notes Shared Mailbox with Threaded Conversation Exchange Calendar OneNote Notebook

Documents and SharePoint Document Library accessible through Group Now full Modern Team Site

Planner Lightweight Task Management Tool User Friendly Interface similar to Trello

Office and Mobile Outlook on Web or Outlook 2016 Mobile App

Integration and Administration

Creating Groups in CRM Accessible through Ribbon of a Record Manual or Automatic Creation

Connectors Pull data from External Services Activity from CRM

Administration

Administration

Onwards to the Future

It could get Better Issues with Groups Limited Administration User Driven Improve Conversations Does not work with all entities in CRM Not all Group features available in CRM Planner SharePoint Site It’s a work in Progress…..

Yammer Replace Conversation with Yammer Group

Microsoft Teams Chat based Workspace similar to Slack Teams built on Groups

Office 365 Roadmap

Where to Start Groups are the Future for Collaboration Think about the Thing that you do Pilot and Design your Group Experience Group Creation Process and CRM Extend with Flow or using Microsoft Graph Be prepared for things to change

Resources https://support.office.com/en-gb/article/Learn-about-Office-365-groups- b565caa1-5c40-40ef-9915-60fdb2d97fa2?ui=en-US&rs=en-GB&ad=GB http://en.share-gate.com/blog/groups-for-office-365 https://fasttrack.microsoft.com/roadmap https://www.microsoft.com/en-us/dynamics/crm-customer- center/collaborate-with-your-colleagues-using-office-365-groups.aspx https://blogs.msdn.microsoft.com/crm/2016/04/01/dynamics-crm-online- connector-for-office-365-groups/ https://blogs.office.com/2016/11/02/introducing-microsoft-teams-the-chat- based-workspace-in-office-365/ https://graph.microsoft.io/en-us/

Get in Contact ask@baddaz.com @baddaz www.baddaz.com

Any Questions?

Please fill in your feedback forms for this session! Peter Baddeley SharePoint/CRM Consultant Baddaz Limited Repeat Bio slide after this one if you want to show your details at the end