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

2. About Me SharePoint, Office 365 and CRM Founder of ProvisionPoint
Organise SharePoint Community Events
Contact Me
@baddaz
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3. About You

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

5. An Initial Understanding

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

7. CRM Integration
One Group per CRM Record
Enable for Entity

8. Exploring the Features of Groups

9. 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

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

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

12. Planner Lightweight Task Management Tool
User Friendly Interface similar to Trello

13. Office and Mobile
Outlook on Web or Outlook 2016
Mobile App

14. Integration and Administration

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

16. Connectors
Pull data from External Services
Activity from CRM

17. Administration

18. Administration

19. Onwards to the Future

20. 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…..

21. Yammer
Replace Conversation with Yammer Group

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

23. Office 365 Roadmap

24. 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

25. Resources
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center/collaborate-with-your-colleagues-using-office-365-groups.aspx
connector-for-office-365-groups/
based-workspace-in-office-365/

26. Get in Contact
@baddaz

27. Any Questions?

28. 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