1. Collaboration 101 – Back to Basics
Donald Donais
February 13th, 2019
Collaboration 101 – Back to Basics
Brian Caauwe

2. Brian Caauwe Manager, Business Productivity @ Avtex
Fun Fact:
Now has over 900+ PEZ dispensers in my collection

3. Agenda

4. User Group Goal / Objectives
Develop and support a local community focused on Microsoft SharePoint surrounding technologies
Educate user group members about SharePoint and surrounding technologies
Transfer knowledge within the community
Communicate best practices
Introduce new products / solutions

5. MNSPUG Sponsors Dedicated Sponsors SharePoint User Group Support
Sponsorships Levels:
Gold Sponsorship - $500
Silver Sponsorship - $250
Avtex (
Microsoft (
SharePoint User Group Support
Wrox Press ( O’Reilly (

6. MN SharePoint Users Group Website
SharePoint Resource Documents
SharePoint Resource links
RSS Feeds
Meeting Schedule
Past User Group Presentations
Past User Group Recordings
Sponsorship Information

7. Social Networking
Linked In group – The most interactive… includes job postings…
Post Job Posting on the Jobs Discussion page
Twitter tags and #MNSPUG
Yammer – Minnesota SharePoint Users Group

8. Upcoming Schedule Next Meeting Ongoing Schedule
March 13th, 2018 – Power BI, Dean Swann
Microsoft Technology Center, Bloomington, MN
Check for updates!
Ongoing Schedule
2nd Wednesday of every month
9:00 to 11:30 am
Microsoft Technical Center – Edina

9. Local and Online Events
Dashboard in a Day – February MTC
App in a Day – March MTC
The North American Collaboration Summit – March 14th – Branson, MO
MN PowerApps and Flow User Group – March RBA in Wayzata, MN
SharePoint Saturday Omaha – March Omaha, NE
SharePoint Saturday Twin Cities – April Normandale Community College
REGISTER:
SharePoint Fest D.C. – April 29th – May Washington D.C.
SharePoint Conference – May 21st – Las Vegas, NV
Anything Else?

10. News and Updates

11. New icons coming to Office 365 app tiles
Posted 01/09/2019
Rollout
Start mid-January
Complete end of February
Locations
Office 365 app launcher
Office.com
GCC Excluded
Message Center:

12. Microsoft Shifts Posted 01/09/2019 Schedule management tool in Teams
Rollout
Start – Now
Complete – Shortly
Enabled by Default
Platforms
Web
Desktop
Mac
iOS
Android
More Information:
Message Center:

13. Self-service Office 365 Video migration to Microsoft Stream
Posted 01/11/2019
Opt-in process
Rollout – Q1 2019
Migrate to Stream
Videos
Channels
Permissions
Cannot be paused or restarted
GCC Excluded
Message Center:

14. Delivering SharePoint modern experiences
Posted 01/15/2019
April 1st - Tenant wide modern opt-out
Granular opt-out’s still available
Site
List / Library
“No plans to remove classic mode”
More Information:

15. Out of box Flow templates in OneDrive
Posted 01/16/2019
Rollout
Start - “Soon”
Complete - Early February
Templates
Copy as a PDF
Request Approval
Message Center:

16. PowerApps - Improved data source and field selection
Posted 01/17/2019
Adding fields
Search
Multi-select
Drag and Drop reordering
Adding data source
More Information:

17. Flow – January connector improvements
Posted 01/17/2019
Planner
User Assignment
Office 365 Events
Get Categories
New Connectors
Ally
TxtSync
More Information:

18. Mass delete notifications
Posted 01/17/2019
Rollout
Start - Early February
Complete - End of February
Deletes more than 200 synced files at once
OneDrive for Business
SharePoint Online
Message Center:

19. Planner Notifications for Teams
Posted 01/18/2019
Rollout
Start – February 18, 2019
Completion – July 2019
Members of a Team with Planner installed
Teams notification on assignment
Adds Planner Bot
Message Center:

20. Microsoft Teams Rooms Posted 01/23/2019
Works with Skype 4 Biz calls / meetings
Enhanced Capabilities
Proximity Detection
Companion experiences with mobile
Support for dual screen monitors
More Information:

21. Stream - New interactive video features
Posted 01/23/2019
Beginning “this quarter”
Forms Integration
Quizzes
Forms
Polling
More Information:

22. January 2019 SharePoint Modernization News
Posted 01/23/2019
Coming in February 2019
Bulk check in / out
Signals
Column Totals
Add columns between columns
Column drag and drop
Coming in March 2019
Sticky Headers
Modern Document Sets
More Information:
Message Center:

23. New site branding and mega menu navigation features
Posted 01/24/2019
Features
Header Layouts
Mega Menu (Comm Sites)
Footer Control (Comm Sites)
Enabled by Default
Message Center:

24. Auto Cloud Save Posted 01/25/2019 Default Save Dialog OneDrive
SharePoint
More Information:

25. Send a Flow as a copy Posted 01/29/2019 New Feature
Sends notification
Adds to Shared with Me templates
Requirements
1 successful run since last update
Send to within your organization
More Information:

26. Office 365 Start Page Posted 01/30/2019
Office.com new default start page
No more personalization
Bookmarks instead
Rollout – March
Message Center:

27. Flow – more powerful conditions and more
Posted 02/06/2019
Advanced Condition Builder
SharePoint Remind Me Flow
Peek Code
New Connectors
Microsoft Graph Security
XooaDB
More Information:

28. New improvements to the SharePoint Migration Tool
Posted 02/08/2019
New Features
Managed Metadata Service Support
Web Parts
Site Navigation
Pages
More Information:

29. SharePoint Page Enhancements
Posted 02/11/2018
Rollout Worldwide – End of February 2019
Enhancements
Customize title region
Section backgrounds
Custom page thumbnails
Custom page descriptions
Removal of Feedback Button
Starting week of February 18th
More Information:

30. Terminology

31. What is SharePoint?

32. Online Portal Collaboration Intranet Business Processes Server
Content Service
Online
File Repository
Business Processes
Collaboration
Intranet
Portal
Search Engine
Server
Development Platform
Community
Extranet

34. Related Services

35. Pervasive for targeted communications
Yammer
Teams
Outlook
Inner Loop
Outer Loop
People you work with regularly on core projects
Files
Sites
Content
SharePoint
People you connect with openly across the organization
Sales Account Team
Marketing Campaign Team
Product Development Team
Corporate Communications
Leadership Connections
Employee Communities
Pervasive for targeted communications

36. https://beta.jumpto365.com/

37. OneDrive for Business
Co-author together in real time in Office applications
Store, sync & share files inside or outside your org
Find, follow & discover content from anywhere on any device
Manage document revisions with integrated feed & version history
Receive comments & changes while on the go with notifications

38. Delve Surface content based on who you work with & what is trending
Find people & expertise with recommendations from Microsoft Graph
View personalized content in context & on the go
Control visibility of sensitive content with existing permissions

39. Teams Chat for today’s teams to keep everyone in the know
A hub for teamwork integrated with Office 365
Security teams trust with enterprise-level protection
Customizable for each team with content and capabilities
Connect across multiple devices

40. PowerApps Full control over user experience, use it as you build it
Create app logic with familiar Excel-like expressions
Mash up data from multiple sources right at the app level
Add 250+ connected data sources
Add custom connectors and on-premises sources
Publish instantly to iOS, Android, Windows, and the web

41. Flow Work less and do more, from anywhere
Pass information back and forth between multiple sources throughout a process
Send notifications via mobile or
Initiate processes from a push of a button
Process and manage approvals

42. Yammer Foster open team discussions with the group feed
Tap into collective knowledge with search & discovery
Crowdsource ideas & share best practices across the org
Get the pulse of your company using polls, praise & follows
Drive employee engagement with actionable updates & alerts

43. Stream Create, manage, and subscribe to various channels
Secure cloud based video upload, storage and optimized playback
Capture, share, and discover videos from any device

44. Planner Helps teams organize teamwork visually
Team members can easily assign tasks, share files, chat about tasks and get updates on progress
Targeted at Information Workers
Optimal for ad-hoc teams that want to add more structure to their ongoing collaboration

45. Break

46. Features

47. Services
Excel
User Profile
Search
Managed Metadata
Etc
SharePoint Structure
Web Application / Tenant
Site Collection = Collection of Sites
Site = a.k.a. web = Collection of Lists
Modern (Team / Group, Communication) vs. Classic (Team, Blog, Publishing, etc)
List = Collection of Items (Document library, Calendar, Task List, all different types of lists)
Lists have fields for categorization of content and views for default categorizations
Modern (Custom, Library, Announcement, etc) vs. Classic (Tasks, Calendar view)
Items = Collection of Metadata (Documents, Pages are types of Items… as are Folders)

48. Anatomy of a Site

49. Lists

50. Anatomy of a List

51. Content Types ID Columns Policies Workflows Templates
Content Types – always have some sort of content type
Templates
Content Types

52. Creation
Site / Web
Site Collection
Content Type Hub
Content Types

53. Fields Display Name vs. Internal Name Types All have different options
Visibility
List Column
Content Types
Fields – Text, Choice, Date, Person, URL, Managed Metadata, etc.
Fields

54. Fields Creation List / Library Site / Web Site Collection
Content Type Hub
Fields

55. Fields

56. Classification
Red
P100D
Tesla
4 Doors
Model S
Car

57. Classification Type Car Make Tesla Model Model S Package P100D Color
Red
Doors
4 Doors

58. Views Classic Views Ribbon Interaction Options Columns Sorting
Filtering
Grouping
Totals
Folders
Views
Views – Sorting, Grouping, Filtering, Fields

59. Views Modern Views Classic+ Action Bar Grouping Filters Pinning
List vs. Tiles
Modern Integrations
Flow
PowerApps
Views
Views – Sorting, Grouping, Filtering, Fields

60. Forms Classic Forms SharePoint List Have Built In Form
Display All Columns Associated to the List or Content Type
Multiple Content Types == More Functionality
Very Simple Features
Customize with XSLT
Forms – Display, Edit, New .. PowerApps, InfoPath
Forms

61. Forms Modern Forms Inline Edit Display All Columns Bulk Updates
Customize with PowerApps
Forms – Display, Edit, New .. PowerApps, InfoPath
Forms

62. Settings Versioning Documents and Items Major and Minor Versioning
Limit # of Versions Kept
Check-Out
One Contributor at a Time
Allows User to be Notified When Checked In
Content Approval
Built In mini-Workflow
Owners/Approvers Approval Needed
Settings
Check in / Check out
Versioning (Major / Minor), Draft Item Security
Content Approval
Item-level permissions
Folders
Search
Settings

63. Settings Item-level Permissions Read Access Create and Edit Access
Column Default Values
Folders
Allow creation or not
Search
Hide from index
Settings
Item-level permissions
Folders
Search
Settings

64. They still have a purpose
Permissions
Default Metadata
Throttling
Folders

65. Workflows Classic Workflows Out of the Box Workflows
Minimal Configuration
Very Focused Workflows
Example: Approval Workflow
SharePoint Designer Workflows
More Complicated Workflows
Allow Step by Step Definition
2010 & 2013 Differences
Workflows – On Item Create / Change / Manual … Flow

66. Workflows Modern Workflows Microsoft Flow Templates SharePoint Actions
Other SaaS services
Workflows – On Item Create / Change / Manual … Flow

67. Pages

68. Anatomy of a Page

69. Classic

70. Anatomy of a Page - Classic
Layouts
Zones
Web Parts
App Parts

71. Classic Web Parts - Classic Parts Web Parts App Parts Categories Apps
Blog
Business Data
Community
Content Rollup
Filters
Forms
Media and Content
Search
Search-Driven Content
Social Collaboration

72. Modern

73. Anatomy of a Page - Modern
Sections
Columns
Client-Side Web Parts
Modern

74. Modern Web Parts - Modern Client-side web parts 1st party – Microsoft
3rd party – SharePoint Framework
Categories
Text, Media and Content
Discovery
Communication and Collaboration
Business Intelligence
Miscellaneous
Connectors*
Modern

75. Demo – Modern Web Parts

76. Permissions

77. Groups

78. Inheritance
Site
List
Folder
Item

79. Inheritance Can Be Broken At Any Level
Breaking Inheritance
Can Be Broken At Any Level
Parent Changes Are Not Reflected in Child

80. Full Control
Levels

81. Edit
Levels

82. Contribute
Levels

83. Read
Levels

84. Thanks for coming! Last But Not Least Please Fill Out Evaluations
Participants Eval
Today’s Presenters:
Brian Caauwe