One of the most common questions I’ve been asked recently is ‘should we use Teams or SharePoint?”. Being a consulting it is always tempting to say “well it depends”…The good news is you can use both together. The video below explains how to surface pages and libraries from SharePoint into Microsoft Teams. If you need to migrate content into Teams from your old on-premises SharePoint … Continue reading Using SharePoint with Microsoft Teams
Creating a Flow from a SharePoint Online document library reveals a template “request managers approval for selected file” Flow. Once configured, a Flow becomes available form the Flow menu that send starts and approval process, however it is missing one key feature. It doesn’t actually approve a draft item and publish it. SharePoint document libraries have a feature for authoring draft documents and then publishing. … Continue reading Flow Approvals with SharePoint Document Publishing
I needed to find a nice way to build a SharePoint Online Search solution for a marketing team recently. They had some requirements that weren’t easily achievable with SharePoint Online out of the box search options. This is where the React Search Refiners solution saved the day. SharePoint UserVoice has some good news about the Modern Search Centre, but it isn’t ready just yet, so … Continue reading Building a SharePoint Search Solution with React Search Refiners
I was invited to speak at an event recently and decided to include a slide in my presentation on the things that can go wrong when building a digital workplace. I’ve made many mistakes in my career and sometimes claim to have a Degree from the University of Hard Knocks! This slide has sparked many conversations so I thought I’d blog about the slide and … Continue reading Building a Digital Workplace: What can go wrong?
Using the Microsoft Search admin centre to configure Bookmarks is a great way to improve the search experience for your Office 365 users. I’ve made a short video to show how bookmarks are added and where they show up and a where they don’t. Here are some ideas for the sorts of things you could create bookmarks for: Important company documents e.g. strategic plan, budgets, … Continue reading Adding Bookmarks to Microsoft Search
Using SharePoint and Microsoft Flow, I built a system for sending emails to external people and then processing the replies, including extracting attachments and linking back to the original SharePoint List Item. Here’s the process: User creates a new List Item with the email address of an external person (can be internal also) Using Flow, send an email to the external person’s email address: Subject … Continue reading Microsoft Flow, linking email to SharePoint List items
Moving from file server based document storage to SharePoint Online opens a world of capability for users. Lower barriers to working remotely, better collaboration internally and externally, document management functionality, better compliance and many would argue better security. Before you begin Before you start the migration it is important to develop a plan. Is your infrastructure up to scratch? Do you have the licensing you … Continue reading SharePoint Migration File Share to Cloud