Wahoo! 50,000 YouTube Views

I’ve been making short demo videos show tips and tricks for SharePoint, Power Automate, PowerApps, Microsoft Teams and other Microsoft 365 features for a little while. Today I reached a goal I’d set myself, passing 50,000 views. Wahoo! I tend to make videos based on things I’ve recently worked on or where someone has asked a question and I’ve gone down the rabbit hole trying … Continue reading Wahoo! 50,000 YouTube Views

Designing SharePoint for Mobile App users

The SharePoint mobile App is a great way to access your content when you’re away from the office. If your user community uses the mobile app then it is important to design pages that will display nicely on a phone. The page, section layout and web-part order all play an important part in making a great mobile experience. If you have a two column section, … Continue reading Designing SharePoint for Mobile App users

SharePoint Online Site Structure

How do you decide on the structure of your SharePoint environment? In this blog I’ll talk about how to structure your SharePoint environment to make it easy to apply policies for sharing, retention and content sensitivity. I will focus on SharePoint Modern Team sites in this post, although some of this also applies to Modern Communication sites. The basic building blocks of SharePoint from a … Continue reading SharePoint Online Site Structure

Controlled Documents with SharePoint Online

Can SharePoint be used to manage Controlled Documents? This was the subject of a webinar I ran recently. I demonstrated some of the advanced document management features and using Power Automate to build approval processes. During the webinar I talk about the common requirements for a controlled document system, process complexities and the some of the additional things you could do to enhance a solution. … Continue reading Controlled Documents with SharePoint Online

SharePoint Column Formatting with JSON

Do you need to format the columns in your document library to highlight fields of a particular status or within a date range? This blog includes the example code the video demo on my YouTube channel. To access the column formatting feature, go to your SharePoint List or Library and then click the heading of the column you want to format. You will bee the … Continue reading SharePoint Column Formatting with JSON

SharePoint Online Get Signatures Workflow

SharePoint 2010 introduced an out of the box workflow for collecting signatures. This workflow is still available in SharePoint 2016, 2019 and SharePoint Online and is a quick way to gather signatures for documents without needing a third-party add-on like DocuSign. This video walks through setting up a SharePoint library and Word document for signing using the ‘old school’ workflow in Office 365. The main … Continue reading SharePoint Online Get Signatures Workflow

SharePoint Basics : Team Sites

Recently I’ve been working with several clients who are moving to Office 365 and migrating from network drives to SharePoint Online. It reminded me that while I spend a lot of time working with people who already have exposure to SharePoint, this new wave of people are first timers. The SharePoint Team Site is the basic building block of a Document-centric SharePoint environment. If you … Continue reading SharePoint Basics : Team Sites