Microsoft 365 Naming Conventions

Naming conventions are an important part of your toolkit when it comes to keeping Microsoft 365 manageable. Consistent naming has many benefits from helping Outlook users find the right distribution group, to helping administrators apply the right policy to the correct set of SharePoint sites, and beyond. Incomplete list of things where naming conventions are useful: When choosing a naming convention, think about how items … Continue reading Microsoft 365 Naming Conventions

SteveNovember 13, 2022Leave a comment

Book

Project Retro: Self-publishing a Book

In was December 2020, the first year of lock down was ending. Over the preceding few months, I had put a lot of effort into creating blog posts and videos to help people trying to move to working remotely. I am not a natural writer and one the reasons I started blogging over 13 years was to give me a place to practice and improve. … Continue reading Project Retro: Self-publishing a Book

SteveAugust 14, 2022September 3, 2022Leave a comment

SharePoint

Start a Power Automate Flow from a Javascript button in SharePoint

Power Automate has a connector that allows a Flow to trigger from an HTTP request. This is useful when you need to trigger a Flow from an external system or when you want to pass parameters to the Flow. This blog explains how to pull it all together. Note this is a premium connection. In this example, I want to read the URL Query String … Continue reading Start a Power Automate Flow from a Javascript button in SharePoint

SteveJune 21, 2022June 24, 2022Leave a comment

Power Automate, SharePoint

Using the SharePoint Search API with Power Automate

Power Automate can call the SharePoint Search API but working with Search Results isn’t for the faint hearted. Here is a little journey I went on recently when I had a need to interact with Search results with Power Automate. To get results from Search, start with an API call using the Send an HTTP request to SharePoint action The Uri value is the API … Continue reading Using the SharePoint Search API with Power Automate

SteveJune 16, 2022June 18, 20224 Comments

Power Automate, SharePoint

Advanced Document Reminders with Power Automate and SharePoint

I’m often asked about reminder functionality for things like controlled documents and contract management. Microsoft added basic reminder functionality by providing a template solution for Power Automate. What if you need something a little more advanced? The answer is to build a custom reminder Flow. In this example I provide tips on how to build a custom workflow and show an example of the reminder … Continue reading Advanced Document Reminders with Power Automate and SharePoint

SteveApril 17, 202220 Comments

Power Automate, SharePoint

Create a PDF from a SharePoint List Item with Power Automate

Do you need to create a PDF file using data from a SharePoint List? In this video I demonstrate how to create a PDF file with Power Automate in less than 5 minutes. This is great for all sorts of things, from generating a certificates for completing a course, receipts from a business process and much more. To create this workflow I started with a … Continue reading Create a PDF from a SharePoint List Item with Power Automate

SteveJanuary 25, 202220 Comments

Power Automate, SharePoint

Setting SharePoint Permissions with Power Automate

Power Automate can be used to set permissions on items in SharePoint Lists and Libraries. This can allow custom permissions to be set based on metadata or other parameters. In this post I will explain how to set permissions on an item using a Flow that triggers on item creation. Microsoft provides some documentation on Power Automate and SharePoint permissions, but this only helps with … Continue reading Setting SharePoint Permissions with Power Automate

SteveDecember 10, 20218 Comments