• Attendees Creating a custom Microsoft Flow template gallery in SharePoint

    Creating a custom Microsoft Flow template gallery in SharePoint

    Microsoft Flow is the workflow tool in Office 365 to automate your tasks and business processes, whether your systems are on-premises, in Microsoft’s cloud, or even if they are not part of Microsoft’s catalog. Flow allows you to create templates to help you not recreate the wheel when you are creating your flows and you can even share those flows with others by exporting the templates. Earlier this year I had the opportunity to work with Sarah Haase (Office Apps & Services Microsoft MVP) on an interesting issue: how to share Microsoft Flow templates within an organization without uploading them to the public Flow template gallery. Sarah put together a blog series…

  • Set the default open behavior for browser enabled documents

    Set the default open behavior for browser enabled documents

    I was recently asked how to configure documents that are in a SharePoint document library to open in their native application on the client computer instead of the browser. This question came from a user in SharePoint Online, but the answer is the same for those using SharePoint Server 2013, 2016, and 2019. There is a feature at the site collection level and a setting on every document library that you use to decide how documents get opened. I searched for an official Microsoft document detailing how this can be accomplished, but I could only find a post from 2014 that said it was for Office Web Apps – a…

  • Managing SharePoint Access Requests

    Managing SharePoint Access Requests

    During a recent intranet deployment project, a client asked what would happen if she clicked the ‘Accept’ link on the SharePoint access request email she received from one of her coworkers. She was a bit surprised by my answer and after that conversation, I thought it would be good to do a quick video explaining the process. What permissions do users get if you accept their access request? How are those users managed on the SharePoint site and is there a best practice for managing access requests? Watch the video below to find out!

  • External Sharing Video

    How to share SharePoint Online sites with external users

    I created a new SharePoint Online Communications site recently and I wanted to share it with someone outside my organization. Unfortunately, when I tried to share the site with them, I received an error! The error, “Your organization’s policies don’t allow you to share with these users. Go to External Sharing in the Office 365 admin center to enable it.“, is pretty straightforward and to the point: external sharing is turned off for Office 365 and I need to enable it….or is the error wrong?!? Check out my video below where I show the issue and how to enable external sharing in SharePoint Online.

  • project timeline error

    Fix Project Site Timeline Web Part Error

    I received an error when creating a SharePoint online site using the ‘project site’ template and thought I would share my quick fix to make it work. Check out the quick video below for the details!

  • Talking Microsoft Teams adoption with Erica Toelle

    I had a chat with Erica Toelle [Twitter] at SharePoint Saturday (SPS) St. Louis and we talked about Microsoft Teams adoption. The video and some key highlights are below: 01:10 User categories for adoption 01:33 Erica’s number 1 tip for adopting Microsoft Teams 01:56 Video in Teams can be that ‘sticky’ feature 03:24 I ask: Is Teams flexible enough for all users in an organization 04:25 Teams can work organically with your working group

  • Planning is key for all migrations to Office 365

    I had a chat with Mike Maadarani [Twitter] at SharePoint Saturday (SPS) St. Louis about SharePoint migrations and his strategies for helping organizations moving to the cloud. The video and some key points are below: 00:48 Big challenge when migrating SharePoint 01:15 Unlocking the new features in SharePoint & adoption 02:08 For SharePoint migrations, clicking the button is the easy part 03:43 First thing to do before migrating… 04:37 What are users often confused about with Office 365  

  • Vlad Catrinescu and Daniel Glenn

    Blockers for Moving to Office 365 with Vlad Catrinescu

    There is a big push to get organizations to adopt Office 365 and many are encountering challenges with moving their existing processes “to the cloud.” I recently spoke with Vlad Catrinescu [Blog – Twitter], Microsoft MVP and author, about these challenges and his experience in overcoming them. 01:01 Challenges organizations are facing 01:31 Customization in SharePoint 02:00 Rewriting code 02:19 Regulations 03:16 Release schedule 05:01 How to mitigate challenges 06:36 IT Pro job changes 08:28 Training materials need to change

  • Cory Williams at SPSCLT

    Talking SharePoint Management Console at SPS Charlotte with Cory Williams

    I sat down with Cory Williams [Twitter] at SharePoint Saturday (SPS) Charlotte to get his thoughts on Office 365 administration. Cory is one of the organizers of SPS Charlotte and was a speaker as well! 00:44 Pay attention to the Office 365 Message Center 01:17 Shameless plug for the REgarding 365 web show Office 365 Message Center: The week that was 01:47 New SharePoint Console 02:04 More dates please! 02:35 Release schedule – when are new features showing up in my Office 365 tenant 02:44 Reminders for new features and changes 03:36 Let’s tie Microsoft Flow into the Office 365 Message Center

  • SQL Saturday Louisville 2017

    Join me on August 5th in Louisville Kentucky for SQL Saturday! There are some really great sessions lined-up for the event and I will be discussing how to use your on-premises data in the cloud with Microsoft Power BI, PowerApps, and Flow. Register via the #SQLSatLouisville site.