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can be accomplished, but I could only find a post from 2014 that said it was for Office Web Apps – a product that has been replaced by Office Online Server – and SharePoint 2013.

Check out my short video below walking through the settings!

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!

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!

External Sharing Error
External Sharing 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.

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

 

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 [BlogTwitter], 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

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.

New Simple Approval Flows In SharePoint Libraries

Microsoft announced today the newest improvement in workflow for the SharePoint platform – easy-to-use approval workflows built-in that will enable you to route a document for approval and give you the ability to give a custom message.

In my workflow presentations, I talk about having a simple approval workflow being a great first step but we need a better user experience than what we have been given out-of-the-box with SharePoint in the past. We need the user to be able to approve/deny directly within their email client, without having to go to a SharePoint page, edit the task, complete the task, and then save it. Too many steps!!

New: Simple Approval Flows

With this new functionality using Microsoft Flow, we will now be able to ad-hoc route documents for approval and approval participant will have a one-step action link in their email.

New built-in approval flows

Make sure you check out the new Microsoft Mechanics video “Zero code business process apps in SharePoint with PowerApps and Microsoft Flow” showing this and other improvements to the SharePoint experience.