• 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!! With this…

  • Using PowerApps to Build SharePoint List Forms

    Today Microsoft announced the next step for PowerApps integration with SharePoint – using PowerApps forms within the context of a SharePoint list or library. This is another way PowerApps is becoming a strong successor to InfoPath forms and will give your users a rich viewing, creating, and editing experience right within their SharePoint library or list. This feature will be coming to SharePoint Online & Office 365 this Summer and I expect we will immediately start using the functionality within my client organizations to improve the user experience. I highly recommend watching the new Microsoft Mechanics video “Zero code business process apps in SharePoint with PowerApps and Microsoft Flow” to…

  • Postpone the SharePoint Online Public Site Deadline

    In October 2012, Microsoft released a feature called SharePoint Online Public Sites, which allowed the creation of a public-facing, anonymous ‘SharePoint-ish’ site. It wasn’t a full-featured SharePoint site – public sites had limited features, including static pages and generic theme capabilities – enough to make it useful for small companies with no web development resources. Microsoft targeted small and medium-sized business with this feature and it promised an easy to use method for generating content and modifying the web pages. However, the feature wasn’t used by a majority of Office 365 customers and caused an abnormal amount of customer tickets. So in early 2015, Microsoft announced that the SharePoint Online…

  • SharePoint Saturday Nashville 2016

    I will be presenting at #SPSNashville on May 14th on the topic Business Intelligence with SharePoint & Power BI. I will show how to create BI solutions using SharePoint, Excel, Power BI, and a new Microsoft tool Flow. Join us! SPSNashville.org [UPDATE] I had a great time presenting at SharePoint Saturday Nashville. I had a great group of attendees and we discussed SharePoint list interaction with Excel, Power BI, and Microsoft Flow. I am not posting my slides because I didn’t really show content on slides – I used demonstrations the majority of the time to show the power of the tools. Thank you everyone for coming to my BI…

  • The Future of SharePoint Captured

    Yesterday, May 4th 2016, Microsoft hosted “The Future of SharePoint” event in San Fransisco, USA. The host was Jeff Teper, corporate vice president for OneDrive and SharePoint, and along with other Microsoft presenters, Teper showcased the road-map for the SharePoint platform – both on-prem and in the cloud. Along with announcing the general availability for SharePoint 2016, Microsoft highlighted new SharePoint features and functionality. You can read all about the event and the announcements on the Microsoft Office Blogs post. I will in the days and weeks ahead, cover the new functionality with real-world examples. Before the event, Microsoft used the Twitter hashtag #FutureOfSharePoint to promote the event. Whenever I…

  • Building Business Intelligence Dashboards with SharePoint Data – December 1st 2015

    I will be co-presenting at the Nashville Business Intelligence User Group meeting this month. We will be walking attendees through creating dashboards using Power BI and I will be focusing on using SharePoint data. I will show how to use Excel to create dashboards within SharePoint web part pages – first with an export of a SharePoint list and then an import of a SharePoint list into Excel. We will discuss the benefits and drawbacks of each method. I will then show linking to the same SharePoint list data using the Power BI Desktop application and then publishing it to Power BI. [UPDATE] The meeting went really well – Tammy…

  • Problems Creating List Workflows in SharePoint Designer 2010 for Office 365 Sites

    On a SharePoint Online site, when attempting to edit a previously created list workflow using SharePoint Designer 2010, I received the following error in Designer: (SharePoint Designer cannot display the item…Most likely causes: The file has been deleted from the site. The site is encountering problems.) I had never encountered this error before, so instead of editing the workflow, I tried to create a new list workflow. After entering the name of the new workflow and clicking OK in the window shown below, the window closes and nothing happens. I thought maybe it was an issue with Designer itself, so I closed the application and went to clear out all…

  • External SharePoint Online Users: Associate an email address with a Microsoft account (Windows Live ID)

    Contents: – Invite External Users – SharePoint Online – Associate External Email Address with Windows Live ID – Login to SharePoint Online with a Windows Live ID Account With SharePoint Online, site administrators have the ability to share their site with internal users, users who are within the same company and have an Office 365 account, as well as up to unlimited external users per Office 365 tenant. External users are defined as partners who are not a member of your company or your company’s affiliates. External users can use their existing Microsoft Online Services ID, if they themselves have an Office 365 subscription, or a Windows Live ID, which…