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can be accomplished, but I could only find a post from 2014 that said it was for Office Web Apps – a product that has been replaced by Office Online Server – and SharePoint 2013.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

Microsoft MVP 2018

I absolutely love being part of the Microsoft technical community. It is a place to grow, connect, and learn. More specifically, the SharePoint and Office 365 community is one where I have given the most and received the most with growth and friendships.

I am so happy to announce that Microsoft has presented me again with the MVP award for my efforts in the community. I can’t wait for what this coming 12 months has in store and I want to keep giving back! I am always open to connecting with user groups and events – please let me know if I can help you grow your local technical community!

Do you need an intranet? Are they still relevant?

On Thursday 4/19/2018 3pm Central time, the REgarding 365 crew and some special guests will tackle the question: Are Intranets still relevant?

Join me, Liz Sundet, Sarah Haase, Tracy van der SchyffAlistair Pugin, and Sébastien Levert as we dive into this very important discussion. If you can join us live, make sure you join the chat and ask your questions, get your word in!

More info on the event can be found on the REgarding 365 blog.

You can tune into the debate using the video below (or check the recording if you aren’t able to jump in live).

OneDrive Sync Client Making Files Read-only

Drew Madelung asked a question on Twitter about why a lock icon was showing next to files being synced from a SharePoint document library to his computer via the OneDrive sync client.


After seeing the tweet, I did some testing and we found out why the lock icon was showing up – check out the short video below to find out more.

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

 

SharePoint Saturday St. Louis 2018

Another great SharePoint Saturday is scheduled for St. Louis on January 20th and I’m so happy to be a speaker! I am giving two sessions at #SPSSTL, one on using on-prem data with cloud tools and the second one on using Microsoft Teams!

Check out the SPS St. Louis site for registration and details!

[UPDATE]
I had a fantastic time at the event and I can’t wait to connect with the attendees on follow-ups!

Oh, and I recorded two interviews with international speaker Erica Toelle and Microsoft MVP Mike Maadarani. Be on the lookout for posts on the videos!

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

IT/Dev Connections 2017

[UPDATED]

It was a great week in San Francisco! The #ITDEVConnections conference is a high-quality event that focuses on real-world technical sessions and the conference delivered. Both of my sessions had good participation from attendees – I enjoyed answering questions and getting to know everyone.

My first session topic was how you can plan and execute a transition from SharePoint Designer workflows to Microsoft Flow. The slides are available via the IT/Dev Connections website, but there was a question regarding the functionality gaps between Designer and MS Flow – in the session I mentioned a website to keep track of the gaps and here is the link: https://ms.flow.microsoft.com/en-us/documentation/release-notes/#known-issues-and-resolutions

I also mentioned in the session that you can signup for the PowerApps Community Plan to gain access to PowerApps and Microsoft Flow for free.

On the same day as my first session, I participated on an expert panel discussion where we answered questions from attendees and via the moderator, Liam Cleary.

In my second session we looked at the business intelligence options in SharePoint, as well as Power BI. One of the great BI additions in SharePoint Online capabilities is column formatting that is currently rolling out. I demonstrated how you can easily use JSON code to style and enhance list views and how that can make a huge difference for your users.

There was also a great deal of conversation and questions from the attendees on how to share Power BI content and what licenses are required for sharing. As I stated in the session and is mentioned in the following article, “…to share a dashboard you need a Power BI Pro license, or the content needs to be in a Premium capacity.” If you have any questions or your organization needs help with Power BI implementation, please do reach out to me so we can get you started with secure collaboration and data insights: Contact Page

[ORIGINAL POST BELOW]
Please join me in San Fransisco for IT/Dev Connections! I will be speaking on October 24th and 25th – I would love to have you join me.

On October 2ad4th, I will be presenting Transition Your SharePoint Designer Workflows to Microsoft Flow and on the 25th my presentation will be all about Business Intelligence Using SharePoint and Power BI.

If you plan to be at the conference, please let me know so we can meet up!

You can register now and join us!