8/15/2018
1
Office 365: Deep Dive with Teams, Dynamics, Flow, Forms, To Do, Power
BI, Planner, and More
Part 3 of 3
#G111
Series Regulars
Donna Payne Jeffrey Roach Sherry KappelFounder & Futurist
PayneGroupPresident and Co-owner
EncoreTechDocument Lifecycle Evangelist
Litera Microsystem
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2
Our Guests
Susan CrispSr. Manager, Technology
InnovationKing & Spalding
Nishan DeSilvaPrincipal Engineering Manager
LeadMicrosoft
King & Spalding is an international law firm that represents a broad array of clients, including half of the Fortune Global 100, with 1,000 lawyers in 20 offices in the United States, Europe, the Middle East and Asia. The firm is in the middle of delivering a multi-year transformation program to support mobility, security and collaboration. The program will include a broader support of devices, updates to Windows and Office and new ways to better manage and secure documents.
Microsoft Corporation is an American multinational corporation headquartered in Redmond, Washington, that develops, manufactures, licenses, supports and sells computer software, consumer electronics and personal computers and services. Its best known software products are the Microsoft Windows line of operating systems, Microsoft Office office suite, and Internet Explorer web browser. Its flagship hardware products are Xbox game console and the Microsoft Surface series of tablets. It is the world's largest software maker measured by revenues. It is also one of the world's most valuable companies.
Highlights from Session 1 and 2
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Life Beyond Core Apps
Is there life outside of Word, Excel, PowerPoint and Outlook?
Are OneNote, Skype and OneDrive getting any traction
What’s the low hanging fruit in the next wave of Office 365 apps
What role does accessibility play in Office 365 apps
Traditional Productivity Apps Solution Based Apps
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Office 365 Return on Investment
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Microsoft Roadmap for Office 365 and M365
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Let’s Talk Solution AppsIn session 2, we talked about the core apps, now let’s dig into the solution-based, value added apps in Office 365
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OneNote – Latest News
Post launch of Office 2019 later this year, OneNote for Windows 10 will replace OneNote 2016 as the default OneNote experience for both Office 365 and Office 2019.
Source: https://tinyurl.com/ILTAonenote
Photo Credit - IvanMikhaylov, licensed from iStock Photo
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OneNote for Windows 10 New Features
• Move across devices and platforms with ease.
• Quickly access notes with a faster and more reliable sync engine
• Mark key information and find it later with tags (that roam) and tag search.
• Live preview of Office files in OneNote, collaboration on attached documents, and save space in your notebooks with cloud files
• Share notes with any app using the Share button.
• Improved Accessibility Checker (WCAG standard).
• View all notes sorted by last updated.
• Notification Center will show what’s changed in open and recent notebooks.
• See collaborators in shared notebook and jump to page they are on.
• Improve reading comprehension with Immersive Reader.
• Use Researcher to look up and discover information on the selected term.
• Write/type an equation. OneNote will graph or solve it step-by-step with Ink Math Assistant.
• Customize pens and sync them across OneNote, Excel, PowerPoint on Windows PCs and iOS devices.
• Use pencil ink to draw or sketch (Free Windows 10 Anniversary update req.)
• Add annotations with new ink colors (rainbow, galaxy, gold, etc.).
• Convert handwritten ink to typed text and retain the color and formatting.
• If you have a new Surface Pen, Tilt it to add shading to drawings in OneNote.
• Automatically transform drawings into shapes
• Draw straight lines and measure distance on touch screens with the virtual ruler.
• Use your device’s camera to capture documents, whiteboards, receipts, and more into OneNote.
• Find ribbon and menu commands and related Help content with Tell Me search
• Replay handwriting forward and backward to hide and reveal content, to provide step-by-step instructions, or to better understand the flow of others’ thoughts
• Maximize drawing space by hiding the page list and ribbon
• Pin your favorite pages to the Start menu for easy access
• Click the button on a digital pen to open OneNote, even when your device is locked
• Write on a web page in Microsoft Edge and save your annotations to OneNote
• Tell Cortana to take a note for you with your voice.
FORMS
Quickly create and share online
surveys, assessments, and
evaluations
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To Do
Teams
Mobile and social
45% use social tools at work
4X as many devices per user
Diverse and global
5 generations together in the workforce
72% of workers will be working remotely by 2020
Team-based and collaborative
2x as many teams
80% of employee time is spent collaborating
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Teams Hub
• Communicate through chat, meetings and calls
• Collaborate with integrated Office apps
• Customize your Teams experience by using 3rd
party apps
• Enterprise level security and compliance
Watch for the merger of Microsoft Teams and Skype for Business
Meetings via Video or Audio
Real Time Conversatons• Join online meetings with
HD video, VoIP, and dial-in audio conferencing options
• Available for mobile, desktop, browser and certified devices
• One-touch join with Skype Room Systems
• Support for Surface Hub and existing rooms
Intelligent meetings• Meeting recommendations
based on attendee availability
• Related files and chat history
• Cloud recording of meetings with transcription and translation, indexed for searching
Source: Microsoft
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Teams Data Residency
Chat data stored
‘In Region’ based
on tenant affinity.
If tenant in
Australia, Canada,
India, Japan, the
UK, or the United
States Files are
stored ‘In
Country’ (SPO).
Teams honors EU
model clauses
Teams has now
added UK as an
datacenter
location: Cardiff +
London
Source: Microsoft
MICROSOFT’S APPROACH TO INFORMATION PROTECTION
Detect Protect & Retain Classify Monitor
C L O U DD E V I C E S O N P R E M I S E S
Comprehensive protection and governance of data throughout the lifecycle –
inside and outside the organization
Scan & detect sensitive data based on policy
Classify data and apply labels based on sensitivity
Apply protection/retention actions
, including encryption, access restrictions
Reporting, alerts, remediation
Source: Microsoft
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Planner
Microsoft Planner is a planning application available on the Microsoft Office 365 platform. The application is available to premium, business, and educational subscribers to Office 365.
Flow
Create automated workflows between your favorite apps and services to get notifications, synchronize files, collect data, and more
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Flow: What’s New
• Build and run flows from inside Excel – the Flow Add-in for Excel makes it easy to select Excel data and send it to Flow. You’ll find the Flow button on the Data tab.
• Flow integration in Microsoft Teams and OWAFlow has made several improvements to the Microsoft Teams Flow bot. Now, you can run flow buttons from the bot, and describe your flows. In the Outlook Web App, if you are @ mentioned, you’ll see a new shortcut that allows you to create a flow that syncs with Microsoft ToDo.
• New connectors and capabilities. Five new connections are now available: Azure IoT Central, LMS365, Marketo, ProjectWise Design Integration, and Survey 123. Also, with the SharePoint connector, you can now select a specific SharePoint view to filter down the returned columns to display only the fields that are in the view.
What is Power BI?
“Power BI is a collection of software services, apps, and connectors that work together to turn your unrelated sources of data into coherent, visually immersive, and interactive insights.”
https://docs.microsoft.com/en-us/power-bi/guided-learning/
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Power BI Components
Desktop
1
Service
2
Mobile
3
https://docs.microsoft.com/en-us/power-bi/guided-learning/gettingstarted#step-1
• Costs: included w/O365
• 100s of data connectors
• Authoring, design tool
• Data manipulation tools
• Visualization tools
• Reporting tools
• Publish to Power BI Service
• Embed in public websites
• Costs: per user, per month
• Shared capacity
• Restricted: 1 GB model size
• Build, deploy dashboards
• Collaborate on data
• Auditing, governance on shared data
• Package, distribute content to users
Power BI Desktop Power BI Pro
▪ Costs: per node, per month
▪ Dedicated capacity
– No restrictions, no throttles
– Allocate resources
▪ Deploy solutions to broad set of “readers” > no additional per user cost
▪ Power BI Report Server (on-premises) enables a hybrid deployment model
Power BI Premium
Power BI Scalability: Desktop, Pro and PremiumBI Scalability: Desktop, Pro and Premium
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COMMON FLOW WITHIN POWER BI
Bring data into Power BI Desktop, and create a report
1
Publish to the Power BI service, where you create new visualizations or build dashboards
2
Share your dashboards with others, especially people who are on the go
3
View and interact with shared dashboards and reports in Power BI Mobile apps
4
https://docs.microsoft.com/en-us/power-bi/guided-learning/
Power BI Visualizations
• Stacked and Clustered Line, Bar, Column & Area Charts
• Ribbon, Waterfall, Scatter, Pie & Donut Charts
• Map, Funnel, Gauge, Card & KPI Visualizations
• Matrix, Table & Slicer Data Grids
• … plus Custom Visualizations
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File/Other Database Azure Online
Excel Access SQL Database Power BI
Text/CSV SQL SQL Warehouse SharePoint
XML Oracle Analysis Services Exchange
JSON SAP Blob Storage Dynamics 365
Folders
- File system
- SharePoint
Amazon Redshift Table StorageGitHub
MailChimp
Web Google BigQuery Cosmos DBCommon Data
Service
SharePoint Lists IBM
- DB2
- Informix
- Netezza
Data Lake Store Salesforce
HDInsightActive Directory QuickBooks
ODBC Sybase Google Analytics
Blank Queries Teradata Smartsheet
More…. More…. More….
Types Sources
Datasets
https://docs.microsoft.com/en-us/power-bi/desktop-data-
sources
REPORTS
Shown: three report pages
Shown: five visualizations
1. Filled map
2. Treemap
3. Stacked bar chart
4. Table
5. Slicer
Not Shown: all interactively
filter and pop-up when
selected
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DASHBOARDShttps://docs.microsoft.com/en-us/power-bi/service-dashboards
Law Firm Management Analytics by flexmanagehttps://powerbi.microsoft.com/en-us/blog/quickly-create-infographics-with-the-infographic-designer-custom-visual-for-power-bi/
Data-Driven Infographics in Pitches, Fee Arrangements
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https://powerbi.microsoft.com/en-us/partner-showcase/flexmanage-law-firm-management-analytics/
Law Firm Management Analytics (by flexmanage)
Delve and Dynamics
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Accessibility
https://youtu.be/bbrZ2pvubL0
Microsoft
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Accessibility Features and Why it Matters to
Everyone
Difference In Approaches Based on Size?
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What Are Your Recommendations for Office 365 Apps Based on Size?
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Resources
• Teams - https://docs.microsoft.com/en-us/MicrosoftTeams/Microsoft-Teams
• Teams Known Issues - https://aka.ms/TeamsKnownIssues
• Office Blog - https://www.microsoft.com/en-us/microsoft-365/blog/
• Power BI Guided Learning - https://docs.microsoft.com/en-us/power-bi/guided-learning/
• Power BI Blog - https://powerbi.microsoft.com/en-us/blog/
• Power BI FAQ - https://docs.microsoft.com/en-us/power-bi/service-frequently-asked-questions
Thank You Plus Q&A
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