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Tracy van der Schyff

Facilitating The Evolution of Human Capabilities

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Create beautiful newsletters with SharePoint Online and Office 365

In this video I’ll show you how to integrate various content types into your #SharePoint online news pages with #Office365 #Microsoft365. Text, Images & GIFS, Videos from #Stream and YouTube, surveys from #MSForms, maps from GogleMaps, #Yammer groups, #Twitter feeds, information packs from #Sway, and documents through using the File Viewer web part. Enjoy, have fun!

SharePoint Resources:


 


Disclaimer: I create content about Office / Microsoft 365. Content is accurate at time of publication, however updates and new additions happen daily which could change the accuracy or relevance. Please keep this in mind when using my blogs as guidelines. And yes, I change my mind all the time as well, because “The only thing that is constant, is change”.
My life mission is to “Facilitate the evolution of human capabilities”: Reach out on: LinkedIn > SlideShare > Twitter > Medium > YouTube > MVP Profile 

Webinar: Build your training portal with Microsoft 365

In this webinar recording (2020/07/03) we’ll look at building out the portal for training using Microsoft Teams, Sway, Stream, Forms and SharePoint (Microsoft 365 Learning Pathways). We’ll also cover the Productivity Score that can be used to update your training plans. #Microsoft365 #Office365 #MicrosoftTeams #SharePoint #Adoption #Training #ChangeManagement #Governance

For more information on webinars you could join or the slides and recordings go to the Webinars Tab on this site. 


Disclaimer: I create content about Office / Microsoft 365. Content is accurate at time of publication, however updates and new additions happen daily which could change the accuracy or relevance. Please keep this in mind when using my blogs as guidelines. And yes, I change my mind all the time as well, because “The only thing that is constant, is change”.
My life mission is to “Facilitate the evolution of human capabilities”: Reach out on: Website > LinkedIn > SlideShare > Twitter > Medium > YouTube > MVP Profile > Contact Me

 

13 Reasons Why you should use Office 365 for your ISO | QMS System

In 2007 my paths crossed with #ISO Compliance and #SharePoint. It soon became apparent to me as the Management Representative for that company, that I would never use another tool again for ISO Systems. In this quick blog, I’ll share 13 reasons why it just works for me. #Office365 #Microsoft365

Platform: This article refers to SharePoint Online as part of Microsoft | Office 365

Reason 1 – Version History

In #SharePoint (and yes, also the site collection behind your #MicrosoftTeams & #OneDrive) 500 electronic versions are kept of the changes you make to your documents. This means that if you upload the new version of the Leave Policy, it will replace the previous one and create another electronic version in the background. This allows us to have a single version of the truth available. These previous versions can be viewed and even restored if need be. In some instances you can up the version count to 50,000. I would only do this as exceptions, not the rule. 

Take Note:  Keep your document names clean – not Leave Policy Jan 2022 vers 2.0 – or it will not replace the old document, but create a second document with the old (incorrect) one still available to users.

Resource: View the version history of an item or file in a list or library

Reason 2 – Modified and Created Metadata

Apart from the version history, changes on documents, items and pages are tracked by displaying the Modified (date), Modified By (person), Created (date) and Created By (person) in the columns next to the items. This really supports the drive towards transparency and ownership in systems.

Resource: Introduction to managed metadata – SharePoint in Microsoft 365 | Microsoft Docs

Reason 3 – Audit Logs in the Admin Center

When switched on, the audit logs can be searched for views on pages and documents which will show names of users as well.

Resources: Search the audit log in the Microsoft 365 compliance center – Microsoft 365 Compliance | Microsoft Docs

Configure audit data for a site collection (microsoft.com)

Reason 4 – Recycle Bin

#SharePoint (and #OneDrive) keeps items in the Recycle Bin after deletion for 93 days (unless you’ve exceeded the number of items it can store). 

Resource: Restore deleted items from the site collection recycle bin (microsoft.com)

Reason 5 – Alerts

This must be one of my favourite SWAT features (SharePoint Weapons And Tactics). You can setup (email) alerts on a library / folder, document level to notify you of deletion & modifications. These can be setup as immediate or daily / weekly summaries.

Resource: #Microsoft365 Day 190: SWAT: SharePoint Weapons and Tactics

Reason 6 – Site Usage Analytics | Page Views

SharePoint Online provides reporting on Unique Viewers, Site Visits, Average Time Spent Per User, Popular Pages and Documents, Site Traffic and Popular Platforms (desktop, mobile web, mobile app, tablet etc) and whether (if allowed) it’s been shared with external parties. On each page it also displays number of views at the bottom.

Resource: View usage data for your SharePoint site (microsoft.com)

Reason 7 – Metadata for classification

Instead of using folders, for controlled document environments I use metadata. This allows me to classify (tag) documents with properties predefined: Document Type, Department, Process, Document Number etc. With metadata you can view your documents in different ways (not restricted by folders), for example Grouped by Document Type, Grouped by Department or filtered by a specific field. Views can be created to be used on different pages / links. The All Documents view that shows all documents with all metadata columns also replaces your manual document register spreadsheet. You can download at any time if a copy is needed. Keep in mind that all libraries can be synced to your pc if you need access when offline – be mindful though, as these libraries would not have folders, and the metadata will not show in your Explorer or Finder View.

Resources: #Microsoft365 Day 293: Let’s Build a #SharePoint Intranet Together (Part 3)

#Microsoft365 Day 296: Let’s Build a #SharePoint Intranet Together (Part 6)

Reason 8 – Site Navigation | Quick Links

The Site Navigation can be built to accommodate employees to navigate and find content which are process related. Of course Search works brilliantly, but in some instances or departments you want to make it easier to find everything in one place. Quick Links are also great to add “shortcuts” on pages to other pages and content. 

Resources: Customize the navigation on your SharePoint site (microsoft.com)

Quick Tips with Quick Links in #Office365 #SharePoint Online

Use the Quick Links web part (microsoft.com)

Reason 9 – News Pages

News pages can be created and promoted via email if necessary to make employees aware of changes to processes or documents. These pages are dynamic and can include videos, file viewers to relevant documents, text, images and links to other resources.

Resources: Create employee awareness around new policies and updates with Microsoft 365

Create and share news on your SharePoint sites (microsoft.com)

Reason 10 – Permissions

Every page, library, list and even document or item can be protected / controlled through permissions. SharePoint has standard permission levels (read, edit, contribute etc.) which can be further customized to even have a permission which is Contribute + Cannot Delete.

Resources: Customize SharePoint site permissions – SharePoint in Microsoft 365 | Microsoft Docs

Microsoft Teams | SharePoint Permissions: 7 Things to consider

#Microsoft365 Day 212: SharePoint Permissions (Part 7)

#Microsoft365 Day 142: Setup custom permission levels in SharePoint

Reason 11 – Microsoft Forms

Microsoft Forms can be used for surveys and quizzes and added directly on SharePoint pages or distributed via email. 

Resources: #Microsoft365 Day 241: Create a Quiz with Microsoft Forms

#Microsoft365 Day 137: Create a Microsoft Form in 5 Minutes

#Microsoft365 Day 107 – SharePoint Online Web Parts – Microsoft Forms

Reason 12 – Microsoft Lists

These lists are a great way to convert current excel spreadsheets / registers to electronic “databases” on which you can setup alerts and even add workflows. Think of your Audit Findings & Corrective / Preventive Actions list.

Resources: Microsoft Lists | Microsoft 365

Creating a #MicrosoftList from a template, adding columns and switching on versioning

Manage your Projects with Microsoft Teams and Microsoft Lists

Reason 13 – Integration with other Office 365 Apps

Using SharePoint allows us to add content from other apps in the Ecosystem on pages. Videos from #Stream, Surveys & Quizzes from #MSForms, Information Packs from #Sway, Registers and Lists from #MicrosoftLists, plus added optimization abilities through the use of the #PowerPlatform using #PowerBI, #PowerAutomate & #PowerApps. And last but not least, if your #QMS forms part of your Company #Intranet, you can plug it into #MicrosoftTeams using #VivaConnections.

THIS is the ULTIMATE mutualistic symbiosis!!!

Resource: Viva Connections Employee Communication Solution | Microsoft Viva

Well that’s it for now (of course I can think of another 100 reasons why #SharePoint and #Office365 totally rocks). I hope you’ll fall in love with SharePoint like I did. Stay awesome 🙂

Do you use #SharePoint | #Office365 for your QMS / Compliance Systems? Do you have other features you can’t live without? Don’t hesitate to comment on this blog and let us know!


Disclaimer: I create content about Office / Microsoft 365. Content is accurate at time of publication, however updates and new additions happen daily which could change the accuracy or relevance. Please keep this in mind when using my blogs as guidelines. And yes, I change my mind all the time as well, because “The only thing that is constant, is change”. My life mission is to “Facilitate the evolution of human capabilities”: Reach out on: LinkedIn > SlideShare > Twitter > YouTube > MVP Profile 

I deliver rapid prototyping, consulting & training for companies on Microsoft | Office 365. Contact Me if you think we should work together. (I will not respond on “help me fix this, sales pitches, pro bono or job enquiries”)

Create SharePoint Online News Pages to display photos from Events

In this video I’ll show you how to use #Office365 #SharePoint Online News Pages to display the photos after events on your #Intranet or Team SharePoint Site. We’ll also take a look at how we can combine all these pages to display in one single page for users to go look at different company events (photos).

I’ve added some cool ideas on using #Yammer for feedback, #MicrosoftForms for surveys, #Sway for creating campaign banners and even GIFs in Image web parts for fun.

Enjoy!!


Moving to the Cloud or stuck somewhere without adoption? Contact me for a FREE 60 minute, Microsoft 365 Immersion Experience. ONLY CONTACT ME IF YOU WISH TO ENGAGE IN PROJECTS. FOR SOCIAL / COMMUNITY STUFF, REACH OUT ON LINKEDIN OR TWITTER.

Disclaimer: I create content about Office / Microsoft 365. Content is accurate at time of publication, however updates and new additions happen daily which could change the accuracy or relevance. Please keep this in mind when using my blogs as guidelines. And yes, I change my mind all the time as well, because “The only thing that is constant, is change”.
My life mission is to “Facilitate the evolution of human capabilities”: Reach out on: Website > LinkedIn > SlideShare > Twitter > Medium > YouTube > MVP Profile > Contact Me

Create employee awareness around new policies and updates with Microsoft 365

In this video I’ll show you how to communicate changes to policies or company objectives using #SharePoint online, the File Viewer Web Part, #Yammer, #MicrosoftStream, #MicrosoftSway and #MicrosoftForms. The Forms allows us to get ‘sign off’ as acceptance from employees that they understand the changes and how it affects them. This can be used very successfully for #SHEQ as well (Safety, Health, Environmental and Quality compliance).


Disclaimer: I create content about Office / Microsoft 365. Content is accurate at time of publication, however updates and new additions happen daily which could change the accuracy or relevance. Please keep this in mind when using my blogs as guidelines. And yes, I change my mind all the time as well, because “The only thing that is constant, is change”.
My life mission is to “Facilitate the evolution of human capabilities”: Reach out on: Website > LinkedIn > SlideShare > Twitter > Medium > YouTube > MVP Profile > Contact Me

Microsoft 365 Webinars


Below you’ll find a list of the webinars I’ve (we’ve) delivered (recently) as well as what is planned next. For your convenience I’ll add the links to join the Webinar, the recorded Video as well as the slides (if applicable) loaded on SlideShare (afterwards).
My mission statement is “To facilitate the evolution of human capabilities” and I truly hope that these webinars (my way of giving back), will help you achieve more, from anywhere, at any time, on any device.

I would love your feedback on what topics you’d like me (us) to cover. Here’s the Microsoft Form to help me.

Currently I’m having fun with a “huge” #PowerPlatform series of webinars with Rod Modlin. Every Thursday at 7pm SAST. Join us for some serious #PowerApps learning.

Next webinar: TBC

 

*** To view this table on mobile, please rotate your screen.

Date & TimeTitleAbstractWebinarVideo Slides
2020/11/05
19:00 (SAST)
10:00 (PDT)
13:00 (EDT)
17:00 (UTC)
Webinar: Power Apps 8 Week Wrap Up – Tips and Tricks SharedIn this webinar we’ll give an overview of the #PowerApps features, tips and tricks covered during September & October as part of our #PowerPlatform Webinars.

Tracy YouTube

Rod YouTube

2020/10/29
19:00 (SAST)
10:00 (PDT)
13:00 (EDT)
17:00 (UTC)
Webinar: Power Apps Forms ContinuedRod continues the customization of the form. And adding the functionality to use it as both a New and Edit form.

Tracy YouTube

Rod YouTube

2020/10/15
19:00 (SAST)
10:00 (PDT)
13:00 (EDT)
17:00 (UTC)
Webinar: Creating your canvas app Edit Screen in Power AppsIn this session we’ll cover the creation of our edit screen for form entry on our canvas app.

Tracy YouTube

Rod YouTube

No Slides
2020/10/01
19:00 (SAST)
10:00 (PDT)
13:00 (EDT)
17:00 (UTC)
Webinar: Adding contextual app information to your canvas Power AppIn this week’s webinar we’ll discuss the options we have available to add more information by providing contextual app information or prompt users to act or provide input in our Power App.

Tracy YouTube

Rod YouTube

No Slides
2020/09/24
19:00 (SAST)
10:00 (PDT)
13:00 (EDT)
17:00 (UTC)
Webinar: Canvas Power App Gallery CustomizationIn this webinar we’ll continue our journey of building our “home page” with the gallery of items. We’ll be adding more filters and search functionality for our new app.

Tracy YouTube

Rod YouTube

No Slides
2020/09/17
19:00 (SAST)
10:00 (PDT)
13:00 (EDT)
17:00 (UTC)
Webinar: Building low-code apps with Power AppsIn our fourth session, Rod Modlin will take us through building our app, starting in Power Apps, not SharePoint.

Tracy YouTube

Rod YouTube

No Slides
2020/09/10
19:00 (SAST)
10:00 (PDT)
13:00 (EDT)
17:00 (UTC)
Webinar: Modify your SharePoint provisioned Power AppIn our third session, Rod Modlin and I will spend more time on the modifications of our SharePoint provisioned Power App. We also have a surprise guest!!

Tracy YouTube

Rod YouTube

No Slides
2020/09/03
19:00 (SAST)
10:00 (PDT)
13:00 (EDT)
17:00 (UTC)
Webinar: Navigation & Modifications to your existing Power AppIn the second part of our #PowerPlatform series, Rod Modlin and I will take a look at making modifications on our existing Incident Management #PowerApp. We’ll also cover the Menus, Tree View, Controls, Functions & Properties.

Tracy YouTube

Rod YouTube

No Slides
2020/08/27
19:00 (SAST)
10:00 (PDT)
13:00 (EDT)
17:00 (UTC)
Webinar: Build your Incident Management System using SharePoint & Power AppsJoin myself and Rod Modlin for this new webinar series focusing on the Microsoft Power Platform. In this webinar we’ll take a look at how easy it is to transform a SharePoint list into a Power App that can be used on mobile devices.

Tracy YouTube

Rod YouTube

No Slides
2020/07/02
19:00 (SAST)
10:00 (PDT)
13:00 (EDT)
17:00 (UTC)
Webinar: Build your training portal with Microsoft 365In this webinar we’ll take a look at building out the portal for training using Microsoft Teams, Sway, Stream, Forms and SharePoint (Microsoft 365 Learning Pathways). We’ll also cover the Productivity Score that can be used to update your training plans.

VideoNo Slides
2020/06/25
19:00 (SAST)
10:00 (PDT)
13:00 (EDT)
17:00 (UTC)
Webinar: Microsoft 365 Adoption, Change Management & TrainingIn this webinar we’ll discuss the difference between consumption and adoption. I’ll share some tips to fast-track your roll out as well as training and adoption resources available. As always, we’ll leave ample time for QnA.

VideoSlides
2020/06/18
19:00 (SAST)
10:00 (PDT)
13:00 (EDT)
17:00 (UTC)
Webinar: Get your Geek on with the sexy SharePoint OnlineThis webinar will cover SharePoint Online themes, pages, news, web parts as well as integration with the other Microsoft 365 apps and services. I’ll also share some cool design tips.

LinkNo Slides
2020/06/11
19:00 (SAST)
10:00 (PDT)
13:00 (EDT)
17:00 (UTC)
Sorry…No webinar scheduled

2020/06/04
19:00 (SAST)
10:00 (PDT)
13:00 (EDT)
17:00 (UTC)
Webinar: Achieve more together with Microsoft TeamsThis webinar will cover the basics needed to rock your experience using Microsoft Teams. We’ll cover Chat, Group Chat, Conversations, Channels, Files, Tabs, Calls, Meetings. Live Events, Co-authoring, Versions and the Recycle Bin. We’ll also take a look at the integration with the other apps and services in Microsoft 365 and of course there’ll be time for questions.

VideoSlides
2020/05/28
19:00 (SAST)
10:00 (PDT)
13:00 (EDT)
17:00 (UTC)
Working with Microsoft OneNote, Stream, Sway & FormsOneNote is definitely my Go-TO – calm the chaos tool. Let me show you how incredible OneNote is. I’ll also be covering Stream, Sway and Microsoft Forms.

VideoSlides
2020/05/21
19:00 (SAST)
10:00 (PDT)
13:00 (EDT)
17:00 (UTC)
Overview of Office ProPlus Features, Co-Authoring & OneDriveIn this webinar I’ll cover all the new amazing features Office ProPlus has to offer as well as give an overview of Co-authoring. I’ll be spending some time on OneDrive for Business as well.

VideoSlides
2020/05/14
19:00 (SAST)
10:00 (PDT)
13:00 (EDT)
17:00 (UTC)
Setting up and configuring your Microsoft TeamsThis webinar will cover guidelines on setting up your Teams, Tabs & Channels correctly, share insights on when Teams are needed and also cover the UI and Tenant settings you should know about.VideoSlides
2020/04/28
19:00 (SAST)
10:00 (PDT)
13:00 (EDT)
17:00 (UTC)
Get creative with Office 365 / ProPlusPowerPoint is crazy powerful when it comes to creating graphics and of course, presentations. Join this free webinar to learn awesome tips and tricks you most probably didn’t know PowerPoint could do.VideoN/A

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