This month's blog focuses on our favourite Tips of the Week?we’ve?shared over this year.?What's?your favourite???
Making use of the built-in apps in SharePoint:?
- Make sure that your organisation?is?using these SharePoint apps that will help everyone with their daily tasks:?
- Contacts:?Create and manage a list of contacts that can be?synchronised?up with Microsoft Outlook. When that contact is added to your list in Outlook, it will also be added to your SharePoint site.?
- SharePoint View:?Looks?similar to?your email’s inbox filter. You can edit the default application display so you can filter and organise unnecessary information.?
- Calendar:?This can be used to plan events and arrange businesses. To use this feature, create a calendar that can be?synchronised?with Microsoft Outlook.?
How to get started with Power Apps?
- Mobile vs Tablet Power Apps - Whilst these are the two fundamental layout options for a Canvas Power App, sometimes?there's?a need to have an app that fits both. Building your app with responsive design, now more easily achievable thanks to Power Apps' new responsive Layouts and containers, is a good practice to ensure you?don't?have to manually re-configure in the future!?
- Free Power Apps Templates – Microsoft's OOTB templates are?a fantastic way?to understand how a solution can be built. To view the templates, click on "Create" in the Power Apps portal, and on the left-hand side?you'll?see the option to select "Templates". ?
- Third-Party Connectors – Not only can you integrate multiple Microsoft 365?products,?but you can also connect with a variety of third-party products. ?
Effective document management in SharePoint?
- Create and?maintain?a well-organised process for managing your documents. Apply sensitivity labels and use rich metadata to categorise documents clearly, assign roles and resources (or lifecycle automation) to keep on top of SharePoint management tasks?in order to?make sure it?doesn't?get lost in the day-to-day operations of your organisation.?
- Security and permissions are growing demands for organisations. Be sure to define who in your organisation needs permissions whilst?remaining?flexible - security roles will change as projects develop and new projects arise; consider how Teams can help here.??
- Do not neglect the extremely powerful search tool. By configuring and optimising Microsoft Search you will enhance your company's engagement with team members, key documents, and much more.?
- Consider using our favourite web part - Highlighted Content. The ability to define search and filter scopes can help personalise and streamline individuals working practices!?
Power BI?Integration?Improvements??
- Power?BI Quick Create – users are now able to choose to analyse in Power BI, with a one-click action, from a model-driven apps view?
- Power BI?Dataverse?Connector – new features?include?support for multiple environments, connector availability in excel and dataflows, and connector support for a native query such as custom?Dataverse?SQL?
Quarantine a Canvas App??
- Admins are now able to now quarantine canvas apps to prevent them from running, giving you control to make sure any issues can be rectified with the certainty the app?isn't?being used.??
- Documentation:?https://ow.ly/gPBg50FZirP?
Learn how to send only one email to a user that has multiple entries in a dataset.?
- You can?eliminate?duplicates from SharePoint lists, Excel rows or any other data source with Power Automate. Send a user one email with all their items in it by creating an "apply" to each loop whenever you use the "get data" action, as putting an email action in that loop will spam your users with emails – and nobody wants that.?
Power Automate tips and tricks?
- Power Automate?brings an end to those repetitive tasks carried out by business users, saving valuable time and money.??
- One of the best capabilities of Power Automate is that you can send automatic emails with forms response. When someone selects a specific?answer,?you can receive an email with their name and their response. But you can also tailor it to specific questions meaning if they?don’t?select the programmed answer, you?won't?receive an email!?
- There are so many opportunities that you can use this for, such?as?lead generation or event registration.?
If you like what you see,?there’s?more out there! Check out our?offerings?or get in touch to find out what your company could achieve with?Power 365 Solutions.?
