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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3

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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