Creating a Team Site in SharePoint

To create a team site in SharePoint, go through the following steps. First, log into SharePoint. You will then see your SharePoint home page. Click on the + Create Site link: You will be presented with an option to create a Team Site or Communication site. We will select Team Site: Now enter the name of the site. SharePoint will confirm that the site url is available (https://*****.sharepoint.com/sites/WestOfficeSalesTeam) Note the … Continue reading Creating a Team Site in SharePoint

Deploying Office 365 Groups

Office 365 Groups allow you to collaborate with people that use Dynamics 365 and those that do not. You may have a scenario where you have Dynamics 365 users that are uploading information on an opportunity such as documents and notes. Users outside of Dynamics 365 will be able to collaborate using Office 365 Groups. Here we will go through deploying Office 365 Groups. From Office 365, browse to Admin: … Continue reading Deploying Office 365 Groups

Connecting Dynamics 365 to Yammer

Dynamics 365 and Yammer have built in integration. To turn on this integration, in Dynamics 365, go to Settings->Administration and select Yammer Configuration: You will see this message: Followed by: Clicking Authorize Microsoft Dynamics 365 Online to connect to Yammer displays the window below. Click Allow: This will then display additional options. Yammer is now connected. Clicking on Edit message rules takes you to: Now, when you perform actions in … Continue reading Connecting Dynamics 365 to Yammer

Office 365 Security Groups

Security Groups are a way to control access to Office 365 functionality. Security Groups are a part of Groups within Office 365. To create and view groups, go to the Admin portal at: https://portal.office.com/adminportal Then select Groups: You will see a list of the groups, and note you can filter on security groups: You can create a security group by select +Add a group: Click Add: You can then select the … Continue reading Office 365 Security Groups

Dynamics 365 OneNote Integration

To set up Dynamics 365 OneNote integration, go through the following steps: First, turn on Enable Server-Based SharePoint Integration. Next, select Settings->Document Management->OneNote Integration: Turn on OneNote integration for the entities you would like: Open a lead and select the OneNote tab: This will create an Untitled document: Select the link. This will open a new OneNote online document: Right click to rename the document. Add any notes. The document … Continue reading Dynamics 365 OneNote Integration

Introduction to Yammer

Yammer is a portal from Microsoft that allows people to communicate in an organization. To log into Yammer, go to https://www.yammer.com/: You can also access Yammer from the Office 365 menu: Logging in, you will see the home page, with posts from different Yammer users in your organization: Select + to create new groups in Yammer: These groups can be internal and external:   You can also send private messages to … Continue reading Introduction to Yammer

Office 365 Identity Management

When working with Office 365, there are 3 ways to provide user identity: Manage all users in Azure Active Directory. In this case, there is no traditional active directory; AAD is managed in the cloud Synchronized Identity. In this case, user identity is synchronized between Azure Active Directory and traditional Active Directory. This is done by using a tool such as DirSync. For more information click here. Here, a user … Continue reading Office 365 Identity Management

Connecting Outlook Client to Office 365

To the Outlook web client for Office 365 you can go to this address to access your email: https://outlook.office365.com To connect the Outlook desktop client with Office 365, go through the following steps. First, start Outlook. If you have not set up a profile you will get the message: Select Yes: You will see the screen below. Enter the details below: Name: E.g. Christa Geller Email: E.g. christag@onmicrosoft.com Your Password On … Continue reading Connecting Outlook Client to Office 365

Introduction to Microsoft Teams

To enable Microsoft Teams, perform the following steps. First, go to Office 365 Admin at http://portal.office.com and select Services and Add-Ins: Select Microsoft Teams: Set to On: Go to Teams: Go to teams.microsoft.com and sign in to see your teams: In the bottom left of the page you will see a link to create teams: Enter a new team. We will call this the Power BI team: Add members to the team: … Continue reading Introduction to Microsoft Teams

Adding Power BI to Microsoft Teams

To add Power BI to Microsoft Teams, first create a team. Let’s call ours Sales Team: Add Team members: Click the + sign in the main window: You will see this screen below: Select Power BI: You will see a new Power BI tab with the relevant reports: Users can then comment on the report: And change tabs of the report, and view in the powerbi.com service: