Skip to main content

O365: Make Life Simple. Grab Data on the Go

O365: Make Life Simple. Grab Data on the Go.


Earlier Office 365 posts have pointed towards simple ways to make SharePoint List and SharePoint Library data containers, simple ways to populate these with data that is useful to business and simple ways to filter that data for useful output commination like invoices and reports.

Reading back through those posts it becomes obvious that the more data you collect, the more you can do with it. This is probably best highlighted in the CRM example, where all communication between company representatives and individual customers is captured and used across the business.

The great thing about modern technology is that even when visiting a customer the person representing the business can access the same data that is available when sitting at a computer in the office.

In addition, updates can be made to the data without a return to the office being necessary.

Accounting

The same can be said of accounts and expenses records. Hotel, meal and fuel receipts can be filed direct from a smart phone instead of filing, indexing and storing all of those annoying bits of paper that have tied us down in the past.

Introducing Power Apps

Accessing and updating data through Teams and ASPX pages is great and can accommodate most business needs, but sometimes data update through a smart phone is not as easy as it could be. Buttons and links are small and a field worker in a hurry may find it necessary to spend more time in order to be accurate.

To overcome this you can easily deploy a Power App that will deliver a simple smart phone screen, with large buttons, that will file the data directly to the SharePoint List.

 



The above screen shots display a simple Power App generated from a SharePoint List called Contacts for an Android or IoS phone.

The left screen displays all the customers in the list, these are searchable and sortable and the screen incorporates a find function.
Clicking the right arrow next to a customer name displays the details for that customer. 
A new customer can be added or detail can be updated provided that the user has the necessary permissions.

Generating a Power App.

This is the really good bit about Office 365. You hardly have to do anything at all.

On a PC, launch the SharePoint List 
and click the menu item to launch Power Apps.

Name the App and allow Power Apps a few minutes to build. Once done test the operation and then share it with users.
You can either email the share or launch it into Teams as a Organisational App.

The App can be used from a PC as well as from a phone, so the user interface is the same for both field and desk workers.

Wide Ranging Uses

You can do the same with any SharePoint List, so the range of potential uses is almost endless. 


The above images show an inventory control app that can be updated from a tablet or phone in the store room.

 We can show you how, or we can do it for you.


Labels:

Comments

Post a Comment

Popular posts from this blog

O365: SharePoint List v Spreadsheet - which is best?

O365: SharePoint List v Spreadsheet - which is best? See also - Blogs on  Library ,  List ,  Linking ,  Teams ,   Invoicing ,  Workflow  and  Bulk Invoicing The image shows the same data displayed in different applications. On the left is the information imported into a SharePoint List and on the right is a table representation in Excel What's The Difference? Let's assume you are running Office 365 and you may even have Teams launched. You need to provide your users with access to a table of data, the sort of thing that has traditionally been circulated in spreadsheet format. Only now, you have SharePoint Lists as well.  So, which is the best way to store, maintain and distribute the data? In both apps you can sort and filter the rows and columns, you can add new columns that read original columns and perform arithmetic, mathematical, statistical and text manipulation on the content of the original. In the SharePoint List linking to other lis...
Post a Comment
Read more

The New Computer Age: Infrastructure and the cloud

Most business managers don’t know it but this is very close to the truth. IT teams across the world live in day to day hope that their servers and networks hold together and pray that the disaster recovery schemes will be adequate in the event of catastrophe. IT people are highly professional and, of course, their server networks do deliver. Massive and expensive failure is surprisingly rare, provided that the IT department gets what the IT department needs in terms of budget. But, where budget is restricted, where the IT manager fails to make the business case for upgrade, then performance and security start to become threatened. In addition, a complex IT infrastructure brings with it the penalties of restrictive practise where a department head can’t get the software, services or technology required for a lean department because what is needed will not fit with the current IT infrastructure. So, what’s the answer? Sole Trader - Read more SME - Read more En...
Post a Comment
Read more

Knowledge - The Ultimate Resource

Knowledge – the ultimate resource? I can’t argue with that. As a writer I’m in the business of providing knowledgebase elements. I take my own experience and that of others, I then turn it into some form of written document that may be understood and acted upon by the intended audience. Quote from Wikipedia - Human-readable knowledge bases are designed to allow people to retrieve and use the knowledge they contain, primarily for training purposes. They are commonly used to capture explicit knowledge of an organization, including troubleshooting, articles, white papers, user manuals and others. The primary benefit of such a knowledge base is to provide a means to discover solutions to problems that have known solutions which can be re-applied by others, less experienced in the problem area. · The most important aspect of a knowledge base is the quality of information it contains. The best knowledge bases have carefully written articles that are kept up to date, an excellent information ...
Post a Comment
Read more