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Showing posts from August, 2020

O365: SharePoint Searching in Office 365 and Teams

 O365: SharePoint Searching in Office 365 and Teams See also -  Other Office 365 Posts Earlier posts have discussed the huge advantages of centralising documents, files and communications in SharePoint and Office 365. One of the strongest functions in Office 365 is the ability to search all content so that locating data is easy. However, the search tools in Office 365 are not always obvious. Teams Search Teams is becoming really popular, not least due to the fact that it makes SharePoint very easy to deploy, use and control. At the top of each Teams General Tab is a search box This is multi function. Type / into the box and you will see a list of commands that will perform all sorts of Teams functions    The /Files option will return files you have recently accessed. Great, if the file or document you are looking for is actually in the recent file list. What if the information you require is in an older file, or in a different location? Location Search Also in Teams ...

O365: Automation - The First Step

 O365: Automation - The First Step See also -  Other Office 365 Posts Making SharePoint Lists and Libraries is a simple process and these act as data containers for information passing through your business. We can capture data into the containers by creating the content from within the list or library, by scan and by import. In most businesses, once the information, whether it is a document or data, is stored in SharePoint it will need to be followed through to ensure that it is made available to the right personnel and is acted on in a timely fashion. The traditional method of ensuring this workflow is to send out email reminders and/or to place the information where the affected users can find it. There is a better way. Simple Work Flow  The simplest work flow is to equip each List and Library with a column for status. Using a SharePoint Library created to store customer orders The status column can be seen to the right of the customer column To add a status column ...

O365: Moving Stuff Around

O365: Moving Stuff Around See also -  Other Office 365 Posts Earlier Posts have demonstrated how to make SharePoint data containers (Lists and Libraries), how to populate them and how to use the data across the business. We've also touched on collecting data via mobile phone and tablet and how the data can be used both on site, at the computer desk, and off site via mobile or tablet. This is all the same live data with little duplication and only occasional need to synchronise between devices.  That's fine for static or semi static data like contact names and addresses. These only change when something changes in the real world and the data need updating to reflect the new reality. Dynamic Data However, some data needs to change because it is by nature dynamic. For instance, a sales query may become a quotation, and then an order and then a delivery note and then an invoice. A telephone conversation with customer may become an email confirmation, which may become dormant. But,...