December was a quiet month for Microsoft with only a few major changes to Microsoft 365 being announced. To start our Microsoft 365 Insights for 2021, we've picked our top three. There will be much more to come as we move into the new year.
Teams Changes to default settings for guest access The first announcement is less a change and more an alert that some of the default settings in Teams are changing and this may have an impact on you if you do not want to enable your staff to be able to invite external guests to any of your Teams. We know of clients that have specifically chosen this set-up. Access to Teams settings and controls are moving Starting this month, Microsoft is relocating certain Teams settings and controls to the “Me Menu” – the menu you can access in Teams by clicking your profile picture in the top right. Which controls are moving?
Forms If you use Microsoft Forms to create and publish internal or external surveys, quizzes or as a general data capture service, then as well as the additional branding capabilities that are now available, you will soon have greater text formatting capabilities to make your Forms more engaging and to help emphasise content where needed. We love Forms and have developed several solutions around the service for our clients, so this is yet another welcome addition to its capabilities.
Configuration change in guest access for Microsoft Teams
MC228482 Category Teams From February 8th, Microsoft will change the default setting to guest access enabled in your environment. Currently there are three admin settings to control guest access:
It is the “Service Default Off” setting that will automatically change to “On” from the 8th February. If this is your current setting and you want to continue to prevent guests being invited to Teams, then prior to the 8th February you will need to change the setting in the Teams Admin area from “Service Default Off” to just “Off” More from Microsoft https://docs.microsoft.com/en-us/microsoftteams/set-up-guests
Microsoft Teams profile menu update
MC228368 Category Teams Access to Settings, Zoom Controls, Keyboard Shortcuts, About, and Check for Updates is moving from the Me Menu to a new menu in the title bar. The Me Menu will be focused on account management, where users can switch to another account or tenant through the first level of the Me Menu. The following links will be moved out of the Me Menu into a new menu in the title bar:
How will this affect me? The Me Menu will be focused on account management, with account and tenant switching moved to level one of the menu.
Settings, Zoom Controls, Keyboard Shortcuts, About, and Check for Updates is moving from the Me Menu to a new menu in the title bar.
Text formatting available in Microsoft Forms
MC228897 Category Forms Text formatting (bold, italics, and underline) is coming to Microsoft Forms to help survey and quiz designers differentiate and emphasize content. How will this affect me? Consistent with Office 365 products, users can format text by using either a floating tool bar or keyboard shortcuts. In the editing canvas of the form, designers can use the text format toolbar inline whenever they are composing text content.
Author: SO365 Insights
Teams
When talking about SharePoint and Teams, it is a bit like asking the Chicken or the Egg question, and which comes first. As Teams has becomes more prominent, we find that most people start by creating Teams without giving any thought to where the content really should exist. This often results in more Teams than are necessary for communication and collaboration needs, purely to give additional content a home. For this reason, we always start with SharePoint - to map out and implement a client’s content and then, where communication is required around the content, a Team can be created that pulls in relevant content across the SharePoint site libraries and lists when needed. Microsoft is now releasing an enhanced “wizard” for when you create a new Team based on an existing SharePoint site, so that it is easier to perform this action and to integrate content across the site. We think this adds extra validation to our Chicken or Egg approach! To add more credence to the Teams or SharePoint question, this next enhancement will make it easier in Teams to pin SharePoint document libraries to a channel, regardless of which SharePoint site those libraries reside in. So once again, make sure you focus on getting your SharePoint sites correctly identified and designed before going anywhere near Teams. There are three enhancements to the meeting experiences in Teams announced this month: 1. More support for switching between Full Screen and Focused (when you want to just focus on a presentation or screen share). 2. Changing the way participants access meeting chat messages both during and post the meeting. 3. Further integration between Teams and Microsoft Forms making it really simple for a meeting presenter to add a “poll” into the meeting to get participant feedback and then publish the responses to all meeting participants. SharePoint More great changes for SharePoint Lists. If you are a fan of SharePoint Lists (and who isn’t) and use the “Grid View” to perform editing tasks, then you will soon be getting the ability to “undo” and “redo” changes you have made. Without reverting to PowerApps, you currently, you have little control over the layout and format of a SharePoint List Form. Soon however, you will be able to configure each forms header, footer and body sections. Coming soon is the ability to create simple rules based on the contents of a SharePoint list enabling you to set reminders or send notifications. Microsoft is also improving the ability for you to brand your SharePoint sites by providing more flexibility, including a new “minimal” header size to reduce space and bring content such as News closer to the top, together with more control around site logos and the ability to hide the title of the site. OneDrive It is now easy to add shortcuts to folders with important documents, or just those you need to access regularly, from any SharePoint library and for those shortcuts to then appear in your OneDrive app so that they can be easily found. What is also fantastic, is that if you sync OneDrive to your device, then the folders and documents behind the shortcuts are also synced, so that they are always available. This means you do not need to sync the additional libraries where those folders exist. More and more, OneDrive can become your personal information manager where you can create your own view of the corporate world in which you work with quick access to the content you need. Microsoft Planner Although we're not convinced this will be a major “wow”, but a new feature of Planner will be the ability to add different backgrounds to each Plan. Backgrounds will be “recommended” based on the title of the plan - which could be interesting!
Add Microsoft Teams to your SharePoint team site
MC227312 Category Teams SharePoint When associating the Teams app with an existing SharePoint group, access a new wizard which make it easy for a group owner to select the lists, libraries, or pages to incorporate into Teams as tabs. Make the selection, then click the Add Teams button.
Once in Teams, it is easy for group members to collaborate around existing SharePoint content. Users can select a list they had been just working on in SharePoint and then engage team members in chat alongside the list, directly in Teams.
Use SharePoint tab to add pages, lists or document libraries to a channel in Teams
MC227278 Category Teams SharePoint Microsoft has improved the SharePoint tab experience to now allow pinning of document libraries, by selecting from the backing team site, or by providing a link to any other document library to which the user has access. Also added is a new "Recommended" section in the SharePoint tab to help users easily find the most relevant content from their site to pin in their channels. Once available, Teams users will be able to pin their SharePoint content; pages, news, lists and document libraries using the SharePoint tab.
More from Microsoft
Add a SharePoint page, list, or document library as a tab in Teams - Office Support (microsoft.com)
Full screen support in new Teams meeting experience
MC226680 Category Teams Microsoft is bringing Full Screen support back in the new meeting experience for Teams desktop applications. The feature is accessible via meeting controls under More options (…) > Full screen. On Mac OS, you can also access it by using the native “Full screen” control on the top left corner of the meeting window.
To focus attention on content that is shared during a meeting, use Focus mode, accessible via More options (…) > Focus mode. In Focus mode, content uses the entire meeting window. By removing other Teams elements from the window, this mode makes it easier to focus on content.
Updates to meeting chat membership in Teams
MC226407 Category Teams Microsoft is updating a meeting participant's access to meeting chat. These changes will manage a users access to a meeting chat based on how they were invited to the meeting. Once this has rolled out, the changes will apply to new meetings. These changes will not be applied to previously scheduled meetings. A participants access to meeting chat will be dependent on how they were invited to the meeting: Single meeting
Recurring - Single instance of a meeting series
Forms polls in Microsoft Teams meetings
MC225995 Category Teams Forms Any meeting presenter can add the Forms app as a tab in the Teams meeting. Before the meeting, the presenter can create draft polls. During the meeting, the presenter can create and launch polls that any attendee can view and answer. All attendees will be able to see the results in real time, and respondents can respond to a poll after the meeting if the poll has not been closed.
Attendee view of Teams meeting poll that has been launched.
After the meeting, meeting presenters can evaluate responses in the meeting tab, export responses to an Excel workbook, or review responses on the web in the Forms app.
Microsoft Lists undo and redo commands
MC226055 Category SharePoint Microsoft Lists With the release of undo and redo capabilities, users who edit their lists when in grid view will be able to retract any unwanted changes or bring back previously entered information. Two changes are part of this feature rollout. First, users will now be able see Undo and Redo commands as they modify lists, whether they are working on the list in SharePoint, the Lists app in Microsoft 365, or the Lists app in Microsoft Teams.
Second, users will be able to use the following keyboard shortcuts to perform undo and redo operations while editing from grid view.
Configuring list or library forms for Microsoft Lists and SharePoint
MC227452 Category SharePoint Microsoft Lists With this update, anyone who can create and manage views in a list can configure the list or library form with header, footer, and body sections for both Microsoft Lists and SharePoint. Once available, list and library users with appropriate permissions will be able to configure an associated form to include a custom header, footer, and body with one or more sections. The form configuration doesn’t change the data in the list item or file; it changes only how the form is displayed to those who browse the list or library. More from Microsoft Configure the list form | Microsoft Docs
List rules make it easy to set up notifications of changes
MC227447 Category SharePoint Microsoft Lists With this update, SharePoint users with edit permissions on a list can create simple if / then rules, based on changes to list information, to set reminders and send notifications. Users with edit permissions on the list can create and manage rules. Users with read-only permissions can’t create or manage rules. Once the feature is available to your users, they’ll be able to create a rule by selecting Automate and then Create a rule in the list command bar near the top of the page. These notifications emails will be sent from Microsoft 365 to one or more users in your organization, as shown below.
Once rolled out, the feature will be available to all list users in Microsoft Lists and SharePoint. Users will be able to create a maximum of 15 rules per list.
SharePoint site header updates
MC227307 Category SharePoint Microsoft is expanding the SharePoint branding options that make it easier to customise your site, including new header configurations for modern sites.
These updates will not impact existing sites and or any current site customisations.
You might want to notify your SharePoint site owners about this new capability and update your training and documentation as appropriate.
Add to OneDrive is generally available
Category OneDrive Files are the building blocks of our work— helping us collaborate with others to construct the end results. Research documents, data spreadsheets, sales reports, presentations, product videos and other content-rich files are the components that hold up our final deliverable. "Where can I find that file?" It’s a question we’ve all asked our colleagues, our teams, and, most often, ourselves countless times but not anymore. Microsoft has now announced that the previously disclosed Add to OneDrive feature is now generally available. Now, instead of figuring out who sent us that file or remembering the original location of the shared content, we can swiftly get back to the files we need, directly within our OneDrive. Add to OneDrive makes it easy to add a shortcut to the shared folders directly to our OneDrive. Shared folders include content that others have shared with us through their OneDrive, which surfaces in the "Shared with me" view or content that is a part of a shared library in Microsoft Teams or SharePoint.
Add to OneDrive makes it easy to add a shortcut to the shared folders directly to our OneDrive
With Add to OneDrive, not only can we bring all our shared content into one place, but we can also work with the shared content with the same power and flexibility as if they are files we own. This means we can easily sync and access these folders from anywhere on any device; securely share and co-author files in the added folder; and stay up to date with @mentions, activity, and notifications. Added folders respect all existing policies, compliance, and security settings, too.
Added folders can be synced to your device for anytime anywhere access.
Introducing smart backgrounds for Planner
MC227304 Category Planner Users will be able to add a relevant and unique background image to a Planner plan from a list of recommendations. This new Planner feature allows users to view smart image recommendations and add a relevant and unique background image to each plan, Powered by Designer. The image recommendations are based on the title of the plan.
Author: SO365 Insights
Teams
There are two main improvements to Teams meetings announced this month, the most significant of which is the ability to create “breakout rooms ” during a meeting - a facility that has been available in competitor products such as Zoom for a while. Breakout rooms are useful when you are running workshops for example, and want to break the attendees into separate groups to hold discussions or to work together for a short period. The second meeting improvement is the ability to suppress background noise, which will be relevant as more of us move back to working from home, where it is more difficult to control the environment in which a meeting is held. Other changes to Teams include an update to the Teams App on iOS so that you can see more participants when joining via your mobile. And, if you ever override your Teams “presence” to enable you to concentrate on a piece of work, but then forget to reset it so you are stuck forever on “Do not disturb”, then this change will come to your rescue and enable you to set a duration for the override and then the presence indicator will reset. SharePoint Over the last few months, we have been extolling the improvements to SharePoint Lists and actively encouraging more of our clients to explore their power. This month, Microsoft have added the ability to add comments to list items which other colleagues can then view. This will add greater flexibility to Lists and introduce commenting features that we are familiar with in word or Excel. This month also sees the new “My feed web part” which can be added to modern SharePoint sites. This will provide your users with a mixture of content relevant to them, such as updated or changed documents, upcoming meetings, etc. Finally, the major investment across the whole of the Microsoft world is the integration of Artificial Intelligence (“AI”) capabilities that can be used in a variety of ways. SharePoint Syntex is one such evolution of AI. It enables your non-technical users to build models to train SharePoint Syntex to better understand and tag your content, so that it is easier to find and retrieve later, or to automatically initiate a predefined process based on the tags. This might sound big company stuff, but it is worth reviewing the announcements and looking to see if there are ways that Syntex could improve your internal management of documents to increase productivity or even security or compliance with regulations. Office Apps The “Designer” feature that has existed in PowerPoint for a while is now coming to Word Online, enabling you to easily create documents with a consistent look and feel. As well as suggesting Themes that can be applied, Designer will also suggest formatting fixes where inconsistencies are identified. This is only available in Word Online and not the desktop version. In Word Online, Microsoft is also moving the “Open in app” command so that is under the “Mode” menu, where you can switch between Editing, Reviewing and Viewing modes. A minor change, but one that is sure to confuse a lot of people. Microsoft Forms If you use Microsoft Forms within your company, then you can now target Forms at specific staff or internal groups. Prior to this, a Form was either available to all staff or could be used anonymously outside of your company. Productivity Insights Microsoft Productivity Score provides insights about how your staff are using the Microsoft 365 platform, such as how people communicate and whether there is a visible switch from email to more chat-based services. Productivity scores are compiled and grouped into different categories and are based on the services you use. Categories include Communication, Teamwork, Meetings and Mobility. These insights can help you understand and improve the adoption of the Microsoft 365 services your company has selected or help you to make the changes to working practices that you are looking to implement.
Microsoft Teams - create Virtual Breakout Rooms
MC224343 Category Teams Breakout rooms allow meeting organisers to split main meetings into smaller sessions for focused discussions. To see the breakout rooms option within your meetings, you must turn on the new Teams meeting experience by:
You can double check that the setting is setup correctly by starting a meeting and verifying that the meeting opens in its own window. All participants must be using the latest version of Teams. As a meeting organiser, once you are in the meeting you should see the breakout room option next to the raise hand control.
Reducing background noise in Microsoft Teams meetings
MC224751 Category Teams Users can set the noise suppression level before a meeting. Once changed, the setting applies to the next call. The four settings are Auto (default), Low, High, and Off. They are accessible from the profile image > Settings prior to a meeting and from More options ... > Device settings during a meeting.
When left on the default setting, Auto, the Teams app sets noise suppression based on ambient sound.
Improved Teams meeting experience on iPhone
MC225004 Category Teams Microsoft is improving the Teams experience on iOS devices with a new presentation mode, the ability to see more participants, and the ability to see shared content and a spotlighted participant concurrently. Scrollable participant tray Makes it possible to see more participants. The current default grid allows iPhone users to see up to 8 participants, and up to 9 participants on tablets. With the new scroll-able participant tray, phone users can see 15 participants, tablet users can see 20 more participants.
See your audience while presenting from phone and tablet
Currently for mobile users in a meeting with shared content, only 1 active speaker is visible. With this update, users can now see both the shared content and participant tray at the same time. In addition, Microsoft has added a visual indicator around video active speakers, and made nameplate display more accessible.
Microsoft Teams - control the duration when overriding your presence status
MC223792 Category Teams If you occasionally manually override your presence status, then you will be able to define how long you want a presence state to remain active. This Teams setting overrides other events like calendar meetings or calls.
Access the duration option and then select a time
Add comments to your Microsoft Lists
MC224822 Category SharePoint Your users will soon be able to add and delete comments on list items. Users can view all comments on a list item and filter between views that show comments or activity related to an item. Users can see which list items have comments when they access the list home page.
By default, users will see a new comments pane alongside the list item form when they access a custom list. Users can toggle the comment pane visibility by clicking or tapping the comments icon . When comments hide, the pane does not collapse.
The pane will be closed by default for lists enabled by Power Apps.
Personalised "My Feed" web part for SharePoint
MC223652 Category SharePoint SharePoint pages and sites can be more relevant to individual users by adding the My feed web part. The My feed web part will show as a new option in the web part toolbox. After it has been added to a SharePoint page, the My feed web part will show a mix of content from across Microsoft 365, based on what's likely to be most relevant to the current user at any given time. Only content that the user has permission to access will be shown.
Benefit from Artificial Intelligence with SharePoint Syntex
MC223196 Category SharePoint Microsoft SharePoint Syntex uses advanced AI and machine teaching to amplify human expertise, automate content processing, and transform content into knowledge. SharePoint Syntex will deliver new user experiences to work with content through content centres and AI models. SharePoint Syntex mainstreams machine teaching, enabling your experts to capture their knowledge about content in AI models they can build with no code. Your experts train SharePoint Syntex to understand content like they do, to recognise key information, and to tag content automatically. For example, a contract processing expert can teach SharePoint Syntex to extract the value of contracts, along with the expiration date and key terms and conditions. SharePoint Syntex then uses your models to automate the capture, ingestion, and categorisation of content, extracting valuable information as metadata. Metadata is critical to managing content, and seamless integration with Microsoft Search, Power Automate and Microsoft Information Protection enable you to improve knowledge discovery and reuse, accelerate processes, and dynamically apply information protection and compliance policies. SharePoint Syntex also delivers new experiences for analysing, managing and deploying taxonomies and content types. More from Microsoft https://resources.techcommunity.microsoft.com/sharepoint-syntex
Automatically design your Word documents
MC223444 Category Office Products Microsoft is introducing Designer in Word for the web, a feature which offers formatting consistency and style variety for every document. Designer helps writers create documents with a consistent look-and-feel. It provides a variety of themes to help writers create documents that better communicate ideas visually. To access Designer, open a document in Word for the web and then select Home > Designer.
Designer also detects formatting inconsistencies. Apply formatting fixes by clicking on a button at the top of the pane or allow formatting fixes to be applied automatically when selecting a theme.
In addition, Designer will improve Word document accessibility by using semantic styles (e.g., title and headings). Designer will eventually make additional suggestions as well.
The "Open in Desktop App" button is moving in Office online products
MC225213 Category Office Products The Open in Desktop App command is moving to the Mode menu (Editing, Reviewing, Viewing) in Office for the Web. A teaching callout from Microsoft will help people learn the new location of the Open in Desktop command.
The command in its original location
The command in its new location
Target Forms at specific users or groups
MC223656 Category Forms With this update, Microsoft Forms owners will be able to easily collect survey responses from specific users or security groups. Form owners will see a new response collection option when navigating to Share > Send and collect responses. When a Form owner selects Specific people in my organisation can respond, they can then specify one or more individuals or user groups by using their email address.
Forms on the desktop
Forms on mobile
Monitoring and measuring productivity across your firm
MC225209 Microsoft Productivity Score, a new analytics solution that helps you understand how work gets done in your organisation, is transitioning from preview to general availability. Users that have the Reports Reader role or higher permissions in the Microsoft 365 admin centre will see insights on the people experiences within your organisation as it pertains to communications, content collaboration, meetings, mobility, and teamwork. They will also see insights on technology experiences as they pertain to PCs, Laptops, Mobiles, network connectivity, and Microsoft 365 Apps health.
More from Microsoft
https://docs.microsoft.com/en-gb/microsoft-365/admin/productivity/productivity-score How Microsoft Productivity Score can help you build a more resilient business Privacy controls for Productivity Score
Author: SO365 Insights
Something for everyone this month. There are more updates to the new Microsoft Lists functionality, with templates (yes!) and new formatting features for lists in SharePoint, and - long overdue - the ability to easily create calendar views from lists in modern SharePoint (yes again!). Microsoft also continues to enhance the meetings experience in Teams and we've also highlighted useful new features coming to the Teams Shifts app and to Microsoft Forms. Making it easier to share Teams meeting recordings with external guests MC222640 Category Teams What is this all about? Whenever you record a Teams meeting, the recording is automatically stored in Stream enabling it to be easily accessed and viewed by your internal staff. But if you have external participants in the meeting then they are not able to access the recording. With this change, you will have the option to save Teams recordings on your OneDrive or SharePoint, and then be able to easily share it with the external participants. How does this affect me? Meeting Storage Non-Channel meetings will be stored in the OneDrive of the person who clicked the record button in a special folder labelled “Recordings” – that sits at the top of the recorder’s OneDrive. Channel meetings will be stored in a folder labelled “Recordings” under a folder named after the channel, under the Team’s document library. Permissions All meeting invitees - except for external users – in non-channel meetings will automatically get a shared link to access the meeting recording. External users will need to be explicitly added to the shared list by the meeting organiser or the person that clicked the record button. For Channel meetings, permissions will be inherited from the owners and members list in the channel. Feature Gaps There are some feature gaps when compared to recordings stored in Stream. These gaps will be addressed in future releases:
What do I need to do to prepare for this change? Early October (October 5, 2020) You can enable the Teams Meeting policy to have meeting recordings saved to OneDrive and SharePoint instead of Microsoft Stream (Classic). End of October (October 31, 2020) Meeting recordings in OneDrive and SharePoint will have support for English captions via the Teams transcription feature. Early to mid-November (rolling out between November 1 -15 , 2020) All new Teams meeting recordings will be saved to OneDrive and SharePoint unless you delay this change by modifying your organisation’s Teams Meeting policies and explicitly setting them to “Stream” Q1 2021 No new meeting recordings can be saved to Microsoft Stream (Classic). All customers will automatically have meeting recordings saved to OneDrive and SharePoint even if they’ve changed their Teams meeting policies to "Stream” More great features coming to Microsoft Lists MC222586 Category SharePoint Lists What is this all about? If you have read our previous Insights, then you will know that there has been a number of long awaited investments from Microsoft in enhancing the capabilities and use of SharePoint Lists. This latest set of enhancements adds more out-of-the-box formatting capabilities. So time to get formatting and bring your SharePoint lists to life. How does this affect me? The features apply to lists and libraries, both in and out of Quick Edit mode. What do I need to do to prepare for this change? Nothing, this change is rolling out during October and should be completed by early November. Create SharePoint Lists from pre-defined templates MC222600 Category SharePoint Lists What is this all about? List creation from SharePoint sites will get a visual refresh and you will get the additional capability to create lists from eight built-in templates. These updates are already part of the Microsoft Lists app and Lists in Teams rollouts and Microsoft are bringing the same goodness to SharePoint sites too. How does this affect me? Two changes are part of this feature rollout.
When will this happen? This change is rolling out now and should be completed by the end of October. Teams meetings, end of meeting notification MC222346 Category Teams What is this all about? When you are in a Teams meeting, you will soon receive an alert when there are five minutes remaining in a scheduled meeting. How does this affect me? Once available in your tenant, Teams will alert you and other meeting participants when there are five minutes remaining during any scheduled private or channel meeting. The notification will appear on screen for 10 seconds and disappear without any user action. When will this happen? This change is rolling out now. Microsoft Forms introduces a responder progress bar MC221880 Category Forms What is this all about? If you use Microsoft Forms to send your staff quizzes, then you now have the option to show them a progress bar when you create a multi-page (multi-section) form and quiz. The progress bar improves usability by providing responders with a visual indicator of their status within the survey, e.g. "Page 1 of 3". How does this affect me? This feature is off by default on new forms and quizzes. However as a Form owner you can choose to enable / disable this optional setting. When will this happen? This change is rolling out now. Introducing shift conflict alerts in Microsoft Teams Shifts app MC221471 Category Teams Shifts What is this all about? If you use Microsoft Shifts, then soon you will see a new feature which will alert managers of scheduling conflicts. How does this affect me? If you are a manager that use shifts to manage the allocation of your staff, then today you must manually cross-check each shift to make sure the schedule is conflict-free. With Shifts schedule assistance, you will see an alert icon when there are conflicts anywhere in the schedule. You will also see conflict warnings when reviewing schedule change requests. This feature will save you time and reduce inaccuracies that can lead to employees not showing up for their shift. When will this happen? This change is rolling out mid-October and should be completed by end of November. Obtain more information about meeting participants in Teams MC221432 Category Teams What is this all about? Since June you have been able to view a report listing the participants in your Teams meetings including join and leave times. This enhancement will provide improved functionality including additional participant data in the report. How does this affect me? There are two areas of improvement: Download point changed from roster view As a Teams meeting organiser, you can download the Attendance Report from the meeting chat once the meeting is over. Only the meeting organiser will see the Attendance Report. The recording, transcript and participant list will be grouped together in chat if the meeting is recorded. Otherwise, only the participant list will be available in chat. New participant data The report will now include these data points: duration, email address, meeting start time, and meeting title. When will this happen? This change will be available in mid-October. New ability to print a blank Microsoft Form MC221300 Category Forms What is this all about? One of the great limitations of Microsoft Forms has been the ability to print a blank form. Either to keep the print as an audit trail or to provide it to people who do not have electronic access and need to complete the form manually. With this update, a Forms owner will be able to print a blank form for any respondent who is unable to complete the form online. How does this affect me? As a Forms owner, you can print any form or quiz on paper or as a PDF if you choose PDF printer using the browser print dialog. You can then distribute the printed version as needed. Perhaps you need to administer the form in an area with no computers / internet or to a student who can't use a computer for some reason. When will this happen? By the time you read this Insight, the change should be available in your environment. Calendar view on Microsoft Lists and SharePoint Lists MC222826 Category SharePoint Lists What is this all about? One great feature that was lost during the SharePoint refresh to the modern look and feel was the ability to easily view list data as a calendar. Yes, you could use the classic calendar feature but this was not supported in SharePoint modern and therefore somewhat hidden and difficult to find. This enhancement will enable you to finally view list content in a modern calendar view. How does this affect me? The SharePoint "view" list has a new new option, Create new view, which gives users the option to view as a list or as a calendar. When will this happen? This new feature will be available during October. Add an Organisation web part to a SharePoint modern page MC223018 Category SharePoint What is this all about? Microsoft is introducing a SharePoint web part that allows you, as a page author, to generate an organisation chart centred on an individual. How does this affect me? When creating or editing a SharePoint page, the new Organisation web part can be accessed in the web part toolbox when a page is in edit mode. You will be able to determine how many levels of the hierarchy to display. For this to work correctly, it will require you or your Administrator to correctly define your organisation in M365 Active Directory. When will this happen? This new web part is rolling out now and will be available by the end of October. Author: SO365 Insights This month there are some great new features being introduced across Microsoft 365 to help make your life easier and your time more productive. We've highlighted a few of the new features in SharePoint, such as dynamically linking webparts, the new "sticky column" in the Quick Edit view, and the new ability to easily share lists and list items. There are also new features in Forms, Teams and OneDrive, and a new and easier way to use Planner templates. We should also mention the ability to now use your own backgrounds in Teams meetings (although we think you may have discovered this feature yourself and are already using it to its full potential in your video calls). Suggested replies in the Teams mobile app MC215163 Category Teams What is this all about? If you use the Teams app on your mobile, then you will soon have the ability to quickly tap a suggested reply when someone posts a chat or message to you to save having to open the keyboard and type a reply. How does this affect me? When suggested replies are available in your tenant, you will be able to quickly reply to a given message by tapping on a suggested reply that Teams has generated based on the context of the message. What do I need to do to prepare for this change? Nothing, this feature is rolling out during July. Force all of your meetings to default to Online Teams meetings MC213856 Category Outlook Teams What is this all about? If you use Outlook on the web you will soon be able to configure Outlook to setup all your meetings as "online meetings" if you use Teams as your online meeting provider. How does this affect me? When this feature is enabled, you can update your Outlook settings so all meetings created through Outlook on the web and Outlook for iOS and Android will be created as online meetings and will contain the appropriate Teams information for joining the meeting. This feature is not compatible with third-party online meeting providers.
What do I need to do to prepare for this change? When available in July, you should go to Outlook on the Web settings and decide on the best default experience for you. See the last option in the image below. Help employees find information by adding bookmarks to Search MC216108 What is this all about? A neat feature of the search engine in Microsoft 365 which is rolling out now, is the ability for you to define bookmarks to key internal / external resources or information. Yes you can use a Quick Links webpart or add items to the Quick Launch menu of a site, and this is fine if the bookmark is localised to a site, but if you need employees to easily find company wide resources no matter where they are, then take a look at adding bookmarks to the internal search engine. How does this affect me? We are all now conditioned to using Search in our day-to-day lives to find information. Yet within our companies we still try and build hierarchical fixed navigation menus and links to "help employees" find things. Navigation is fine to move around your intranet, but if I just need to know where to find a specific company policy, or even the answer to a policy question, then Search would be more effective. For example, a lot of firms have policies for implementing the "Bribery Act" and this maybe through a document called the "Gifts and Benefits Policy". Now I know the policy exists, but cannot remember if it is in the Compliance site or the General Policies site or somewhere else. However, if the link to the policy was defined as a bookmark with key words such as "Gifts, Benefits, Bribery, Policy" etc., then I could just use search and click on the bookmark that is returned to open the policy or be navigated to the page where I can find it. You could use bookmarks for external resources that employees access such as an HR platform. Microsoft search also has many other capabilities for you to customise to make life easier for everyone. What do I need to do to prepare for this change? This change is rolling out now and will be completed by the end of July. If you want to make use of this feature then you will need to be a search administrator. More from Microsoft https://docs.microsoft.com/en-gb/microsoftsearch/manage-bookmarks Auto Digest Email for company news and posts MC215356 Category SharePoint What is this all about? SharePoint provides a simple and effective means to curate and post easily digestible company news to keep everyone informed, especially relevant when a large number of staff are working remotely and far more effective than large wordy emails. However, until now the effectiveness of the news posts relied on staff looking at the news either through the browser or the SharePoint mobile app or someone deciding to manually send a "News Digest" email. This new feature now enables your firm to send automated News Digests via email to notify staff of the recent news posts that they have not read. Using Office 365 intelligence, a curated selection of News posts are shared with staff through an email that comes from SharePoint. This is a great way for staff to catch up on News that they may have otherwise missed. Only published news posts are sent in the digest, and staff will have access to all the news posts that they are sent, so rest assured that staff won't see news that they don't have permission to see. If staff want to opt-out of receiving the Auto-News Digest, they can click the unsubscribe button at the bottom of the email. How does this affect me? You will start to receive a weekly mail from SharePoint Online containing news that you have not yet read based on sites that you are following. If you are not happy with the emails, you can unsubscribe from the email by clicking on the unsubscribe link at the bottom of the email. Navigation is fine to move around your intranet, but if I just need to know where to find a specific company policy, or even the answer to a policy question, then Search would be more effective. For example, a lot of firms have policies for implementing the "Bribery Act" and this maybe through a document called the "Gifts and Benefits Policy". Now I know the policy exists, but cannot remember if it is in the Compliance site or the General Policies site or somewhere else. However, if the link to the policy was defined as a bookmark with key words such as "Gifts, Benefits, Bribery, Policy" etc., then I could just use search and click on the bookmark that is returned to open the policy or be navigated to the page where I can find it. You could use bookmarks for external resources that employees access such as an HR platform. Microsoft search also has many other capabilities for you to customise to make life easier for everyone. What do I need to do to prepare for this change? This change is rolling out now and will be completed by the end of July. If you want to make use of this feature then you will need to be a search administrator. What do I need to do to prepare for this change? This change is rolling out now and will be completed by end July / early August. To benefit from this, you need to follow the sites from which you are interested in receiving news. Custom background in Microsoft Teams make video meetings more fun, comfortable and personal Category Teams What is this all about? When you join a Teams meeting by video, you can choose to use a background so other meeting participants cannot see the room or location you are in. The available backgrounds are set by Microsoft. Now, you will be able to upload your own custom background and use that. How does this affect me? You can now decide to upload your own background or select from an online collection that Microsoft has provided. Check out the link below for more information. What do I need to do to prepare for this change? This change is rolling out now. You might want to consider if this feature should be enabled for all participants or to control the use of custom backgrounds vs those supplied, or to turn off the capability altogether. Background effects can be controlled via the Teams admin centre. More from Microsoft https://www.microsoft.com/en-us/microsoft-365/blog/2020/06/12/custom-backgrounds-microsoft-teams-video-meetings-fun-comfortable-personal/ New Employee Survey Microsoft Forms template Category Forms Teams What is this all about? Microsoft Forms is a powerful tool for quickly creating internal and external surveys that can be accessed via Teams, SharePoint or just a link. During this time many companies are working remotely and need to collect information from their employee base while planning for their eventual return to the office. Microsoft has received feedback that Teams users are looking for an app that enables them to push "employee pulse" surveys to their employees on a regular basis. Based on this feedback, Microsoft have designed several templates for common scenarios to help teams create and share surveys in their Teams channels. How does this affect me? When the new templates are available, you will be able to customise them to your needs and make then available to your teams. A nice new feature is that you will be able to set an automated recurrence so that the "employee pulse" surveys can be automatically issued on a set recurring frequency. The three templates that will be available for you to use are:
What do I need to do to prepare for this change? Microsoft is rolling this change out to all customers during July. When available decide if these are useful to your business and if needed, customise the out-of-the-box forms. More from Microsoft https://techcommunity.microsoft.com/t5/microsoft-forms-blog/what-s-new-in-microsoft-forms-integrations-may-june-2020/ba-p/1472356 Upload even larger files to OneDrive and SharePoint MC217136 Category OneDrive SharePoint What is this all about? Currently the maximum file size you can upload to OneDrive and SharePoint is 15GB. Yes this is a large file, but for some companies, such as those in the media or graphic design sector, this limit could create issues which prevented the full adoption of Microsoft 365. How does this affect me? Microsoft is increasing the Max File Size from 15GB to 100GB for a single file. This change applies to OneDrive for Business and SharePoint Online. For best performance, Microsoft recommend uploading very large files using the OneDrive Desktop sync client. What do I need to do to prepare for this change? You will no longer receive errors when trying to upload a file larger than 15GB, but less than 100GB. This will enable productivity, storage, and protection on large files in your organisation. This change is rolling out now. More from Microsoft https://support.microsoft.com/en-us/office/invalid-file-names-and-file-types-in-onedrive-and-sharepoint-64883a5d-228e-48f5-b3d2-eb39e07630fa?ui New capabilities to share SharePoint lists and individual list items MC217146 Category SharePoint What is this all about? Microsoft is currently making a number of significant changes (which we've previously highlighted in this series) to make SharePoint lists more useful to organisations. However, whereas it is now very easy and consistent to share documents, sharing lists or individual list items was either complicated or not supported. Microsoft is now addressing the sharing of lists and list items to make it a consistent experience. How does this affect me? This update brings the same "document" Grant Access experience to modern Lists. You will now see a Share command when viewing a list, even when you don’t have any list item selected. The Share button for a list will open the Grant Access dialog. Site owners will be able to grant other users access to the list and are able to specify whether to give View-only, Edit, or Full Control permissions to the list. Other users (e.g. site members and visitors) cannot directly grant other users access to the list, but they can use the dialog to send an approval request to site owners if the site is set up to allow access requests (enabled by default). If the site does not allow access requests then non-owners will get a message letting them know they do not have permissions to share. This update also brings sharing links to list items. When you select a list item and click Share, you will see the same Send Link sharing dialog that exists today but new options will be available. Specifically, the “People in your organisation with the link” and “Anyone with the link” options will be available based on the policy that your organisation has configured. All of the sharing policies you’ve configured for documents and files will apply to list items. For example, if you have set “People in your organisation with the link” as the default link type then that will also apply to list items. Similarly, if you’ve disabled or restricted Anyone links then those will also be disabled or restricted when users are sharing list items. What do I need to do to prepare for this change? This change is rolling out now. You should review the current sharing options in your SharePoint sites that contain lists, and decide on the list and document sharing capability that you as a site owner, want to give to other members and visitors to your site. You might consider updating your user documentation and training materials. More from Microsoft https://support.microsoft.com/en-gb/office/share-lists-and-list-items-in-sharepoint-3af7efa5-c7fd-4239-b704-7dc3a3f8e508?ui=en-us&rs=en-gb&ad=gb Microsoft Teams - improvements in meetings experience for Mac users MC216823 Category Teams What is this all about? Participants joining your Teams meeting via the Safari browser on a Mac had a different experience to those using Chrome or Edge. Mainly the ability to use audio conferencing capabilities via the browser was disabled forcing them to join audio via a telephone or download and install Chrome. Microsoft are releasing improvements to the browser-based meetings experience for those who join Teams meetings with Safari browsers on Mac. How does this affect me? As a Mac user, you will no longer be required to use Audio Conferencing to dial into the meeting for audio needs, but rather, can use your Mac device to speak and listen. As already supported, you can continue to view meeting content being shared in their browser. What do I need to do to prepare for this change? The change is rolling out now. If you are a Mac user then you will benefit from the new Safari capabilities when joining other Teams meetings. If you host Teams meetings and your participants use a Mac, then the experience for them will be more seamless and they will no longer need to join the audio via a seperate conference number. Copy Planners between Teams and Groups Category Planner Teams What is this all about? If you use Microsoft Planner then sometimes you want to have a template plan that you can use in new Teams. Maybe a default project plan that should be used for all new clients. Although this capability exists, it was extremely inflexible in how you could use the feature. With this change, Microsoft is making it much easier to copy and re-use existing plans. How does this affect me? Consider if you would benefit from creating a template Plan or whether you need to copy a plan that has been previously created and then use the copy as the basis of a new plan in your Team. You might even want to create and make available a number of different template plans that your colleagues can use. What do I need to do to prepare for this change? Nothing, this change is rolling out now. Follow the link below to find out how you can copy and re-use plans More from Microsoft https://techcommunity.microsoft.com/t5/planner-blog/expanding-the-copy-plan-and-filtering-features-based-on-your/ba-p/1483491 New task management experience available for Outlook on the Web MC217689 Category Outlook What is this all about? Microsoft will soon roll out the new tasks experience in Outlook on the web. The new tasks experience in Outlook is powered by To Do and will help you to plan better and get more done with smart lists like Important and Planned. The list sharing feature will enable you to collaborate with friends, family and colleagues. Your tasks sync across Microsoft 365 and Office 365 so you can also manage your tasks on the go, with the Microsoft To Do Android and iOS mobile applications. How does this affect me? If you use Outlook on the Web instead of the desktop version, you will be able to take advantage of the new features. With this change, Tasks will get all the collaboration and co-editing features of To Do. What do I need to do to prepare for this change? There is nothing you need to do for this update which is rolling out now and should be completed by the end of August. Link SharePoint webparts together with new Dynamic Filtering capabilities MC217382 Category SharePoint What is this all about? You can link two SharePoint list webparts together, so that when you select an item in the first webpart, the second is automatically filtered to show relevant information. This is Dynamic Filtering. How does this affect me? Dynamic Filtering will enable you to build richer user experiences without having to revert to PowerApps. For example, perhaps you want to show a list of projects on the home page of your project site and when the use selects a project they see a filtered list of tasks for that project. What do I need to do to prepare for this change? Nothing, Dynamic Filtering is rolling out now and should be completed by the end of July. More from Microsoft https://support.microsoft.com/en-us/office/dynamic-list-filtering-eed5f92e-1716-45d5-9a94-59decb930e42 SharePoint lists and libraries - sticky column in Quick Edit MC217379 Category SharePoint What is this all about? As you scroll horizontally across a list or document library in Quick Edit, the far left column will soon remain in place just like it does in Excel. How does this affect me? This interface change will make it easier for you to navigate and edit very wide lists. What do I need to do to prepare for this change? Nothing, this change is rolling out now and should be completed by the end of September. Add shortcuts to shared folders in your OneDrive MC217339 Category OneDrive What is this all about? You will soon be able to add shortcuts to shared folders in OneDrive and SharePoint shared libraries, and access those shortcuts from your OneDrive. How does this affect me? You will be able to add a shortcut to any folders or libraries shared with you from OneDrive or from SharePoint. After you add a shortcut, it will appear in your OneDrive as a folder with a link icon at the OneDrive root. Owner information will be visible in the Sharing column to differentiate it from your own content. You will be able to access these shortcuts in OneDrive on the web, the OneDrive sync app, the OneDrive Android app, and Microsoft Teams. Support for additional products, such as the OneDrive iOS app, will be available in the next few months. When syncing OneDrive, these shortcuts will automatically appear in OneDrive across all devices. These shortcuts will respect all policy, compliance, and permission settings from the source. If you lose access to a shortcut, you will see an “Access Denied” error when you next navigate into that shortcut and will be prompted to remove it. What do I need to do to prepare for this change? Nothing, this feature is rolling out shortly. More from Microsoft https://support.microsoft.com/en-gb/office/add-shortcuts-to-shared-folders-in-onedrive-for-work-or-school-d66b1347-99b7-4470-9360-ffc048d35a33?ui=en-US&rs=en-GB&ad=GB Author: SO365 Insights |
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