The ask, evaluate and audit the SharePoint Online (SPO) environment before the Microsoft 365 Copilot rollout, Microsoft's artificial intelligence (AI) assistant for the M365 apps. The top-most concern of the business leaders is whether or not their content is permissioned properly. Though, a security audit could easily help identify SPO sites with lax sharing and/ … Continue reading Microsoft 365 Copilot: Data Readiness | SharePoint Online
Author: Charles
Power Automate: SharePoint Online | Update Document Set Metadata
The ask, update the metadata of a document set using a Power Automate cloud flow. In this ask, the document sets are created when certain conditions are met in an external source system. Post-creation, that metadata is kept in sync, receiving updates as changes are made in the source system. So, creating the document set … Continue reading Power Automate: SharePoint Online | Update Document Set Metadata
Power Automate: SharePoint Online | Check If Document Set Exists
Document sets aren't new to SharePoint Online (SPO), but plenty of organizations are just discovering them as they're a great way to bundle related documents. And document sets allow organizations to group and manage these related files as a single entity, defining metadata for the entity instead of individual files. Figure 1 - SharePoint Online … Continue reading Power Automate: SharePoint Online | Check If Document Set Exists
Microsoft Dataverse: Virtual Tables [ Pros ]
Unfortunately, Microsoft Dataverse isn't a data storage consideration for many Power Platform makers because their organizations are already using other data sources like SQL Server, Salesforce, SharePoint Online (SPO), etc. These other data sources are well-supported, but Dataverse is the foundation of the Power Platform, so there is native integration for it in Power BI, … Continue reading Microsoft Dataverse: Virtual Tables [ Pros ]
Power Apps: Canvas App | Ranked Choice Voting (RCV)
This is likely to be a lengthy post because there was no ask today. I just wanted to stress test nested Power Fx With() functions a bit. My question, "Are there any performance concerns nesting With() functions?" To test this and maybe get an answer, I created a Power Apps canvas app to determine the … Continue reading Power Apps: Canvas App | Ranked Choice Voting (RCV)
SharePoint Online: Add Shortcut to OneDrive | Explained
There are essentially two content sync options in SharePoint Online (SPO). Traditional Sync, which is pretty straight-forward, and Add shortcut to OneDrive, which is a bit more confusing for some. Because the shortcut button is stand-alone and it doesn't explicitly say "sync," it does something completely different, right? Figure 1 - SharePoint Online document library … Continue reading SharePoint Online: Add Shortcut to OneDrive | Explained
SharePoint Online: Understanding | Permission Levels
SharePoint Online (SPO) permissions are similar, but a bit different than permissions typically applied to the file share. Partly because SPO is designed to be self-servicing, meaning that it could be managed by end-users, the non-IT people. Historically, the IT group was responsible for configuring all permissions for all business content. Now, the site owner, … Continue reading SharePoint Online: Understanding | Permission Levels
Power Automate: Dynamically Compose HTML Emails
Power Automate can do so much more than send emails, but even so, there are plenty of processes still relying on emails. Some processes depend on emails to report workflow success or failure, others prompt for task approvals, and a few simply provide content queried from a dataset somewhere. Figure 1 - Power Automate cloud … Continue reading Power Automate: Dynamically Compose HTML Emails
Microsoft Lists: Teamwork Management w/ Row-Level Security
Microsoft Planner and Microsoft Project are both great project management solutions. Planner easily groups task items into buckets, visualizing everything for small to mid-sized teams. Project, being a more robust tool, allows subtasks, which are perfect for bigger teams and more nuanced projects. Unfortunately, both can fall short when the client asks for super secure … Continue reading Microsoft Lists: Teamwork Management w/ Row-Level Security
Power BI: Power Query | Import PDF Tables
Power Query is Microsoft's data transformation and presentation engine. Thanks to it, services like Microsoft Power BI can focus on data visualization and let Power Query ETL the disparate data sources instead. Though, highlighting one often overlooked data source, Power Query can actually ETL data from PDFs. Similar to importing data from a CSV, select … Continue reading Power BI: Power Query | Import PDF Tables
Power Apps: Application Lifecycle Management | Housekeeping
Power Apps canvas apps are easy enough for citizen devs to build without a traditional developer's background. And they can build some pretty complex solutions. Unfortunately, as apps grow in complexity, devs rarely remember to clean up their solutions and remove unnecessary elements, especially as solutions are promoted from one environment to another. Likely the … Continue reading Power Apps: Application Lifecycle Management | Housekeeping
SharePoint Online: Document Sets | Default Folders Only
Document sets are essentially metadata-enabled folders, ideal for standardizing and bundling documents in a predefined folder structure, allowing people to manage their related assets as a single entity. Imagine HR onboarding a bunch of new hires. On their first day, HR creates a record for each person, then shares the item with the respective new … Continue reading SharePoint Online: Document Sets | Default Folders Only
Power Query: Overview
The capabilities of the Power Platform wowed many organizations. Especially Power BI and its ability to extract, transform, and load (ETL) datasets from dozens of disparate data sources. At the same time, Microsoft Dataverse, the low-code data storage offering of the Power Platform, also supports ETL of disparate data sources. Though, this isn't unique to … Continue reading Power Query: Overview
Power Platform: Application Lifecycle Management | Housekeeping
As with Power Automate housekeeping, good Power Platform solution hygiene means being intentional with design. Keep the managed and unmanaged solutions as lite as possible, and work to reduce the amount of unnecessary project assets. Larger Power Platform solutions can bundle dozens of different assets, as well as dozens of each asset type. For example, … Continue reading Power Platform: Application Lifecycle Management | Housekeeping
Power Automate: SharePoint Online | Folders to Document Sets
Nested folders are abundant in many, many SharePoint Online (SPO) tenants. Largely because a lot of organizations aren't ready to adopt a flat content architecture. Fortunately, plenty of their root directories adhere to strict folder naming conventions, so several of those root folders can be recreated as document sets. One perk of document sets is … Continue reading Power Automate: SharePoint Online | Folders to Document Sets
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