Top 5 Tips to succeed with Modern SharePoint

Posted by: Stacy Burris on May 1,2019

Last month Stephanie Donahue, President of PAIT Group, and Dan Stoll, VP of Product Technology at Hyperfish, collaborated on a webinar where the focus was to share practical tips and first hand experiences to start your Modern SharePoint journey and get the best of both classic and modern pages.

If you missed out on the live version of this webinar,  do not worry.  We have it here for you along with answers to some of the questions asked during the live recording. 

So sit back and get ready to immerse yourself into Modern Sharepoint.

As promised here are a few answers to questions that came up in the webinar:

Q: SharePoint has a native organization chart? or is that pushed through Delve? 

<Steph> :SharePoint does not have a native organization chart, but you can see a small portion of the org chart in Delve. It will typically show you and your immediate branch on the tree (ie. direct reports, etc) 

<Dan>: In SharePoint Online, the source of truth for profile information is SharePoint Online User Profile Services.  In SharePoint on-premises, the source of truth can vary. Out of the box, SharePoint User Profile service will be the default source of truth. It's common to use Microsoft Identity Manager to route information from Active Directory to SharePoint User Profiles as well. Directing on-premises SharePoint users to SharePoint Online User Profiles in a "Hybrid" profile manner is also becoming common.   In Outlook, SharePoint, OneDrive and Microsoft Teams, clicking on an employee’s name will show their Contact Card.  The Contact Card includes details about the individual, including contact information, a bio, and email.  Selecting the “Organization” shows a pre-formatted organizational chart. This is restricted to showing a  maximum of four hierarchical levels per employee. As you click on other people, the organization view refreshes to the context of that person. This makes for speedy discovery up and down the “food chain” but prevents you from seeing a larger organizational structure. 

Q: How do we update the profiles in Azure AD?  

<Dan>: Depending on the deployment model, the most common way is that we don’t update Azure AD. We update AD On-Prem and ADConnect would update Azure AD. When you are syncing users to Azure AD their accounts are essentially read only in Azure AD, so the changes need to be made to AD On-Prem. In a Cloud only deployment we update Azure AD through the Microsoft APIs to ensure we comply with all  the security measures Microsoft have in place to ensure your Azure AD is secure. 

Q: Where should you go to update your profile? 

<Steph>: In Office 365, you can update your profile in Delve by clicking on “Me” in the left side navigation and then clicking “Update Profile”. 

<Dan>: If you are using Hyperfish,  you would add a link in the menu or the user would simply select on the link in the Hyperfish Profile webpart. The URL is  This link enforces the use of O365 credentials and will single sign of if the user has already signed in to O365. This domain can be customized to suit. More if can be found here. 

Q: What's the future of native workflows if they will be removed in favour of FLOW. How do we make FLOW components part of site template. and future cost of FLOWs. 

In Office 365, there is not an option to create a template.  Instead, you want to look at site designs. Site designs are similar to templates in that you can create consistency across sites, however they are not used to create the site, they are applied after the site has already been created. They can be used to apply a consistent set of actions. Most actions typically affect the site itself, such as setting the theme or creating lists. But a site design can also include other actions, such as recording the new site URL to a log,or sending a tweet (ie. launching a Flow to send a tweet).  

Q: SPFx creates web parts. How can PowerApps be utilized to manipulate content? 

PowerApps are a fantastic way to take your content and present it in a different format: whether it’s a browser form or a mobile app, it gives you the control to collect or display data and content in a controlled way. 

Q: Are there situations where you're recommending that clients "link" their SPO site to an O365 group? 

The easy answer to this is to extend your Modern SharePoint team site to a Group or Team if you need to create a collaboration space.  SharePoint Communication Sites will not extend to Groups or Teams and should be used as  “publishing” site.  You can learn more about this here: 

Topics: Modern SharePoint

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