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My favorite 5 Features of Microsoft Lists: A List

Microsoft Lists officially dropped in August, and now that we’ve all had some time to play around it’s a good time to create a list of our own: our favorite five (5) features or functions of Microsoft Lists.

To start, what is Lists? Didn’t SharePoint already have lists? Yes it did, but the custom list feature in SharePoint was pretty well restricted to SharePoint. You could create columns and content types and all sorts of views and pretty ways to present data and metadata and datadatadatadata, but the only ways to use that data out of SharePoint was an export, typically Excel. With Microsoft Lists you can take that same data manipulation power and use it in Teams, SharePoint, or as a standalone application. In addition, you can use Power Automate (formerly Flow) to crunch that data even better.

Before we dive in ....   We discussed this  topic in webinar form click here to check out the discussion.

Ok now lets dive in!


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Real World Lesson On The Importance of Governance in Microsoft 365

This is my face when I read about the KPMG error deleting user’s private chats in Microsoft Teams.  For those who aren't familiar with the KPMG story 145,000 of the global user personal Teams chats were deleted.

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How to Reuse a Planner Plan as a Template

You can now copy a plan to existing Groups or Teams!  Exciting Right!!!!

When showcasing how teams and organizations can use Planner in Microsoft 365, one question that comes up repeatedly is: How can I create a plan template?  Last year, Microsoft released the ability to copy an existing plan to a new Office 365 Group (now called, a Microsoft 365 Group), effectively enabling a reusable plan “template”. However, creating a new Group for each plan is not ideal for most teams and can easily create Group sprawl. 

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WFH Series: Find immediate ROI in Microsoft 365 (by replacing third party tools)

One of the first things we do when we are running a discovery session with our customers, is talk about all of the third party tools they are using. Why is that?  Well, we know our customer has just invested in Microsoft 365, and they want to make the most of their investment.  It’s time to look for all of the band-aids that all of the different departments have put into place (watch webinar on shadow IT) and look for a better, more cohesive solution. Why pay for all of those tools when you already own them in Microsoft 365?

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Free Teams licensing released from Microsoft

With the sudden surge in employees working from home, Microsoft has responded with a 6-month free trial of Microsoft 365 E1 license, which includes Microsoft Teams. New customers, Exchange Online Only customers or Office 365 Business customers can experience Teams as a hub for collaboration that brings together chat, meetings, and Microsoft 365, all in one place!

If your business is ready to upgrade your work-from-home experience, this is your chance to try it at no cost.

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WFH Series: Keeping Morale Up on Your (Newly) Remote Team

Anyone tired of work-from-home posts yet?  A lot of them talk about how to stay productive and focused, which is a great perspective for your employees. What about looking at things from a management point of view? My husband works for a really large organization with a hard core “we don’t work remote” policy and yet here we are, creating a second office and trying to hold video conference calls in different rooms at the same time thanks to COVID-19.

What’s different between him and I is that I do this all the time!  Mark and I manage a team that is spread out across the US – literally from Alaska to Long Island, from Canada to Florida and everywhere in between.  I travel a LOT and so I can set up shop just about anywhere and feel comfortable and productive. On the flip side, my husband’s team is within arm’s reach more often than not.  He looked at me across the dinner table last night and asked – How do you keep your team engaged ?

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