Chicago, IL

M365 Apps Track

Tuesday 1:30 PM - 5:00 PM · Room S105a

Back to Basics with Microsoft 365: Choosing the Right Tool, Building Smart Foundations

Joy Apple

Joy Apple

The Joy of SharePoint - Microsoft MVP & Modern Work Strategist

Michal Pisarek

Michal Pisarek

Helping organizations drive effective digital transformation and change using Office 365

Microsoft 365 offers powerful collaboration tools, but with that power comes confusion. OneDrive, SharePoint, Teams, Viva Engage… when should you use what, and how do you get started without creating long-term chaos?

This half-day workshop is designed for organizations that want to get Microsoft 365 right from the beginning - or reset the parts that quietly went off the rails. With a focus on people, work patterns, and intentional collaboration, we’ll walk through practical foundations that scale, and that Copilot can actually work with.

• OneDrive for personal productivity and controlled sharing • SharePoint for structured team and organizational content • Microsoft Teams for collaboration, communication, and meetings • Viva Engage for org-wide conversation and communities

We’ll introduce “governance-lite” principles - simple, realistic decisions around naming, sharing, structure, and ownership that prevent sprawl without slowing users down.

Finally, we’ll look at how Microsoft Copilot layers on top of Microsoft 365, where it adds real value, and why good information architecture and permissions are essential for trustworthy AI outcomes.

You’ll leave with clear guidance on when to use each workload, practical starting structures you can apply immediately, and confidence to support users without over-engineering governance.

If you want fewer “where should this live?” conversations, this workshop is your blueprint.

Wednesday 9:50 AM - 11:00 AM · Room S104a

Seeking Your Approval: Mastering Approvals in Microsoft 365

Heidi Jordan

Heidi Jordan

Manager, Modern Workplace - Avanade || Microsoft MVP

Lindsay Shelton

Lindsay Shelton

Digital Workplace Advisor | MVP, MCT | she, her

With all of the emails piling up in your inbox and Teams chats pinging left and right, it can be easy to miss that quick, "Hey, does this look good?" question from a colleague. Using Microsoft Approvals can be a great way to have a concrete, separate place to collect those approvals. In this session, Lindsay and Heidi will share: *How to build a variety of types of approvals in Power Automate *How to view those approvals in Microsoft Teams *Use cases for building processes around approvals This session will enable audience members to build their own approval solutions, whether simple and straight-forward or complex and layered. Products: Power Automate, Microsoft Teams, Microsoft Outlook

Wednesday 9:50 AM - 11:00 AM · Room S105a

TMO (Too Many Options) In M365?

Joy Apple

Joy Apple

The Joy of SharePoint - Microsoft MVP & Modern Work Strategist

Is the confusion of TMO (Too Many Options) in M365 getting to you? SharePoint, Teams, OneDrive, Viva Engage, Outlook... (Copilot?) When do we use what for communication? Collaboration? In this session Joy will break down our Microsoft 365 options and bring clarity on how the M365 tools work better together for collaboration. We'll address leveraging our "Swiss Army Knife" of applications to be better equipped when communicating with the various audiences we interact with day in and day out.

Thursday 9:00 AM - 10:10 AM · Room S102bc

5 Steps for Driving Sustainable User Adoption of Your Microsoft 365 Environment

Asif Rehmani

Asif Rehmani

CEO at VisualSP

Struggling to get users fully engaged with your Microsoft 365 and SharePoint implementations? This session is your solution.

Discover 5 proven steps that can immediately boost adoption and usage of your Microsoft 365 and SharePoint environments by up to 3X. Learn from real-world strategies used by leading organizations worldwide to maximize their investment and drive true user engagement. If you want to see tangible results, don’t miss this session.

Thursday 9:00 AM - 10:10 AM · Room S104a

Introduction to Vibing with the M365 Tools - Frontier Agents and Power Platform

Craig Jahnke

Craig Jahnke

Empowering businesses to innovate with AI and Microsoft 365

Ralph Rivas

Ralph Rivas

MS MVP Biz Apps, Collaboration Evangelist, Director and National Solutions Architect at SOGETI USA and Sogeti Labs Fellow focused on all things Cloud as well as Microsoft 365

A Quick Look at the latest Vibe coding Patterns in M365.

Thursday 9:00 AM - 10:10 AM · Room S105a

From To-Do to Done: Unlock the Power of the New Microsoft Planner

Shari Oswald

Shari Oswald

Microsoft MVP | MCT Community Lead | Productivity and O365 Adoption Expert | Technology Evangelist | SharePoint Consultant | eLearning Author | International Speaker

Ready to plan like a pro? Say goodbye to scattered tasks and juggling between apps! The new Microsoft Planner is your all-in-one mission control center for getting things done—from quick personal to-dos to complex team projects. In this high-energy session, we’ll explore the exciting evolution of Microsoft Planner as it unifies To Do, Planner, and Project for the web into one seamless experience. You’ll learn how this reimagined tool helps individuals stay focused and teams stay aligned, all while integrating beautifully across Microsoft 365 (hello, Copilot support!)

Thursday 10:40 AM - 11:50 AM · Room S102a

Microsoft 365 Common User to Guru

Karinne Bessette

Karinne Bessette

Technologist, PS @Veeam

Microsoft 365 is a powerful collaborative platform with a web of interconnecting components for everyday work life. To some, the interconnections might be obvious and a part of our daily practice to get the most out of the application suite. But to some of us, the "intuitive" nature of the platform is more allusive. This session will look at the top applications used every day, such as Outlook, Teams, OneDrive for Business, and Kiosk Access, and how to go from just using the applications to using the platform.

Thursday 4:00 PM - 5:10 PM · Room S103a

Amplifying Productivity in Microsoft 365: Practical Strategies + AI Boosts

Christian Buckley

Christian Buckley

RD+MVP | Award-Winning Product Marketer & Tech Evangelist | Host of the #CollabTalk Podcast, #ProjectFailureFiles, #GoM365gov & #M365AMA series

Shari Oswald

Shari Oswald

Microsoft MVP | MCT Community Lead | Productivity and O365 Adoption Expert | Technology Evangelist | SharePoint Consultant | eLearning Author | International Speaker

The promise of "doing more with less" often feels like a buzzword until you’re staring at a mounting inbox and a back-to-back meeting schedule. To truly move the needle, teams must look beyond basic feature sets and adopt a tactical approach to their daily workflows.

In this session, we strip away the hype to focus on six high-impact productivity scenarios that every modern team faces. These range from cross-departmental project coordination to executive briefing preparation. We don’t just show you how to use the tools; we provide a "Good, Better, Best" framework for each scenario.

We’ll demonstrate the standard M365 approach (Good), optimized manual workflows (Better), and the transformative "AI Boost" using Microsoft 365 Copilot (Best).

Participants will walk away with a toolkit of practical strategies to:

--Reduce Friction: Eliminate the "work about work" by streamlining handoffs between Teams, Planner, and SharePoint.

--Master Meeting Lifecycle: Transition from passive attendance to actionable outcomes using Copilot to bridge the gap between transcript and task.

--Draft with Velocity: Move from a blank page to a polished executive summary or project proposal in minutes, not hours.

--Analyze at Scale: Leverage AI to identify trends and anomalies in complex data sets without needing a PhD in Excel.

This is a fast-paced, demo-heavy session designed for power users, team leads, and IT pros who want to deliver immediate, tangible value to their organizations.

Friday 10:20 AM - 11:30 AM · Room S103bc

Beyond the Spreadsheet: Securing Excel & Power BI in a Modern Data World

Anna Bordioug

Anna Bordioug

Technology Consultant, Protiviti

Every day, we create and share data without realizing the risks that come with it. Whether you’re building a quick Excel file or a powerful Power BI dashboard, sensitive information can easily be exposed if it isn’t properly protected.

This session is designed for everyone from everyday creators to seasoned security professionals. We’ll start by breaking down the risks that commonly impact Excel and Power BI data in real business scenarios, and why it’s so important to secure the information that powers your work. Then, we’ll walk through practical steps to help you protect your data directly within both tools, covering everything from simple protections to more advanced safeguards.

Finally, we’ll explore the broader impact: how protecting your data improves trust, strengthens collaboration, and ensures safe and responsible use of AI. You’ll leave empowered with the knowledge to create, share, and analyze data securely.

Friday 12:30 PM - 1:40 PM · Room S105a

Lists, Loop, and Sanity: Your Survival Guide to Collaborative Chaos

Mark Kashman

Mark Kashman

Principal Microsoft 365 Consultant - Sympraxis Consulting

Information is the lifeblood of modern work, but it often feels like it’s coming from every direction at once. Projects shift, requirements change, and keeping everyone aligned can quickly slip into chaos. The result? Missed deadlines, duplicated effort, and collaboration fatigue. We’ve all been there, struggling to tame the constant flow of data and conversation.

That’s where Microsoft Lists and Microsoft Loop come in. These powerful tools are built to bring order to the madness. Join Mark Kashman, the Sage of SharePoint and Lion of Loop, as he shows you how these apps work together to help you track progress, manage details, and keep your team on the same page (literally). With real-world scenarios, interactive demos, and practical strategies, Mark will guide you through proven ways to turn scattered information into structured, actionable outcomes.

Don’t just survive the information overload, learn to thrive in it. This session is your chance to get hands-on insights from one of the community’s most trusted experts. You’ll walk away with practical tips you can apply immediately, plus fresh intel from the Microsoft roadmap. Come ready to ask questions, see solutions in action, and leave with the skills to turn collaboration chaos into progress.

Friday 1:50 PM - 3:00 PM · Room S102d

20 Microsoft 365 Productivity Tips You Need To Know

Christian Buckley

Christian Buckley

RD+MVP | Award-Winning Product Marketer & Tech Evangelist | Host of the #CollabTalk Podcast, #ProjectFailureFiles, #GoM365gov & #M365AMA series

In this engaging, informative, and rapid-fire session you will learn about 20 different Microsoft 365 productivity tips, with a focus on both personal and team productivity.

This session offers a light-hearted yet impactful exploration of practical tips and strategies to streamline your daily work. Covering many aspects of the Office and Microsoft 365 platform, attendees will walk away with actionable insights that you can immediately apply to boost your productivity.

Expect a fun, interactive experience with audience participation, where you'll walk away with two or three powerful tips that could transform how you work. Whether you’re looking to save time or improve team collaboration, this session will be packed with valuable takeaways.

Friday 1:50 PM - 3:00 PM · Room S103a

Reduce SharePoint and M365 Support Tickets by Seeing Real Time Heatmaps and Session Recordings

Asif Rehmani

Asif Rehmani

CEO at VisualSP

Stop guessing what your users need and start seeing it. While surveys only tell you what people remember, behavioral analytics show you the truth.

In this session, we will use Microsoft Clarity to see rage clicks, dead clicks, and navigation hurdles in SharePoint and M365 apps with heatmaps and session recordings. You will learn how to turn these insights into better training programs and more efficient support workflows, ultimately reducing your help desk volume and improving digital adoption.

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