Dallas, Texas

Monday Workshops

Monday, July 26th 2021, 9:00 am

  • Daniel Glenn

    Collaboration Practice Lead @ InfoWorks, Inc., Microsoft MVP

WRK101 - Discover SharePoint & Microsoft 365 - The Ultimate Starter Kit

This one-day workshop aims to demystify SharePoint, Microsoft Teams & Microsoft/Office 365 overall. You often see and hear about them at a high-level overview but never in detail. I will go through these in detail, using some real-world applications context when possible. This will be very helpful regardless if you have migrated, planning to, or still evaluating the value it could bring. Here are some of the things that will be covered: • Figuring out how collaboration works now • How to plan your information architecture in Microsoft 365 • Differences from Classic to Modern SharePoint • Microsoft 365 Groups and the new membership model • Search Experiences to drive dynamic content • How features actually work and their limitations As well as some insights into what's coming and how it will impact you and your organization. A very valuable workshop whether you have experience with SharePoint in the past or just starting new, come see what you can do. This is your starter kit to ramp up your knowledge of what's in your cloud platform and how it can be leveraged within your organization.

Monday, July 26th 2021, 9:00 am

  • Brian Alderman

    Microsoft MVP, MCT, Author, Speaker

WRK102 - Becoming a SharePoint Online Admin Expert

SharePoint Online in Office 365 has many components and in this full day workshop we are going to learn about these different components and how to manage them so SharePoint Online is properly configured, secure, and optimized. We will discuss, explore, and roll up our sleeves and configure SharePoint Online configuration settings, create and configure site collections, configure user profile settings, create a structured taxonomy using the term store, and configure the search service to ensure your users are able to quickly find the information they need. When you leave, you’ll have all the skills necessary to configure and manage the different SharePoint Online components using both the SharePoint Online Admin Center, and PowerShell.

Monday, July 26th 2021, 9:00 am

  • Jay Leask

    Strategic Lead & Principal Solutions Engineer

WRK103 - Accelerate Office 365 Success: How to Best Plan, Manage and Control Migration Projects

Organizations today are maximizing the cloud as a business enablement platform and many are in the process of migrating to Office 365. To deliver successful Office 365 migration projects, having an effective business strategy, migration framework, and project management approach is paramount. Executive support, proper planning, realistic project team and appropriately managing expectations are crucial to ensure Office 365 migration success. Join this interactive session and learn how to best plan, manage and control Office 365 migration projects.

Monday, July 26th 2021, 9:00 am

  • William Huneycutt

    ASPE Training | Upskill Tech

WRK104 - Business Process Automation with Power Apps and Power Automate (Flow)

Learn how to get started quickly with Power Apps and Power Automate (Flow) in SharePoint Online. Discover how to use built-in connections to connect Power Apps to services such as SharePoint Online, Office 365 apps, and even SharePoint on-premise. Learn how to customize the look and feel of forms and apps to meet the needs of users and apply company branding. Also, learn how to share Power Apps with colleagues without going over budget.  • Customize SharePoint list forms with Power Apps • Create a canvas app based on a SharePoint list • Connect to data sources • Themes, branding, and layouts • Conditional formatting • Rules and data validation • Formula bar This session will also discuss how to get started with Power Automate (Flow). Learn how to take advantage of pre-built templates for creating workflows. Learn how to create custom Flows in an easy-to-use visual designer right in a web browser. Finally, we'll discuss how to manage your Flows during and after runtime. • Connectors, data sources, and gateways • Events vs triggers • SharePoint Designer actions vs Flow actions • Conditions for Flow • Workflow history • Flow connections and ownership • Licensing The future of SharePoint is exciting, and the addition of Power Apps and Power Automate (Flow) can help to address the challenges faced by today’s information workers.

Monday, July 26th 2021, 9:00 am

  • Eric Overfield

    PixelMill, RD, MVP

WRK105 - How to Design a Best-in-Class Microsoft 365 Driven Digital Workspace

With Microsoft 365 as the backbone of your digital workspace, you’re able to empower your organization with out-of-the-box functionality and unparalleled integrations with the digital tools and resources your users use most. The Office 365 productivity suite along with crucial digital workspace elements including collaboration via Microsoft Teams and communication and sharing via a modern SharePoint intranet, help you deliver a cohesive digital hub for your organization. Further, there are often additional external or other 3rd party vital tools that must be considered within a comprehensive digital workspace. Begin your journey to building an effective digital workspace using Microsoft 365 as your organization’s digital backbone. Join us as we walk through the necessary strategies for building and delivering a strategic and holistic design plan for a Microsoft 365 driven digital workspace, from project concept, to discovery, research, design, implementation, to rollout and adoption. In this workshop you will learn: • How Microsoft 365 is the backbone of your digital workspace • Practical steps to uncovering your digital workspace requirements and user needs • How to set KPIs and metrics to measure the success and ROI of your solution • How you can plan to integrate the entirety of your digital toolset • Successful patterns to evaluate integration points, what is possible, and when to consider custom integrations • Strategies for user adoption including campaigns, champion programs, and training

Monday, July 26th 2021, 9:00 am

  • Mark Rackley

    MVP, CSO at PAIT Group and SharePoint Hillbilly
  • Stephanie Donahue

    PAIT Group, Owner - MVP, RD

WRK107 - We’ve Deployed Microsoft Teams… Now What?

Every organization that uses Teams needs an effective long term strategy. Microsoft Teams is the fastest-growing Microsoft application in history! Most organizations hear this news and immediately go into risk management mode. Who’s already using Teams? Should we stop people from using Teams? Do we need to put provisioning processes in place? What do we do with all this STUFF that gets created whenever someone spins up a new Team? What about SharePoint? It’s possible that more questions arise from a successful Teams deployment than an unsuccessful one! But how should you address your deployment and long term strategy of Microsoft Teams? How does Teams fit into your overall Modern Workplace vision? Attend this full-day workshop with Microsoft MVP’s Stephanie Donahue and Mark Rackley of the PAIT Group and: • Understand how Teams fits into your overall Microsoft 365 strategy • Learn to effectively manage your Teams environment including: o Scale o Governance o Retention • Dig into options for customizing Teams to get even more out of your Teams deployment including: o bots o web parts o provisioning • Tackle how to train users on best practices and prevent secure information from being accidentally shared Microsoft Teams is here, it’s being adopted like crazy, and proper strategy and education is key to making the most of your Microsoft 365 investment.

Monday, July 26th 2021, 9:00 am

  • Paul Papanek Stork

    Don't Pa..Panic Consulting, Owner - MVP, MBA, MCSM

WRK106 - Office 365 Feature Explosion: What should you be using?

The pace of change in Office 365 continues to accelerate. Over the last few years we've seen the introduction of a multitude of new features and offerings like Teams, Groups, PowerApps, Stream, and now Forms. All these new icons in the Office 365 App Launcher provide both a promise and a challenge for organizations. Some of the new offerings appear to overlap or replace existing offerings and in some cases there are so many new icons available in the Office 365 App Launcher that many users are wondering which they should be using. In this workshop we will review each of the icons presented in the average App Launcher. We'll demo the all but the most common apps, discuss the business case for their use, and explain the administrative controls available for controlling their usage. Here is the list of offerings that will be explored: • Yammer • Groups • Teams • Delve • Sway • Planner • PowerApps/Flow • Stream • Video • Forms • ToDo • Kaizala

Monday, July 26th 2021, 9:00 am

  • Treb Gatte

    Microsoft MVP, MCP, MCTS, MBA, CEO, Marquee Insights

WRK201 - A Beginner’s Guide to Power BI for SharePoint Users

NOTE: YOU WILL NEED A COMPUTER WITH THE LATEST VERSION OF POWER BI DESKTOP INSTALLED PRIOR TO WORKSHOP TIME. THIS IS A HANDS ON WORKSHOP. Need to create stunning dashboards from your SharePoint data? Yes you do! In this workshop, we’ll show you: • How should I approach my BI need? • What things should be considered when creating dashboards? • What are the best practices? • How much is this going to cost me to license? • What security aspects should concern me? Who should take this course: If your company uses Office 365 or SharePoint 2013/2016 and you are a: • Manager • Business Analyst • Power User • SharePoint Administrator • Consultant If you work in these areas, you will see value: • Marketing • Information Technology • Finance • Sales • Social Media The class assumes no prior knowledge of Power BI and Data Concepts. What is required for this class: Install Microsoft Power BI Desktop on your laptop (recommended but not required) We'll provide an Office 365 site for you to use for exercises In this workshop you will: • Learn how to create Production Dashboards using Power BI, from SharePoint list and document library data • How to use Power BI in a multitude of situations, including ad hoc analysis and the creation of formal dashboard. • Learn the Power BI components: Power BI Desktop, PowerBI.com, Power BI mobile applications and how they can be used with Office 365 and SharePoint • Receive an introduction into the core functions of Power BI; Data extraction, loading and transformation using Power Query Formula Language (“M”) and DAX. • Receive some guidelines on how to extract Project data in fast manner. • Discover some data modeling practices that will ensure you have maximum flexibility in analysis. You'll also learn some visualization best practices to ensure you can tell your digital story effectively • Learn best practices for maintaining content with your organization This workshop provides an end to end view of Power BI for Project reporting, so that you are able to use Power BI immediately for your needs.

Monday, July 26th 2021, 9:00 am

  • Daniel Christian

    Microsoft Business Application MVP

WRK203 - Let's build a chat bot together

This beginner-level workshop gives you hands-on experience designing and developing your first Power Virtual Agent chatbot. We start off by first taking a closer look at all the features available and then build two bots, a static bot with all the data manually entered and then a dynamic bot which pulls the data using Power Automate flows. By the end of this workshop you'll have a thorough understanding how it all works and ready to build your own!

Monday, July 26th 2021, 1:30 pm

  • Treb Gatte

    Microsoft MVP, MCP, MCTS, MBA, CEO, Marquee Insights

WRK301 - Power BI for SharePoint Users Deep Dive

NOTE: The workshop assumes you have a working knowledge of Power BI and Data Concepts. This is intended as a hands on class. A PC with Power BI Desktop installed is required to get the most out of it. However, you are welcome to attend if you simply want an overview of advanced Power BI techniques. Now that you’ve attended my morning workshop and understand the basics of Power BI for SharePoint Users, we’ll go deeper into what you need to deliver professional looking reports and dashboards. This half day workshop will be spent on learning tips and techniques from the pros on delivering Power BI based apps that are easy to use and are maintainable. In this workshop users will learn: • Learn how to create Production Dashboards using Power BI, from SharePoint list and document library data • How to use Power BI in a multitude of situations, including ad hoc analysis and the creation of formal dashboard. • Learn visualization best practices to ensure you can tell your digital story effectively • Learn best practices for maintaining content with your organization Who should take this course: If your company uses Office 365 or SharePoint 2013/2016 and you are either a • Manager • Business Analyst • Power User • SharePoint Administrator • Consultant If you work in these areas, you will see value • Marketing • Information Technology • Finance • Sales • Social Media

Monday, July 26th 2021, 1:30 pm

  • Daniel Christian

    Microsoft Business Application MVP

WRK303 - Step into the Mixed Reality World

With Microsoft Power Apps Mixed Reality (MR) features already in preview and soon to be in generally available, it's not a bad idea to start getting familiar with them. Besides the fact that MR is AWESOME! And fun to play with, there are some use cases as well. Join Daniel Christian, a Microsoft MVP as he walks you through a number of MR components for canvas apps that support multiple 3D and mixed reality scenarios. These scenarios include: o View and manipulate 3D content. o Overlay 3D content and 2D images onto the feed from the camera. o Measure distance, area, and volume using your device with MR. o Identify spaces in the real world through an MR overlay.

Monday, July 26th 2021, 1:30 pm

  • Wes Preston

    TrecStone Owner/Consultant | Microsoft MVP

WRK304 - Intro to Power Apps for Teams, Microsoft Lists, and SharePoint Users

Use Power Apps to build custom business apps, forms, and flexible connections to data. As Microsoft’s successor to InfoPath, bring modern forms capabilities to dozens of data services with M365, Teams, MS Lists, and SharePoint at the top of the list. Power Apps also address business’ demand for mobile apps by creating solutions that work on a variety of devices. Come and learn what power users need to get started with Power Apps. Walk through a variety of scenarios where PowerApps extends or integrates with SharePoint and Teams. - Replace existing SharePoint forms with embedded Power Apps forms - Connect Power Apps to MS Lists and SharePoint list data - Create Power Apps from SharePoint data - Explore Power Apps capabilities and options - Discuss business solutions and approaches using Power Apps, Teams, MS Lists, SharePoint and the Microsoft stack as well as pointers on what to use when. Note: Power Apps integrates directly with Teams, MS Lists, SharePoint Online, and other cloud-based platforms and can also be used with later versions of on-premises SharePoint using gateways.