Dallas, Texas

All Workshops

Monday, August 8th 2022, 9:00 am

  • Scott Shearer

    Microsoft MVP and MCT
  • Wes Preston

    Microsoft MVP

WRK103 - Power Apps and Power Automate (Flow) for SharePoint Bootcamp

Power Apps and Power Automate are the successors to InfoPath and Designer Workflows for SharePoint. In this demo rich workshop, you'll spend the morning learning how to customize your SharePoint list forms with Power Apps and automate processes with Power Automate. You'll see how Power Apps can be used to make many of the customizations for which you may have used InfoPath in the past. We'll also cover how Power Automate can be used to do the same tasks for which you may be currently using Designer workflows - and much more..... Live demos will be used to illustrate the topics covered. In the afternoon, you'll have the opportunity to "take the wheel" and test out Power Apps and Power Automate for yourself. Through a series of hands-on labs, you'll gain first hand experience in customizing SharePoint list forms with Power Apps and automating business processes in SharePoint using Power Automate. Your instructors will be there to assist anytime you have questions or need some help. To participate in the hands-on portion of this workshop, attendees should bring a laptop computer. Attendees who bring tablets, even with keyboards, will likely experience difficulties in successfully completing the labs. Attend this session and say goodbye to InfoPath and SharePoint Designer workflows. Gain the skills you'll need to immediately start customizing your Office 365 SharePoint sites with Power Apps and Power Automate.

Monday, August 8th 2022, 9:00 am

  • Mark Rackley

    Microsoft MVP

WRK105 - 101 Ways to Develop for SharePoint Online and Microsoft Teams

As a developer, it is critical to understand all of the ways to customize SharePoint Online and Microsoft Teams. Often, you can develop some pretty amazing solutions without writing a line of code and sometimes you need to roll up your sleeves and open up Visual Studio Code. In this full-day workshop, developers will be introduced to some of the most common methods for customizing SharePoint Online and Microsoft Teams including: - Out of the box customizations - SPFx Web Parts and Teams Apps - Connecting to SPO using the .NET framework - PnP libraries, REST, and Microsoft Graph - Power Apps, Power Automate, and Logic Apps - Power Virtual Agents and bots - and so much more!

Monday, August 8th 2022, 9:00 am

  • Brian Alderman

    Microsoft MVP, MCT, MCSE and MCSA

WRK107 - 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, August 8th 2022, 9:00 am

  • Jason Himmelstein

    Principal Program Manager at Microsoft
  • John White

    Microsoft MVP

WRK106 - Everything You Wanted to Know About Power BI (But Were Afraid to Ask!)

Power BI is the gold standard for cloud based report delivery. It’s very approachable – you can get up and running with it in minutes, at the same time, it’s very robust, secure and extensible. As you might expect, it has many pieces and nuances, and it’s important to understand what is possible, even if you may not take immediate advantage of some features, in order to understand what to use when. Join John White (MVP) and Jason Himmelstein (MVP) for this all-day tutorial which will help to guide you through building a complete analytical solution, using all the features of Power BI. We will start from nothing, and create queries that import and integrate data from many different sources. You will also learn how to refresh data using the on-premises data gateway and the personal gateway to connect to existing on-premises data from a variety of sources. In addition, you will see an overview of the many other additional features available in Power BI. At the end of this seminar you will be ready to not only start using Power BI for your projects, but you will also understand which approach is best for different situations. Bring your questions, and we’ll do our best to answer them.

Monday, August 8th 2022, 9:00 am

  • Daniel Glenn

    Microsoft MVP
  • Vlad Catrinescu

    Microsoft MVP and MCT

WRK108 - The Ultimate Starter Kit for Microsoft 365

Join Microsoft MVPs Vlad and Daniel in this full day workshop that aims to demystify all the amazing products in Microsoft 365. You often hear about Teams, SharePoint, OneDrive, Planner, To-Do, Whiteboard, and more – but never in detail. In this workshop, we will go through the Microsoft 365 products in detail and understand where each one fits in today’s modern collaboration framework. This workshop is for you regardless if you are new to Microsoft 365, have just migrated from on-premises, or still evaluating the value Microsoft 365 could bring to your organization. Some of the topics that we will cover include: • Overview of Microsoft's cloud solutions & how collaboration changed • Introduction to the collaboration tools inside Microsoft 365 • How to get started creating your own Teams and SharePoint sites • Understanding permissions and Microsoft 365 Groups • & much more! This workshop will be your launching pad to getting the most out of Microsoft 365 inside your organization! The knowledge gained from this workshop will not only help you use the right tools at the right time but will also help you have a solid Microsoft 365 foundation to get the most out of all the other sessions at the conference!

Monday, August 8th 2022, 9:00 am

  • Paul Papanek Stork

    Microsoft MVP, MCT, MCSM and MBA

WRK104 - Dataverse for Teams: Extending Teams with Apps, Flows, and Bots

Use of Microsoft Teams has exploded for many companies during the global pandemic. For many organizations Teams has become the app that connects all their employees together. Power Platform apps, like Power Apps, Power Automate, and Power Virtual Agents, provides a low-code platform for extending that functionality. In September, 2020 Microsoft announced Dataverse for Teams. Dataverse for Teams is included in the Teams license so you can build apps, flows, and bots that make use of relational data storage, rich data types, and enterprise-grade governance without additional expense. In this workshop we'll look at how to use Dataverse in the Power Platform to extend the Teams application. By the time you leave you'll have an integrated Teams application and bot that can help your employees manage their presence as people move back into the office after the Pandemic. We'll cover the following with slides and hands-on exercises. - What does the Teams License cover - Differences between Dataverse (CDS) and Dataverse for Teams - Creating Dataverse Relational Tables - Securing Dataverse for Teams Tables - Building a Power App with Dataverse for Teams - Integrating Dataverse for Teams with a Flow - Accessing Dataverse for Teams from a Bot - Managing Dataverse for Teams Environments - Deploying Custom Apps, Bots, and Flows to additional Teams

Tuesday, August 9th 2022, 9:00 am

  • Paul Papanek Stork

    Microsoft MVP, MCT, MCSM and MBA

WRK404 - Advanced Power Apps and Power Automate: Workarounds for Common Problems

Spend any amount of time in the Power Platform forums and you will begin to see very similar questions asked over and over again. In this workshop, we will look at some of the most common issues Citizen Developers encounter when trying to develop applications and workflows in the Power Platform. We'll examine each type of problem, analyze why they occur, and provide workarounds that you can use when you encounter them. The workshop will be divided into two parts. In the first we'll concentrate on Power Apps and in the second we'll look at Power Automate. Here is a general list of the overall topics we will cover: Part One: Power Apps • Managing Delegation Warnings • Working with Dates and Times • Conditional Formatting of data • Passing Data to and Retrieving Results from a Flow Part Two: Power Automate • Using Loops and Parallel Branches • Working with Large Data Sources • Using Conditions and Switches effectively • Implementing Error Checking/Correction

Tuesday, August 9th 2022, 9:00 am

  • Treb Gatte

    Microsoft MVP, MCP, MCTS and MBA

WRK401 - Power BI Bootcamp for SharePoint Professionals

NOTE: YOU WILL NEED A COMPUTER WITH THE LATEST VERSION OF POWER BI DESKTOP INSTALLED PRIOR TO WORKSHOP TIME. THIS IS A HANDS ON BOOTCAMP. Need to create stunning dashboards from your SharePoint data? Yes you do! In this bootcamp, 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 SharePoint reporting, so that you are able to use Power BI immediately for your needs.

Tuesday, August 9th 2022, 9:00 am

  • Daniel Glenn

    Microsoft MVP
  • Vlad Catrinescu

    Microsoft MVP and MCT

WRK402 - Becoming an Expert Power User in Microsoft 365

Join Microsoft MVPs Vlad and Daniel in this full day workshop to help you take your skills to the next level. Go beyond the basics and experience tools within Microsoft 365 in a new, exciting way. If you want to gain deeper knowledge in Microsoft 365 and understand the optimal way to implement the tools, this workshop is for you. In this full day workshop, we will cover many topics, including: • Managing your Microsoft Teams • Configuring a SharePoint Online site the modern way – including dynamic content • Document management features such as Content Types and Site Columns • Creating workflows using Power Automate • Customizing Microsoft Lists • & more! After this workshop, you will have the knowledge and skills necessary to become the Microsoft 365 Champion inside the organization. Instead of simply using the Microsoft 365 products, you will be able to configure and personalize them to make your whole organization more productive.

Tuesday, August 9th 2022, 9:00 am

  • Mark Rackley

    Microsoft MVP
  • Stephanie Donahue

    Microsoft MVP and RD

WRK406 - 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.

Tuesday, August 9th 2022, 9:00 am

  • Adam Ochs

    Office 365 Advisory Services Lead Technician

WRK502 - M365 Security Workshop

The Microsoft Cloud, and Office 365 as a whole has never had a more robust, powerful security backbone than it does today. In this half day workshop, we will do a comprehensive overview, and practical demonstration of some of the most critical security features throughout the cloud. Information Rights Management, Data Loss Prevention, The Secure Score, Compliance Manager, Least Access Privileged, Cloud App Security and much more presented through the applications themselves in real time demos. If you are just starting your journey into the cloud, or have been there for some time, this is a session you do not want to miss.

Tuesday, August 9th 2022, 9:00 am

  • Susan Hanley

    Microsoft MVP

WRK403 - Introduction to Information Architecture for SharePoint Intranets

If your users can’t find what they need on your intranet, your information architecture (IA) probably needs some work! Modern, intelligent intranets need an effective and intuitive information architecture. In this session, we will introduce the key aspects of intranet IA to help you get started on your IA journey. You will take away practical tips and best practices for planning navigation across the entire intranet and on individual sites and hubs, determining your site structure, creating accessible and readable pages, and using metadata and search to create effective user experiences. We will also cover how Microsoft Viva and Viva Connections should influence your IA planning. Join this session for an overview of the resources you’ll need to architect your modern, intelligent intranet.

Tuesday, August 9th 2022, 9:00 am

  • Richard Harbridge

    Microsoft MVP

WRK505 - O365 Strategy/Success: Practical Tools & Techniques for the Strategist, Architect & Analyst

People are complex. Office 365 is complex. Add the two together and you get some of the most challenging, difficult, and stressful situations, especially if you are responsible for facilitating shared understanding between them. Join Richard Harbridge to learn about actionable techniques to improve, simplify and amplify your leadership, business analysis and information architecture efforts with Office 365. Walk away with improved confidence when dealing with business and non-technical related challenges of Office 365, and be familiarized with effective tools and techniques that make Office 365 implementations more successful. Topics will include: • Aligning with the Microsoft Roadmap • Planning & Implementing For Scale • Aligning With Industry Trends • Pro-Active Planning (Estimates, Roadmaps, Adoption, Etc.) • Visualizing & Communicating Better (Many Tips & Tricks)

Tuesday, August 9th 2022, 9:00 am

  • Nick Brattoli

    Microsoft MVP and MCT

WRK503 - Building an Employee Recognition Solution with SP, Power Apps, Power Automate and Power BI

An employee recognition app is a quick-and-easy way to create content and engagement for your SharePoint or Teams-first intranet. In this half-day workshop, join Nick Brattoli as you build an employee recognition application from scratch together using Power Apps, Power Automate, and even Power BI! You'll work through topics such as: • Planning and structuring your data • Creating an entry form • Displaying recognition awards • Adding approvals, notifications, and even printable certificates! • Using Power BI to add visual flair and statistics If you’re looking for a cool solution to build to drive user adoption or get buy-in from leadership, you don’t want to miss this!

Tuesday, August 9th 2022, 1:30 pm

  • Scott Shearer

    Microsoft MVP and MCT

WRK603 - Approvals in Power Automate

Do you have a requirement for a process to approve documents or requests of almost any type? Power Automate can meet that need! In this session, you’ll learn the various methods of doing approvals in Power Automate and when to use each method. Live demos will be used to explain each concept including escalating an approval when no action has been taken and sending reminder emails. While this session will focus on approvals for SharePoint, we'll also discuss and demo using the Power Automate approval engine with a variety of connectors such as Microsoft Forms. Attend this session and take away the knowledge you need to immediately start using Flow for Approvals.