SharePoint Roadmap Pitstop Oct 2020 – Mark Kashman
Extend SPFx solution testability – Marcin Wojciechowski
GA Microsoft To Do API in Microsoft Graph – Microsoft 365 Dev team
What’s new in Microsoft Teams? – Oct 2020
Hello and welcome all to series “Last week in Microsoft 365”, this is the fourth video in this series in and we have 5 topics to be highlighted this week which I liked.
1. First one is something which really inspired me when I saw this post from Matt-Collins about his 366 days video streak on YouTube and me being a new YouTuber it was great to see someone else success in this area so a big shout put to Matt-Collins of putting this through so do visit his YouTube page and check awesome videos. You can also follow him on Twitter, his videos is mostly about Dynamics 365 and Power Platform
2. Second topic is SharePoint Roadmap pitstop Oct 2020 from Mark Kashman, since the last week also was month end which means we have bunch of Roadmap Pitstops. In this you also have Podcast where Mark talks to Harsh about new file sharing experience in teams channels, chats and also some other bunch of updates
3. So the third one is which I saw on Twitter from Marcin where he has created a test sample projects for SP Developers which means how to create stubs to test out your app or web part like an example he has given to simulate Mock Order and Mock User provider, so have a look, I think this has good use case for testing.
4. The fourth one is General Availability of To Do API In Microsoft Graph API which is a great news as I believe lot of people might have been waiting for this, it’s a bunch of CRUD operations on Tasks list and linked resources
Finally on 28th July 2020 Microsoft Lists have arrived in our tenants (10% targeted release), here is the icon and just click on it to access the Lists page.
What are the ways to create lists?
You can create a blank list as we use to do like custom list in SharePoint.
You can start with an existing excel which means that if you have excel you can use that create a list with same set of columns etc
You can pick any one of the templates to create a list.
You can also use an existing list of create a list which means you don’t have to start from scratch and any existing list can be used as template.
We will have a look at all these one by one but first let’s discuss templates.
What are the templates available and their usages?
Issue Tracker: This to track issues, similar template is available in SharePoint as well, look at the video below how to create and what are the columns etc. You will notice that the interface is same as SharePoint Lists and also settings page is same so the learning curve is pretty small.
2. Employee OnBoarding Template: Look at the video to understand what columns it has, this can be used for onboarding new employees or onboarding emoloyee transfers from one location to another or department
3. Event Itinerary template demo: A lists to track series of events such as who is the speaker, location, number of people allowed etc, look at the video for more details
4. Asset Manager Template: This template can be used to manage assets if new assets needs to be assigned, transferred or an inventory of existing assets. All required columns like Serial number, manufacturer etc are already available, look at the video for more details
5. Recruitment Tracker: This template can be used to track recruitment candidates, has all options to store candidate information, who is the requester, for what role etc., look at the video to understand more.
6. Travel Request Tracker: This can be used to track travel requests, it has all the columns you need, workflow of course can be created using Power Automate, good use of the “Location” column as users can enter location where they are travelling so you don’t need to maintain a list, flight cost, hotel cost etc, look at the video for details
7. Work Progress Tracker: This template can be handy if you are managing a team or you are tracking different tasks, this template has all the columns you need such categorization, priority, start date , end date etc, look at the video for more details
8. Content Scheduler: This template can be used to track launch of content in your organization, it has all the columns you need such as Content type, author, publish date, content link etc, view the video to get more details
Create a blank list: Use the same steps as before just use the option, blank list, it is more like a custom list we have in SharePoint and we can create columns as we wish. View the video for more details.
As you can see the experience is very similar as before and we have both modern way of creating ways also classic experience available with us, if you want to use metadata type it is also available.
Create a List using an existing list: Use the same options as before just use the option existing list and you will be able to create a list out of an existing list. Benefit of this is that whatever customization with respect to columns, formatting and views you have done will be copied over. View the video for more details.
Create a List using an excel: If you have data in existing excel and you would like to turn it into Microsoft Lists then it can be easily done, view the video below.
Some points before you do this:
There is a limit of number of rows for which data can be uploaded
Your excel sheet needs to have data in “Table” format else it will not work and will give a message for the same.
You can select multiple type of column type while uploading such as Single text, Multi text, Choice , Date time, Number , Currency depending on what data resides in the column or you can select not to upload data
When you upload the excel it will be first uploaded to OneDrive and then list will be created, later it can be found in OneDrive.
You have the ability to upload an excel from OneDrive as well.
I also encountered an issue while uploading, I was not abe to save List under “My Lists” as it gave me this error “The Site does now allow Site Designs” so I had to share it in one of the SharePoint sites and then it worked.
Your data along with columns will also be uploaded.
What happens when you create a list and how to create under SharePoint Site ?
If you will notice the List URL you will understand that the List App is actually running from your SharePoint My Site as we have our “OneDrive” running, a sample URL below so I believe all Lists are being created under your My Site. Check below URLs and you will understand. Anyhow our my sites are nothing but a SharePoint site so it makes sense to utilize them.
You have the ability to save list under a SharePoint site when you create a list, instead of My Lists select SharePoint Site this will create the List under SharePoint site, a link will be added in menu automatically and also you can find under the Site Contents.
Create a List from existing SharePoint List: Yes this is true you can create Microsoft Lists using existing SharePoint List, check the below video for details. Basically you will have to use “From existing list” option and you can select SharePoint sites and it will show compatible Lists whuch can be used.
How to create a Rule in Microsoft Lists: Rule is a great idea introduced by Microsoft which works similar to List formatting but has much more, check the video below in which I highlight a column and also add an exclaimation icon based on specific condition and that too only via few clicks.
How to access Microsoft Lists via PowerShell?
You can access Microsoft Lists just like any other list and I hope all kind of commands work, check below the screenshot to believe it
Sharing options in Microsoft Lists: When you create Microsoft Lists under My Lists it is accessible only by you so if you want to share with others you need to share with other persons. When you create under a SharePoint site then it will be accessible by SharePoint site users as well.
You can also share individual items as well.
Integration options: This is a big topic so I just want to say few lines as it has all the abilities for extending the functionality using Microsoft Graph, Power Automate, PowerApps
How to access normal SharePoint List in Microsoft Lists way:
If you want to see the new Microsoft Lists experience in any modern SharePoint list, go to the URL and append this query string after AllItems.aspx like this. AllItems.aspx?env=WebViewList
Credit goes to this tweet:
If you want to see the new Microsoft Lists experience in any modern @SharePoint list, go to the URL and append this query string after AllItems.aspx
Summary: This is a great decision from Microsoft to introduce Lists as a standalone App, it will provide a great value. It has huge capabilities which I have not been able to cover all things but I will do this in subsequent blogs.
A comprehensive solution showcasing packaging, solution deployment, provisioning and SPFx web parts to inspire and guide developers, business users and SharePoint Admins to create solutions on similar lines.
Why you should have a look at this?
This has been created by best people in this field (SharePoint, Microsoft 365) which means that code, design and relevance of the web parts are extremely good, all the web parts can be used in your tenant as is. You can learn and create your own ways to
Coding guidelines, standards
Build modern portals
How to get started?
If you want to install everything at one shot the steps are simple. I suggest to have a look first install it on development tenant and not the Production tenant, as it will upload lot of SPFx solutions and make changes so best is that you review it in a developer tenant. Based on your understanding you can plan to deploy it in Production.
Prerequisites: There are some preparation steps which you need to before you install it as follows
Account used to deploy this solution should be a tenant administrator
Works with English tenants, all solutions are in English
Connect-PnPOnline -Url https://tenant-admin.sharepoint.com/ -PnPO365ManagementShell , this will open a window in browser for device login in which you should enter a code specified, make it is succcessful.
Till then you can deploy individual apps in SharePoint 2019 farm and use the apps. Following apps will work in SharePoint 2019 as well
To deploy the apps you can copy the package from source code you downloaded before from this location “sp-starter-kit-master\source\<<solution-name>>\sharepoint\solution” and upload it to App Catalog of your farm.
There is no need to build the solution and can be directly deployed but in case you face issues you can build it using
gulp bundle --ship
gulp package-solution --ship
Once deployed you can add it on a page, in this case I am showing Tiles app.
This based on my experience with a customer I have worked with for many years.
I would like to create “Product Catalog” to display 3D images for the product and display relevant documents related to the Product.
To set some context: Large product / euiqpment manufacturing comapanies such as mining, construction or vechiles upload there marketing material for sales people to be accessed internally and share externally for sales pitch when needed on portal sites.
In general in these portal sites you will find images of the product and documents related to it in OOB user interface or custom user interface.
Companies also have product 3D images but they don’t show on intranet as SharePoint Spaces was not available so not so practical I would say.
Now we have set the context let’s check how easy is to use SharePoint Spaces.
First of all you need a SharePoint Site preferably a Communication site as it will give you more space in screen to create SharePoint Spaces.
Spaces is not available automatically and feature needs to be enabled in “Manage Site Features” called “Spaces”.
Once you have enabled it you will see below option in “New”
Select a structure , input a name to create a Space Design page which will look like below depending on which structure you have selected
Click on “+” to add 360 degree image, video etc shown as below
I will be adding a two Product groups like Trucks and Cars, which will take user to two different Spaces page which will contain different Trucks and Cars, you can imagine this as Product group and when you click you go to different Products available under that group.
I will add a 3D Object with Podium , please check below screen shots
The properties which I have used are “Podium”, “Link to another space” , “Alternate text” and “Description”.
The “Link to another space or link” is great option as you can hierarchy and structure around Spaces.
I will be adding another Space which display multiple Products and then each product will also link to another Space which will have a Document Library attached
This will complete our Product Catalog so it works like this Product Group –> Products –> Document Library (Space)
Now let’s see the whole set up in action
During the process of creating this I found some improvement areas or issues
If you have only folders in a document library then the SharePoint Spaces cannot load it
If you want to connect a object to a folder in library you have to use a “Link” option and the link to Folder will not be recognized which you get from “Copy Link” option so you have to construct on your own which will also be not recognized but it will work
If you have done connections using SharePoint Spaces then the page does not reload but Space area reloads which is good but it will be good to have some kind of hirearchy navigation which can help in contructing structures
Another thing I would like to add is that it works in Microsoft Teams as well
I think SharePoint Space has lot of practical usage you just need to think in different way and visualize.
Let me know what you think and what pratical usages to you can see.
You must have booked an online appointment on sites for small businesses or salon or some kind of services but did you know that there is an service provided by Microsoft 365 as well for these kind of bookings. Although it has been around since 2016 it was made available for all E3 and E5 licenses recently.
I must say that Bookings App / service is very easy and intuitive to use, let’s have a quick walkthrough first and then we can look into some scenarios where it can be useful.
Booking page: Page is configurable in all aspects such as how booking page can be accessed, some text about data usage and control, scheduling policy, how to notify users, color theme of page. Check a screenshot below
Customers: You can add customers or import them as well
Staff: You can add staff and their availability schedule
Services: You can add what kind of services you provide
Business information: You can add more than one Business
You can create booking page which can be only accessed internally in organization
Customize email notifications
You can share booking socially and you can also disable the option if you want
Reports: You can download data upto 120 days
Booking is also available as an App in Microsoft Teams which makes it easy to use for organizations
Overall very rich functionalities and will meet your needs. Ability to access data via Graph API enables lot of possibilities.
In general Microsoft 365 Bookings can be used by enterprise, small companies, shops to enable bookings in their public facing sites but apart from this it can be used internally by enterprises for various purposes.
Appointments for Service Desk kiosks
Appointments with HR for queries
Appointments with finance for resolutions
This was a quick walkthrough of Bookings in Microsoft 365.
If you want to try out Bookings I have created a demo which you can utilize
Microsoft Build 2020 came up with lot of exciting announcements but the most interesting one was Lists as individual app in Microsoft 365.
Lists has been around for many years as part of SharePoint platform , I remember explaining my end users Lists is something like an excel rows or table in database in SharePoint 2010 days and to be frank not a lot has been changed, we have not seen huge improvements except some more templates being introduced. We got conditional formatting recently in SharePoint online, of course you can do more these days due to introduction of Power Platform (Power Apps and Automate).
This is reason I term this annoucement as interesting one as it takes the Lists to another level and put it on same level as other standalone apps.
So let’s look what all we get in Microsoft 365 Lists
It can be accessed as a standalone app from waffle of Micorosft 365
Various default predefined templates such as issue tracker, asset tracking, blank , contacts, inventory, events, onboarding etc are available
Lists has its own home page
Available as mobile app
Can be added to Microsoft Teams as an App or tab
Can have conversation around Lists in Microsoft Teams or can have conversation around each item in a Microsoft Lists
Lists will have views calendar, grid, custom, cards etc
Conditional formatting is available in Lists
Rules: You can set rules to show hide columns based on differen rules, it’s like light weight customizing forms, for definition read below statement
Building rules is as easy as writing a sentence. Once you decide on the outcome, click-fill if/then steps to design your rules. Choose people, status, and value changes to send notifications or programmatically update values elsewhere in the list. Finally, use rules to set reminders to keep everyone informed.
Lists can be shared with users so you can manage permissions and you can be owner of lists
You can boomark Lists using the favorites feature
Can create a new list from existing excel data
Able to preview a list before it is created
You can chose an icon and a color for you lists to make distinctions between different lists
Lists can be saved as draft till you are ready to share with others
You can comment on individual list items and also mention someone
You can design your own card views
Data availability and accessibility via Graph API
As you can read it has lots of features and covers a lot of scenarios which were not possible before in SharePoint lists so let’s have a look into them
Rule based email sending capabilities, earlier we used to write workflow or event receivers or Flows
Grid or card views , earlier we used to customize using JSLink, Jquery, JS etc
Earlier a whole site has to be created even though only a list was needed
In past following requests had come to be from business users which are avaialble by default now
Save as draft before it is ready to be released
Different icons to visualize it better
Simple form customziations can be done by Rules earlier we had to inject JS in edit, new or view forms
We can clearly infer that Microsoft 365 Lists are smart, powerful and easily replace SharePoint lists so we don’t need them anymore. With ability to add this in Teams we can see it is more flexible and very well integrated in Microsoft 365.
We can also infer that a need of Teams sites in SharePoint is even less now and if you are using Microsoft Teams along with Lists probably you don’t need SharePoint team sites.
As as ending note I am really forward to this new app which will be extremely useful and I would like to move most of SharePoint list to new Microsoft 365 Lists.
One of the things in which a lot of people were interested and I also get to know was about Private Channels in Microsoft Teams. Currently we are able to create Channels but they are not private and can be accessed by all Team members.
Apparently this is the most sough after feature in Teams in User Voice. Latest information I got from two guys from Microsoft in a session about Teams was Private Channel will be available in end-October and might be available in Nov to Tenants
Interestingly the Private Channel will have it’s own SharePoint site collection and not as a folder in existing SharePoint site as it happens now. It will only have four Apps available to be used in beginning for rest of Apps you have to go to main Team.
As explained to me is that idea is to get the Private Channel usage going and then later more Apps will be made available.
Some people were concerned with new Site Collection being created for each Private Channel but this seems to be logical as we do not want permission broken folder in our library as it will be a nightmare for future and having a site collection of it’s own makes it scalable.