Modernize Solutions with SharePoint & the Power Platform
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Modernize common HR, IT and other functional processes with SharePoint and the Power Platform (PowerApps, Flow and Power BI). - Re-think SharePoint portals - Migrate forms (static & InfoPath) to mobile apps - Leverage interactive dashboards to make data-based decisions
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Modernize Solutions with SharePoint & the Power Platform
- 1. Modernize Solutions with SharePoint & the Power Platform Jonathan Schultz BadgerPoint Solutions
- 2. Agenda What is “Modern”? Why Modernize? How to Modernize What Could Go Wrong?
- 3. Modern? • Tools, Not Sites • User Friendly Lists & Libraries • Communication Sites, not Publishing Sites • Hub Sites, not Subsites • Apps, not Forms • Teams, not Skype
- 4. Why Modernize? • Turn Static Intranets into Intelligent Workspaces • Transform Physical/Digital Forms into Mobile Apps • Actionable Approvals vs. Unmanaged Requests • Convert Monthly Reports to Dynamic Dashboards This Photo by Unknown Author is licensed under CC BY-NC
- 6. Mobile Apps
- 9. Timesheets
- 10. Request Forms
- 11. Onboarding
- 12. Planning & Design • Pilot and Expand • Release Early and Often • Subsites to Hubs • Modernization Scanner - https://docs.microsoft.com/en- us/sharepoint/dev/transform/mod ernize-scanner • Staffing…
- 13. Learning New Skills • Brook Lopez, Milwaukee Bucks • 7 feet tall • First 5 seasons – Minimal Three Point Attempts • Now – Record Setting Three Point Attempts
- 14. “SharePoint” Roles • System Engineers Need to Adapt • No Servers to Maintain • Plenty to Monitor and Configure • Developers need to Adapt • No Server-Side APIs • No Master Pages to Change • PowerShell is Important • Rise of the Citizen Developer • Use Logic, Not Code • Must understand basics (data structures, authentication, etc.)
- 15. Need Inspiration? • SharePoint Look Book - https://sharepointlookbook.azurewebsites.net/ • Power BI Samples - https://docs.microsoft.com/en-us/power- bi/sample-datasets
- 17. Modernization Mantra • It’s Good Enough • It’s Smart Enough • Doggone it, People Like it! This Photo by Unknown Author is licensed under CC BY
- 18. How to Get Started • Templates • PowerApps • Flow • Custom Solutions • PowerApps - https://github.com/SharePoint/sp- powerapps- solutions/tree/master/solutions • SPFX Web Parts - https://github.com/SharePoint/sp-dev- fx-webparts/tree/master/samples • SPFX Extensions - https://github.com/SharePoint/sp-dev- fx-extensions/tree/master/samples
- 19. Got a Classic? • Is it Safe? • Is Maintenance Adding Up? • Is it Performing?
- 20. What Could Go Wrong? This Photo by Unknown Author is licensed under CC BY-SA
- 21. “Service” Accounts • Problem • Many connectors in Flow rely on a user account to connect to different Office 365 resources, like SharePoint. • Flows are owned by user accounts and shared with other accounts. • Solutions • License a “service” account and use it to build and manage Flows. • Use multiple accounts if you need to divide into smaller sections for security.
- 22. Branding • Problem • Traditional methods of updating the master page to produce a specific look in SharePoint is no longer available. • Solutions • Use an application extension to insert CSS to the page and use CSS or SASS to find and style components (warning, some risk as Microsoft updates system). • Use the options available and wait for enhancements (mega menu, headers, footers, etc.)
- 23. Hero Web Part • Problem • Hero web part in SharePoint looks good but cannot use dynamic data sources to pull in information. • Solutions • Embrace the flexibility of the Hero web part and train people how to use it. • Build a custom SPFX web part to pull in data and format the output in a similar manner.
- 24. Calendars • Problem • There is no modern calendar web part. • Solutions • Use an Iframe to embed a classic page in a modern page. • Use the sample code from Github to build a modern web part using the FullCalendar.io framework. • Use the Events web part to display the information in a new way.
- 25. (Un)responsive Apps • Problem • PowerApps are based on a tablet or phone layout and are not responsive. • Solutions • Build two PowerApps and optimize each for the targeted device.
- 26. Search • Problem • Modern search is less configurable than previous versions of SharePoint. • Solutions • Continue to use classic SharePoint search pages. • Monitor the Office 365 roadmap for future enhancements. • Consider Microsoft Search for a Bing/Office 365 mash- up.
- 27. 3rd Party Products • Problem • Vendor states that solution works with SharePoint Online • Solutions • Clarify if solution works on modern sites • Test on modern sites
- 28. PDF Viewer • Problem • The PowerApps PDF viewer won’t display PDF documents stored in SharePoint • Solutions • Use Flow (or a custom service) to proxy the requests
- 29. “If there was a problem Yo, I'll solve it” - Robert Matthew Van Winkle
- 30. Modernization Mantra • It’s Good Enough • It’s Smart Enough • Doggone it, People Like it! This Photo by Unknown Author is licensed under CC BY
- 31. Thank You!