Friday, November 24, 2023

3 SharePoint Online Tips and Tricks

Three SharePoint Online tips and tricks:

1. Leverage SharePoint Search

SharePoint Online's search capabilities are extensive and can help one quickly find the information they need. Here are some tips for using SharePoint Search effectively:

  • Use natural language queries: Instead of typing in complex search terms, use natural language phrases that describe what one is looking for. Example: instead of searching for "finance budget," try "finance budget for Q3."
  • Refine search with filters: If one is getting too many results, utilize filters to narrow down a search. One can filter by site, content type, date, etc.
  • Use advanced search operators: If one needs to perform more complex searches, use advanced search operators. These operators allow one to search for specific content types, search within specific sites, etc. 

2. Create Custom Workflows

SharePoint Online's workflow capabilities allow one to automate business processes. Workflows can be utilized to approve documents, send reminders, etc. Here are some tips for creating custom workflows:

  • Use Power Automate: This is a cloud-based workflow automation tool that one can use to create workflows that connect to other Microsoft 365 services, such as Power Apps and Azure Logic Apps.
  • Use SharePoint Designer: The SharePoint Designer is a tool that one can use to create and design workflows. It's a drag-and-drop tool that makes it easy to create complex workflows.
  • Use third-party tools: There are a number of third-party tools that one can use to create custom workflows for SharePoint Online. These tools provide more features than the built-in workflow tools.

3. Utilize the SharePoint Framework (SPFx)

This is a tool that one can use to create custom web parts and extensions for SharePoint Online. SPFx web parts are modern web parts that are built using HTML, CSS, and JavaScript. SPFx extensions are extensions that add functionality to SharePoint Online, such as custom actions and custom themes. Here are some tips for using SPFx:

  • Use the SharePoint Framework Development Tools: The SharePoint Framework Development Tools are a set of tools which one can use to develop and deploy SPFx web parts and extensions.
  • Use the SharePoint Framework Community: There is a large and active community of SPFx developers that can help with development projects.
  • Use third-party SPFx tools: There are a number of third-party tools that one can utilize to develop and manage SPFx solutions.

3 SharePoint Online Governance Tips and Tricks

The following are three SharePoint Online governance tips and tricks:


1. Establish clear governance policies and procedures:

A strong foundation for effective SharePoint Online governance is needed to establish clear and comprehensive policies and procedures that outline the guidelines for content creation, management, and access. conventions, metadata usage, and versioning policies to maintain consistency and facilitate efficient content management.


2. Utilize governance tools and solutions:

Leveraging governance tools and solutions can help streamline and enhance governance processes. These tools can automate various tasks, enforce policies, and provide insights into the SharePoint environment.


3. Monitor and enforce governance policies:

Regularly monitor the SharePoint environment to ensure compliance with governance policies and identify any potential issues or deviations. Utilize reporting tools to track site creation, content usage, and permissions based changes.

Wednesday, November 22, 2023

4 Examples of SharePoint Online Action Tips and Tricks

The following are four SharePoint Online action tips and tricks:

  • Use actions to automate document approval processes.
  • Use actions to send notifications when tasks are assigned or completed.
  • Use actions to create and update list items based on events.
  • Use actions to integrate SharePoint with other applications.

Sunday, November 19, 2023

8 Tips and Tricks for Using SharePoint Online Actions Effectively

The following are eight tips and tricks for using SharePoint Online actions effectively:

  1. Identify opportunities for automation: Look for tasks that are repetitive, time-consuming, or error-prone. Such aspects are good for automation using SharePoint Online actions.
  2. Start with simple actions: Begin by creating simple actions that automate basic tasks. As needed, you can create more complex actions.
  3. Use triggers to initiate actions: Triggers are events that cause actions to run. For example, create an action that automatically sends an email to a manager when a new document is added to a library.
  4. Use conditions to control action execution: Conditions allow one to specify when an action should run. For example, create an action that only approves documents that have been reviewed by two or more people.
  5. Use multiple actions in a workflow: Workflows are a series of actions that are executed in sequence. One can use workflows to automate more complex processes.
  6. Use the SharePoint Designer to create custom actions: If one needs  to automate a task that is not supported by the built-in actions, use the SharePoint Designer to create a custom action.
  7. Test actions before deploying them: Make sure to test actions thoroughly before deploying them to production. This will help to ensure that they work as expected.
  8. Monitor actions after deployment: Keep an eye on your actions after they have been deployed to production. This will help to identify any problems that may arise.

Friday, November 17, 2023

6 SharePoint Tips and Tricks for Using Web parts

The following are six tips and tricks related to using SharePoint web parts:

1. Use a variety of web parts to create visually appealing and informative pages.


2. Customize web parts to match branding and style.


3. Use web parts to display dynamic data.


4. Use web parts to create interactive pages.


5. Use web parts to embed content from other sources.


6. Use third-party web parts to extend SharePoint's functionality.

Thursday, November 16, 2023

3 Additional Tips and Tricks for Using the SharePoint Divider Web Part

The following are three additional tips and tricks for using the SharePoint Online divider web part:

  • Use dividers in conjunction with other web parts - Dividers can be used with other web parts, such as the Text web part and the Image Gallery web part, to create striking layouts.
  • Use dividers to create custom tabs - Dividers create custom tabs on SharePoint pages. This can be useful for organizing large amounts of content into smaller, more manageable chunks.
  • Use dividers to create a responsive layout - Dividers can be used to create a responsive layout for SharePoint pages. This means that the pages will look good and function on devices of all sizes.

Wednesday, November 15, 2023

5 Tips and Tricks for Using the SharePoint Divider Web Part

The following are five tips and tricks for using the SharePoint Online divider web part:
  • Use dividers to break up the page and make it easier to read - Dividers can be used to separate different sections of a page, such as an introduction, body, and conclusion. Dividers can also be used to separate different types of content, such as text, images, and videos.
  • Use dividers to create visual interest and appeal - Dividers can be used to add a touch of style and professionalism to SharePoint pages. One can use different colors, styles, and weights to create dividers that match the overall look and feel of a site.
  • Use dividers to group related content together - Dividers can be used to group related content together, such as a list of upcoming events or a collection of related documents. This can help users to quickly find information they need.
  • Use dividers to create a sense of order and hierarchy on your page - Dividers can be used to create a clear visual hierarchy on a page, which can help to understand the importance of different content sections.
  • Use dividers to create a more balanced and aesthetically pleasing layout - Dividers can be used to create a more balanced and aesthetically pleasing layout on a page. For example, one can use a divider to center a title or to create a symmetrical layout for two columns of text.