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MICROSOFT 365
Virtual MARATHON
May 27 & 28, 2020
36 hours / 2 days
Inside The Vault: Bridging the Social Distancing Gap
with SharePoint and Microsoft Teams at IBERIABANK
Theresa Lubelski
SharePoint Administrator - IBERIABANK
@SharePointMadam | www.linkedin.com/in/theresaeller
Broughtto youby:
TheGlobalMicrosoft Community&
M365Conf.com | #M365CONF
#M365VM
M365VirtualMarathon.com
MICROSOFT 365
Virtual MARATHON
May 27 & 28, 2020
36 hours / 2 days
Mark Your Calendars:
March 23-25, 2021, MGM Grand Resort
Las Vegas, Nevada, USA
M365Conf.com
#M365CONF
TheSharePoint Conferenceis nowTheMicrosoft 365 CollaborationConference
#M365VM
M365VirtualMarathon.com
Broughtto youby:
TheGlobalMicrosoft Community&
M365Conf.com | #M365CONF
THANK YOU TO ALL OUR GENEROUS SPONSORS
 Theresa Lubelski | Fort Worth, TX | USA
 SharePoint Administrator, IBERIABANK
 First American to speak at SharePoint Saturday Paris
 SharePoint 2003-2016, SharePoint Online, Power Platform, Teams
 SharePoint is my longest relationship!
LET ME INTRODUCE MYSELF…
Broughtto youby:
TheGlobalMicrosoft Community&
M365Conf.com | #M365CONF
#M365VM
M365VirtualMarathon.com
 Visit the Vendors Booth, Sessions and Watch the Videos
 Submit Your Answers to Enter the Raffle
 You need at least 5 correct answers then submit for a chance to win one of 3
(One in each Americas, APAC, EMEA)
ARE YOU READY FOR A RAFFLE?
WE ARE GIVING AWAY 3 OCULUS QUEST ALL IN ONE!
https://bit.ly/m365raffle
CONSIDER DONATING TO THE FOLLOWING CHARITY RELIEF FUNDS:
UNITED WAY: https://give.uwkc.org/m365vm
INTERNATIONAL MEDICAL CORPS: https://bit.ly/MedicalCorpsFund
10% OF FUNDS FROMSPONSORS GOTO SUPPORT COMMUNITY RELIEF.
FOR MORE INFORMATION WRITE TO: info@m365virtualmarathon.com
 ~3800 employees
 Preparing for merger with First Horizon National Bank
 All business travel halted
 First companywide SharePoint Online site
 SBA PPP launched on April 2, 2020; on April 3, the Covid-19 Response site had 17,452 site visits
 As of May 4, 2020, IBERIABANK
 has secured a total of $2.13 billion impacting 240,000 employees
 received and processed 15,000 applications with 99.8% of fully qualified loans receiving
SBA allocation of funds
IBERIABANK During Covid-19
Broughtto youby:
TheGlobalMicrosoft Community&
M365Conf.com | #M365CONF
#M365VM
M365VirtualMarathon.com
Requirements for the Covid-19 Response Site
 Landing page graphic
 Site description
 Associate FAQs
 Associate Resources (links to YouTube videos)
 Resource Sites (links to CDC website for Coronavirus and Influenza)
 Announcements graphic
 Links to CDC + WHO websites
 Footer graphic with link to email address
Pages
Image Web Search + Stock Images
Image Focal Point
Page Editing
Version History
Quick Links – Grid
Quick Links - Compact
Quick Links – List
Quick Links – Button
Links
YouTube
File Viewer
Document Libraries
Open in New Tab
{
"$schema": "https://developer.microsoft.com/json-
schemas/sp/v2/column-formatting.schema.json",
"elmType": "a",
"txtContent": "@currentField",
"attributes": {
"href": "=[$FileRef]+'?web=1'",
"target": "_blank"
},
"style": {
"font-size": "14px",
"text-decoration": "none"
}
}
News Posts for Announcements
News Web Part
Page Anchors
Navigation
Label
Label
Link
Page Template
News Post Template
Create Page or News Post from Template
Add a Personal Touch
 Content shared on social media added
(Links web parts, top URLs delelted)
 Isolation Checklist—created by a friend—
shared with permission (File viewer web part)
Home Page
Image (Linked to MP3)
Resize
Crop
Aspect ratios
Alignment
Reset
Save
Power Automate
 3 files updated multiple times daily (including weekends)
 Files emailed to me to be uploaded to SharePoint
 Power Automate completes in ~1 minute
 Looks for specific words in subject line
 Deletes existing 3 files
 Uploads 3 new files
 Emails confirmation
Save Email Attachments to SharePoint Library (1/6)
Save Email Attachments to SharePoint Library (2/6)
Save Email Attachments to SharePoint Library (3/6)
Save Email Attachments to SharePoint Library (4/6)
Save Email Attachments to SharePoint Library (5/6)
Save Email Attachments to SharePoint Library (6/6)
Using Teams to Rollout Teams
 Weekly meeting in Teams
 Email announcement: You now have Microsoft Teams
 Adoption campaign
 Email Tech Bytes with how-to tips that focus on Teams vs. Jabber and WebEx
 Add “Find me in Teams” to email signature
1. Click on the Windows start button in the lower left corner of your
screen.
2. Scroll down until you see Microsoft Teams.
3. Press Microsoft Teams to open it.
For more information, visit
https://anythingbutcode.sharepoint.com/sites/m365help
Find me in Microsoft Teams
Office 365 Groups, Teams, and SharePoint Online
 Creating a team in Teams also creates an Office 365 Group and a
SharePoint Online modern team site
 Requests for a team in Teams must be weighed against current and future SharePoint Online site architecture
 Creation of SharePoint sites is restricted to global admins, SharePoint admins, and the IT team responsible for
system access
 Option to create SharePoint sites on the SharePoint Start Page and in OneDrive is disabled
 Modern team sites are created under /teams managed path
M365 Help Center
 Hub Site
 Associated site for each product
 SharePoint
 OneDrive
 Teams
 Resources
 Links to articles, documentation, and videos from Microsoft
 Tech Bytes containing how-to tips posted as News Posts
MICROSOFT 365
Virtual MARATHON
May 27 & 28, 2020
36 hours / 2 days
THANK YOU FOR JOINING US!
DO YOU HAVE ANY QUESTIONS?
Speaker feedback
https://bit.ly/M365VMSpeakerFeedback
Event feedback
https://bit.ly/M365VMFeedback
MICROSOFT 365
Virtual MARATHON
May 27 & 28, 2020
36 hours / 2 days
Inside The Vault: Bridging the Social Distancing Gap
with SharePoint and Microsoft Teams at IBERIABANK
Theresa Lubelski
SharePoint Administrator - IBERIABANK
@SharePointMadam | www.linkedin.com/in/theresaeller
Broughtto youby:
TheGlobalMicrosoft Community&
M365Conf.com | #M365CONF
#M365VM
M365VirtualMarathon.com

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Inside The Vault: Bridging the Social Distancing Gap with SharePoint and Teams

  • 1. MICROSOFT 365 Virtual MARATHON May 27 & 28, 2020 36 hours / 2 days Inside The Vault: Bridging the Social Distancing Gap with SharePoint and Microsoft Teams at IBERIABANK Theresa Lubelski SharePoint Administrator - IBERIABANK @SharePointMadam | www.linkedin.com/in/theresaeller Broughtto youby: TheGlobalMicrosoft Community& M365Conf.com | #M365CONF #M365VM M365VirtualMarathon.com
  • 2. MICROSOFT 365 Virtual MARATHON May 27 & 28, 2020 36 hours / 2 days Mark Your Calendars: March 23-25, 2021, MGM Grand Resort Las Vegas, Nevada, USA M365Conf.com #M365CONF TheSharePoint Conferenceis nowTheMicrosoft 365 CollaborationConference #M365VM M365VirtualMarathon.com Broughtto youby: TheGlobalMicrosoft Community& M365Conf.com | #M365CONF
  • 3. THANK YOU TO ALL OUR GENEROUS SPONSORS
  • 4.  Theresa Lubelski | Fort Worth, TX | USA  SharePoint Administrator, IBERIABANK  First American to speak at SharePoint Saturday Paris  SharePoint 2003-2016, SharePoint Online, Power Platform, Teams  SharePoint is my longest relationship! LET ME INTRODUCE MYSELF… Broughtto youby: TheGlobalMicrosoft Community& M365Conf.com | #M365CONF #M365VM M365VirtualMarathon.com
  • 5.  Visit the Vendors Booth, Sessions and Watch the Videos  Submit Your Answers to Enter the Raffle  You need at least 5 correct answers then submit for a chance to win one of 3 (One in each Americas, APAC, EMEA) ARE YOU READY FOR A RAFFLE? WE ARE GIVING AWAY 3 OCULUS QUEST ALL IN ONE! https://bit.ly/m365raffle
  • 6. CONSIDER DONATING TO THE FOLLOWING CHARITY RELIEF FUNDS: UNITED WAY: https://give.uwkc.org/m365vm INTERNATIONAL MEDICAL CORPS: https://bit.ly/MedicalCorpsFund 10% OF FUNDS FROMSPONSORS GOTO SUPPORT COMMUNITY RELIEF. FOR MORE INFORMATION WRITE TO: info@m365virtualmarathon.com
  • 7.  ~3800 employees  Preparing for merger with First Horizon National Bank  All business travel halted  First companywide SharePoint Online site  SBA PPP launched on April 2, 2020; on April 3, the Covid-19 Response site had 17,452 site visits  As of May 4, 2020, IBERIABANK  has secured a total of $2.13 billion impacting 240,000 employees  received and processed 15,000 applications with 99.8% of fully qualified loans receiving SBA allocation of funds IBERIABANK During Covid-19 Broughtto youby: TheGlobalMicrosoft Community& M365Conf.com | #M365CONF #M365VM M365VirtualMarathon.com
  • 8. Requirements for the Covid-19 Response Site  Landing page graphic  Site description  Associate FAQs  Associate Resources (links to YouTube videos)  Resource Sites (links to CDC website for Coronavirus and Influenza)  Announcements graphic  Links to CDC + WHO websites  Footer graphic with link to email address
  • 10. Image Web Search + Stock Images
  • 15. Quick Links - Compact
  • 17. Quick Links – Button
  • 18. Links
  • 22. Open in New Tab { "$schema": "https://developer.microsoft.com/json- schemas/sp/v2/column-formatting.schema.json", "elmType": "a", "txtContent": "@currentField", "attributes": { "href": "=[$FileRef]+'?web=1'", "target": "_blank" }, "style": { "font-size": "14px", "text-decoration": "none" } }
  • 23. News Posts for Announcements
  • 29. Create Page or News Post from Template
  • 30. Add a Personal Touch  Content shared on social media added (Links web parts, top URLs delelted)  Isolation Checklist—created by a friend— shared with permission (File viewer web part)
  • 32. Image (Linked to MP3) Resize Crop Aspect ratios Alignment Reset Save
  • 33. Power Automate  3 files updated multiple times daily (including weekends)  Files emailed to me to be uploaded to SharePoint  Power Automate completes in ~1 minute  Looks for specific words in subject line  Deletes existing 3 files  Uploads 3 new files  Emails confirmation
  • 34. Save Email Attachments to SharePoint Library (1/6)
  • 35. Save Email Attachments to SharePoint Library (2/6)
  • 36. Save Email Attachments to SharePoint Library (3/6)
  • 37. Save Email Attachments to SharePoint Library (4/6)
  • 38. Save Email Attachments to SharePoint Library (5/6)
  • 39. Save Email Attachments to SharePoint Library (6/6)
  • 40. Using Teams to Rollout Teams  Weekly meeting in Teams  Email announcement: You now have Microsoft Teams  Adoption campaign  Email Tech Bytes with how-to tips that focus on Teams vs. Jabber and WebEx  Add “Find me in Teams” to email signature 1. Click on the Windows start button in the lower left corner of your screen. 2. Scroll down until you see Microsoft Teams. 3. Press Microsoft Teams to open it. For more information, visit https://anythingbutcode.sharepoint.com/sites/m365help Find me in Microsoft Teams
  • 41. Office 365 Groups, Teams, and SharePoint Online  Creating a team in Teams also creates an Office 365 Group and a SharePoint Online modern team site  Requests for a team in Teams must be weighed against current and future SharePoint Online site architecture  Creation of SharePoint sites is restricted to global admins, SharePoint admins, and the IT team responsible for system access  Option to create SharePoint sites on the SharePoint Start Page and in OneDrive is disabled  Modern team sites are created under /teams managed path
  • 42. M365 Help Center  Hub Site  Associated site for each product  SharePoint  OneDrive  Teams  Resources  Links to articles, documentation, and videos from Microsoft  Tech Bytes containing how-to tips posted as News Posts
  • 43. MICROSOFT 365 Virtual MARATHON May 27 & 28, 2020 36 hours / 2 days THANK YOU FOR JOINING US! DO YOU HAVE ANY QUESTIONS? Speaker feedback https://bit.ly/M365VMSpeakerFeedback Event feedback https://bit.ly/M365VMFeedback
  • 44. MICROSOFT 365 Virtual MARATHON May 27 & 28, 2020 36 hours / 2 days Inside The Vault: Bridging the Social Distancing Gap with SharePoint and Microsoft Teams at IBERIABANK Theresa Lubelski SharePoint Administrator - IBERIABANK @SharePointMadam | www.linkedin.com/in/theresaeller Broughtto youby: TheGlobalMicrosoft Community& M365Conf.com | #M365CONF #M365VM M365VirtualMarathon.com

Editor's Notes

  • #10: Page title – spaces will be replaced with dashes Comments + You Might Be Interested In – will turn themselves on after you’ve turned them off, especially when you edit the page; always check after Publish and Republish
  • #11: Image Web Search (and Stock Images) – creative commons, free to use; layout options include wide and square
  • #12: Focal Point – most images are bigger than the allotted space on the page; move the image up or down to display the portion you want viewers to see
  • #13: Pages are stored in Site contents > Site Pages folder Save as draft – Draft versions are only visible to those with designer and full control permissions until the page is published (or republished) Save as template – covered in future slide Undo Redo Discard changes – revert to the last modified version Page details – version history covered on next slide Publish + Republish – changes are only visible to those with designer and full control permissions until the page is published (or republished) If republish is missing, refresh the page Replacing content – create new page so that original information is saved for historical purposes
  • #19: URL can be deleted Image and text pull from the website
  • #22: Folders vs. Group by [Category] – folder names are not searchable; folder names add to URL Details pane – edit single item or bulk edit items (Category, Audience, etc.) Sort order + Audience – SharePoint sorts by 1, 10, 11, 2, 20, etc.; use at least 2 number places; Audience field was easier to identify than putting audience at end of file name Path vs. Link – Copy link puts weird characters in URL, not always usable by others; Path is at bottom of details pane Page for online portal support – too vague of a name; ended up being document library
  • #23: Open in new tab – Links to SharePoint sites and Office files (Word, Excel, PowerPoint) open in new tab, but PDFs open in same tab; needed everything to open in new tab; used Column Formatting (on Name column) to achieve Only code in the site
  • #26: Text web part Heading formats create a link that adds #sectiontitle to the end of the page URL Must save or publish the page to get the link for the page anchor Link can be added to quick links, text, image, etc.
  • #27: Use three levels -Label for top navigation -Label to organize links -Link
  • #29: Site Pages > Templates