Chicago, IL

Administration & Implementation Track

Monday 9:00 AM - 5:00 PM · Room S103a

Becoming a SharePoint Online Admin Expert

Brian Alderman

Brian Alderman

Microsoft MCT, Six-Year MVP, Author, Speaker, and Consultant

SharePoint Online in Microsoft 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 create a new M365 tenant, customize the admin center, add some users, groups, and manage roles, as well as 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.

Tuesday 1:30 PM - 5:00 PM · Room S106a

Share, Protect, & Govern Your Data in Teams, SharePoint, & OneDrive

Drew Madelung

Drew Madelung

MS Solutions Architect | Microsoft MVP

Collaboration lives at the core of a modern workplace and collaboration is built around the ability to access and share information. Not all information is the same and the ability to get content securely to the right people, both internal and external, at the right time keeps work moving. But how do you easily and securely your data in Microsoft 365? What are your options to ensure you retain control of your data?

The ability to safeguard your data is possible! In this workshop, we will show you: • The elements of the Microsoft data security landscape • How to secure you data with sensitivity labels • Control & manage sharing in your tenant • Prevent exfiltration with data loss prevention • How to detect, investigate, and view details on incidents and alerts • How to bring your audit logs into Azure

By the end of this workshop you will know what you can do to secure your data and allow your company to collaborate better while knowing you are secure!

Wednesday 9:50 AM - 11:00 AM · Room S102a

Introduction to Microsoft Syntex

Drew Madelung

Drew Madelung

MS Solutions Architect | Microsoft MVP

Microsoft Syntex brings advanced content AI solutions into your existing Microsoft 365 investment but is it something that will help you?

In this session, we will go through what Microsoft Syntex is, how it works, and why it could be an important part of your enterprise in Microsoft 365.

Wednesday 11:30 AM - 12:40 PM · Room S106a

Establishing a Data Protection Strategy with Microsoft Purview

Antonio Maio

Antonio Maio

Protiviti - Director & Enterprise Architect

Data Protection is top of mind for all organizations that work with sensitive information. As those organizations move into the Microsoft Cloud and adopt Cloud services faster and faster, establishing a strong data protection strategy is critical to protecting the information that your business runs on and preventing threats from both external attackers and insiders.

Whether you're concerned about unstructured or structured data, risks from accidental or malicious data leaks, external threats, ransomware, external sharing, or any combination of these, having a Data Protection Strategy that protects your data no matter where it lives is a critical part of that strategy. Microsoft Purview provides robust capabilities for protecting that data, both in the cloud, on-premises or shared externally and understanding those capabilities is an important part of rolling out controls to protect your information.

Join Antonio as he shares important considerations for establishing a Data Protection strategy for your organization and learn how you can use the extensive features of Microsoft Purview to protect your critical business information.

Wednesday 1:40 PM - 2:50 PM · Room S104b

Building a Rich People Search with OOTB and Open Source Components

Peter Carson

Peter Carson

President

Whenever we poll an organization for the top features for their Intranet, People Search that actually works is always in the top three. You'd think this would have been long solved, but it's often still a challenge for many organizations.

There are a number of reasons for this:

  • People data is often spread in many different places and systems in an organization, and there is no single version of the truth
  • As a result, Azure AD, which is the core of identity in Microsoft 365, is either not well populated or just plain wrong
  • People search and people cards in Microsoft 365 has gotten tremendously better, but it's still not all the way there

With so much of an organization's IP and knowledge actually in the heads of the people, finding a person or expert is key to success for the organization as a whole.

In this session we'll go over a series of steps any organization can take to get a handle on their people in Microsoft 365, and provide a simple and rich experience for finding the right person at the right time.

  • Review of Azure AD identities and how they are managed
    • Synced users from on-premises AD with Azure AD Connect
    • Cloud only identities
    • What IT manages, and what users or the business can self-manage
  • Other sources of truth, and how they can be synced to Azure AD
    • HRIS, payroll
    • Customizing and extending Azure AD with additional attributes specific to the organization
    • Easily deploying and configuring an open-source, rich people search web part that can be used organization wide or within departments or business units
      • https://github.com/YannickRe/spfx-msgraph-peoplesearch
    • Building fully-customized person pages and self-managed profile pages

We'll also share real-world examples of this in use for a municipal police force, large charity, and post-secondary college.

Wednesday 1:40 PM - 2:50 PM · Room S106a

Data recovery options for SharePoint/OneDrive

Brian Alderman

Brian Alderman

Microsoft MCT, Six-Year MVP, Author, Speaker, and Consultant

SharePoint and OneDrive include several content recovery options for SharePoint and OneDrive for Business administrators, site collection administrators, and end users. Educating your end users on SharePoint recovery options like the site recycle bin, versioning, and site collection recycle bin can lighten the burden on your admins.

Using either a GUI or PowerShell you can backup and restore your entire SharePoint Server farm or components of it. In SharePoint Server you can also perform more granular content backups by exporting site collections, site, libraries, and lists, and there are options for recovering these site collections, sites, lists and libraries from content databases that are no longer part of your SharePoint Server farm.

With a vast majority of your SharePoint Server content stored in SQL Server it is imperative that you have an efficient way to recover items or entire databases as quickly as possible.

This discussion will introduce the Best Practices framework that will allow your SharePoint Server administrators to configure SharePoint as well as SQL Server for quick content recovery, minimizing the downtime and providing shorter and achievable Service Level Agreements (SLA’s).

Wednesday 3:30 PM - 4:40 PM · Room S102a

Exploring Microsoft Syntex Document Processing from Start to Finish

Joanne Klein

Joanne Klein

Microsoft 365 Independent Consultant

Microsoft Syntex marks a significant stride in the intelligent classification of SharePoint content. At the heart of Syntex lies document processing models to effectively assist in managing content. The modern workplace generates vast amounts of unstructured content, which demands large-scale management through automatic structuring, including metadata and content types, and governance, such as security and compliance controls. Fortunately, Microsoft Syntex offers precisely that, and much more!

To showcase this novel capability, Joanne will explain all Syntex model types and provide use-cases for each one. She'll then conduct a live demo to highlight the creation of a Microsoft Syntex unstructured document processing model to efficiently classify SharePoint documents and then integrate it with Power Automate and Syntex Content Assembly to automatically generate related documents using a Syntex modern template!. The walkthrough will cover the complete end-to-end process from setup to model training and deployment.

Wednesday 3:30 PM - 4:40 PM · Room S103d

Exploring the Power of Microsoft Teams Mesh: Revolutionizing Collaboration in the Digital Era

Mark Rackley

Mark Rackley

Group Manager, Modern Workplace Architect at Avanade

Stephanie Donahue

Stephanie Donahue

Avanade, Technical Community Lead

Join us for a session on Microsoft Teams Mesh—a transformative platform revolutionizing collaboration by extending the capabilities of Microsoft Teams.

Explore Teams Mesh features, benefits, and integration with Microsoft Teams infrastructure. Discover real-time communication tools, immersive meeting experiences, and the extension of collaboration boundaries with AR, VR, and spatial computing.

Learn about security, privacy considerations, and real-world use cases.  Embrace a new era of teamwork with Microsoft Teams Mesh!

Thursday 9:00 AM - 10:10 AM · Room S102a

Rethinking Information Architecture in the Era of Microsoft 365 Copilot

Stephanie Donahue

Stephanie Donahue

Avanade, Technical Community Lead

With the introduction of Microsoft 365 Copilot, it's tempting to think that information architecture is no longer relevant. After all, Copilot promises to find all your information effortlessly, acting as your personal assistant.

However, we need to consider potential challenges. What if Copilot leads users to sensitive content accidentally? Have we adequately secured our environment in our rush to enable remote work? Additionally, how valuable is the content returned in search queries? Is it time to revisit site lifecycle management and retention to optimize Copilot's performance?

Join this session as we discuss strategies to prepare your M365 environment for the future, ensuring seamless engagement with Microsoft 365 Copilot while addressing critical information architecture considerations.

Thursday 10:40 AM - 11:50 AM · Room S103d

Planning Effective Governance of your Intranet in Microsoft 365

Susan Hanley

Susan Hanley

Business Analyst and Information Architect

In today's rapidly evolving digital landscape, organizations need to ensure that their intranets and Microsoft 365 environments are effectively governed to meet both business and compliance requirements. But having a governance plan is not enough. Unless you can effectively define and communicate roles and responsibilities, provide actionable guidance and best practices to site owners, content authors, and end-users, your governance plan will not be effective or sustainable.

Attend this session to learn how you can effectively plan and implement governance for your intranet, Microsoft Viva, and Microsoft 365 to support your organization's digital transformation. We will also talk about governance planning for new capabilities - like Copilot and other generative AI tools. Whether you are just starting your governance journey or looking to take your existing efforts to the next level, this presentation will provide you with actionable insights, practical guidance, and content to help you get started!

Thursday 12:40 PM - 1:10 PM · Room S102d

Building a Roadmap to Safeguard Your Data with Microsoft Purview

Darren Kraut

Darren Kraut

Protiviti M365 Senior Consultant

Matt Lavieri

Matt Lavieri

Senior Manager, Protiviti

In today's ever-evolving landscape, safeguarding your data goes beyond meeting internal security benchmarks—it's about staying ahead of emerging compliance and privacy demands. Join our distinguished Microsoft Purview experts in this session where we dive deep into the capabilities of Microsoft Purview. Discover how to not only comprehend these capabilities but also leverage them to construct a strategic roadmap for deploying and harnessing Purview's potential, all in the service of enhancing your Data Protection, Risk, and Compliance Programs. This actionable roadmap is designed to outline the vision, strategy and high-level timeline for success and includes an assessment of organizational priorities and current state of data protection technology.

Thursday 12:40 PM - 1:10 PM · Room S106a

How to Winter-Proof Your M365 Tenant

Christian Buckley

Christian Buckley

NorAmerica + APAC Channel @Rencore

In this session, we delve into comprehensive strategies and practical solutions to secure and optimize your Microsoft 365 tenant for seamless performance throughout the winter season and beyond. We'll discuss how to:

  1. Declutter your Microsoft 365 Tenant
  2. Optimize Microsoft 365 Costs
  3. Automate Operational Processes
  4. Manage Access and Permissions
  5. Establish Teams and SharePoint Provisioning

Join us to empower your organization with knowledge and tools to winter-proof your M365 tenant, ensuring robustness, security, and cost-effectiveness.

Thursday 1:20 PM - 2:30 PM · Room S102a

Deploying & Managing OneDrive

Drew Madelung

Drew Madelung

MS Solutions Architect | Microsoft MVP

In this session we will go through the key areas you need to know to help you and your organization to not install OneDrive but adopt and drive usage.

We will go through key topics like how to best plan a migration and deployment, how to configure client and administrative policies, all while learning the tips and tricks of managing such a central solution within the Microsoft 365 world.

Thursday 2:40 PM - 3:50 PM · Room S103d

Understanding Power Platform licensing

Ralph Rivas

Ralph Rivas

Director and National Solutions Architect at SOGETI USA and Sogeti Labs Fellow

Get under the covers and find out what all this great functionality may cost by diving into the latest Microsoft information on licensing when using the the Power Platform.

This session is updated monthly with each publication of the latest Power Platform licensing guidance and also includes Roadmap changes that are publicly declared.

Thursday 2:40 PM - 3:50 PM · Room S106a

Streamlining Your SharePoint Success: The Power of Site Templates

Pam DeGraffenreid

Pam DeGraffenreid

Microsoft MVP

SharePoint site templates allow you to standardize and streamline your site creation process, saving time and ensuring consistency across your organization's sites.

In this presentation, we will discuss how to create, customize, and apply templates, as well as considerations for governance and maintenance. Attendees will come away with a solid understanding of how SharePoint site templates can improve productivity and collaboration within their organization.

Thursday 4:30 PM - 5:40 PM · Room S102a

Data Lifecycle and Records Management – Tales from the Trenches

David Drever

David Drever

Microsoft 365 Apps and Services MVP - Compliance and M365 Specialist

Joanne Klein

Joanne Klein

Microsoft 365 Independent Consultant

As more and more of an organization's data is stored within the cloud, controlling the sheer amount of data can be daunting. Administrators and record managers are being called on more and more to support content management to ensure it is maintained and destroyed based on required schedules within the business.

David and Joanne have assisted organizations for years and helped many enterprises design and build record management solutions within Microsoft 365 from the ground up. In this session, they will discuss critical topics organizations should consider when implementing their record management environment. They will also cover common pitfalls affecting the organization as it journeys down the information governance path.

Thursday 4:30 PM - 5:40 PM · Room S104b

Data Security Breach in Microsoft 365, Now What?

Liam Cleary

Liam Cleary

CEO | Microsoft MVP Alumni | Microsoft Certified Trainer

In today's world, it is almost inevitable that your organization will experience a data and security breach, no matter the on-premises or cloud software. Microsoft 365 is no different. Even though it contains many fantastic security controls and features, many organizations do not implement them for varying reasons.

In order to protect from a data security breach you need to know what you would do if that were to happen, as well as the controls and features to enable.

In this session, we will step through where to start in the event of a data and security breach within Microsoft 365. We will walk through how to analyze logs, identify which services to review, how to identify the breach, and then how to protect from future events.

Thursday 4:30 PM - 5:40 PM · Room S105a

Exploring Microsoft 365 migration considerations and tools

Brian Alderman

Brian Alderman

Microsoft MCT, Six-Year MVP, Author, Speaker, and Consultant

Congratulations, on your decision to move to Microsoft 365. If your mind is running rampant on how to complete the migration, this session is for you.

We will begin by exploring the steps necessary during the following migration phases:

  • Before the migration
  • Completing the migration
  • Managing the cloud-based content after migration

As you can guess, you’re going to need to know what the best approach is to complete the migration, so we will also discuss what your migration options are, and what tools are available, including out of the box tools like the SharePoint Migration Assessment Tool (SMAT), the SharePoint Migration Tool (SPMT), Migration Manager as well as several other tools to help streamline and successfully complete your migration to Microsoft 365.

Thursday 4:30 PM - 5:40 PM · Room S106a

Nailing Down Performance Issues in SharePoint Online Sites (2023 Edition)

Sean McDonough

Sean McDonough

Solutions Architect and Consultant, Microsoft MVP

SharePoint Online (SPO) has been with us for over a decade, and in that time it has received numerous changes and adjustments intended to optimize performance. Despite the work that has gone into the platform, some organization still find users reporting a poor experience and "bad performance."

In this session, we will look at development and design approaches that will enable SPO to deliver optimal performance when your organization begins using it. We'll review the current state of tooling available for our use (like the Page Diagnostics for SharePoint tool) and how it can be used to guide analysis of performance issues. We will also look at elements in any environment that can negatively impact SPO performance to make it look like the "bad guy" when SPO is actually innocent.

At the conclusion of this session, participants will have the confidence needed to troubleshoot, classify, and possibly resolve performance-based issues in their SPO tenant.

Friday 9:00 AM - 10:10 AM · Room S102a

Learn How to Govern and Secure Microsoft 365 with Microsoft Syntex - SharePoint Advanced Management

Antonio Maio

Antonio Maio

Protiviti - Director & Enterprise Architect

In addition to Content AI, the Microsoft Syntex product family brings together a set of key capabilities for better governing Microsoft SharePoint Online and OneDrive as well as securing collaboration within Microsoft 365.

In this session we'll walk through and demonstrate each of these capabilities and discuss real-world scenarios where you can restrict access to sensitive sites and content, run data governance reports to gain insight on where your organization may have risk, and look at the advanced features for managing content lifecycle.

We'll also share insights into the licenses needed to take advantage of each feature. Join us to discover the Microsoft Syntex - SharePoint Advanced Management features.

Friday 10:20 AM - 11:30 AM · Room S103d

Enhance Your Intranet with Viva Dashboard Cards

Daniel Glenn

Daniel Glenn

Microsoft MVP

In today's fast-paced business world, an effective intranet is essential for staying connected and productive. The Viva Connections Dashboard enhances every employee's experience by delivering flexible and dynamic information in their flow of work. Using the Dashboard's adaptive cards, we can bring a customized experience for each user. Creating adaptive cards that bring value to your users can start with simple, no-code solutions. Developers can also create cards to connect to data sources and bring enhanced functionality by creating complex integrations.

In this session we will discuss how to create true, no code solutions in the Viva Connections Dashboard, as well as low and full code adaptive cards. Learn how to create and customize adaptive cards, as well as best practices for integrating them into intranets. By the end of the session, attendees will have a better understanding of how to use adaptive cards to improve their intranet and make it more engaging and user-friendly.

Friday 10:20 AM - 11:30 AM · Room S104b

Deep dive into Microsoft Purview Data Loss Prevention

Drew Madelung

Drew Madelung

MS Solutions Architect | Microsoft MVP

Are you protecting your data at rest and in transit?

In this session we will go through all the different types of DLP in Microsoft Purview including endpoint, Exchange, Teams, SharePoint, OneDrive, and more. We will discuss the configuration options, why it is important, and the best practices to get started while going through a collection of demos.

You will leave this sessions with a deeper understanding of the technology and how it can impact your employee's experiences.

Friday 12:30 PM - 1:40 PM · Room S102a

Scaling your Retention with Microsoft Purview Adaptive Scopes

Joanne Klein

Joanne Klein

Microsoft 365 Independent Consultant

This session will do a deep-dive on "scoping" retention policies and labels inside Microsoft 365 and how they can help your organization intelligently scale to meet complex retention requirements. Understanding how to leverage scopes is key to an organization's overall Information Governance and Records Management program design and implementation. It requires IT Administrators and Compliance professionals to work in partnership together.

To demonstrate the capability, Joanne will walk thru several real-world use-cases of building adaptive scopes in Microsoft Purview and will highlight the technology dependencies to be aware of before you start down this path.

4 objectives of session:

  • Understand the difference between static and adaptive scopes and when you would use one over the other
  • Understand how to create each of the 3 types of adaptive scopes and the technologies they are dependent on
  • Understand how to build a query in the Advanced query builder for each type of adaptive scope
  • Show how to validate the results of the query
Friday 12:30 PM - 1:40 PM · Room S105a

Securing Your Digital Workspace: Best Practices for Protecting Your Microsoft 365 from Cyber Threats

Peter Carson

Peter Carson

President

Cyberattacks such as ransomware, financial theft, and data loss are a fact of life today. Microsoft invests massively both to provide the tools to protect organizations against these attacks, as well as to identify and defend against them actively. Unfortunately most organizations don't take full advantage of these tools, and many unfortunately leave themselves very exposed.

This will be a rapid fire session giving an overview of the myriad features and products that make up the Microsoft security landscape, and tips on how best to leverage them. The goal is to help you make your organization more secure, but also to do it in a way that appears simpler for everyone.

Identity - Identity Fundamentals (Azure AD Integration and Hybrid Authentication) - Azure AD Connect and Health Reporting - Assigned and Dynamic groups - Entitlement managed - Delegated user management

Security - Authentication ○ Pass-through ○ Password hash synchronization ○ Passwordless authentication ○ Federation ○ SMS - Multifactor Authentication (MFA) - Conditional Access - Self-Service Password reset - Identity Protection - Application Proxy - Password protection - Privileged Identity Management

Compliance - Auditing - Terms of use - Azure Information Protection - Azure Rights Management - Microsoft Purview compliance portal

Licensing - Microsoft Entra - Azure AD licensing - Free, Office 365, P1 and P2 - Enterprise Mobility + Security - Microsoft 365 and Office 365 subscriptions - Defender for Office 365 - External Identities

Scenarios that we will go through include the following:

- Navigating through the various different admin portals
- Azure AD
	○ Conditional Access Policies
		§ Report only
		§ Emergency accounts
		§ MFA
		§ Legacy Authentication
		§ Admin, Member, and Guest policies
	○ Branding
	○ External Identities configuration
		§ General settings
		§ Identity Providers - One time passcode, Google, Facebook
		§ Cross-tenant settings support for B2B collaboration and direct connect (Teams Shared Channels)
		§ Trust settings for external organizations and leveraging that in Conditional Access Policies
		§ Terms of use
	○ Identity Protection
- Improving your Microsoft Secure Score
- Attack simulation training
- Data classification
- Sensitivity labels in conjunction with Conditional Access Policies and Rights Management

The session will be jam-packed with links to articles both in Microsoft Docs, and articles written by presenter and Microsoft Office Apps and Services MVP Peter Carson.

Friday 12:30 PM - 1:40 PM · Room S106b

Top 10 best practices every Admin should be doing in M365!

Michelle Gilbert

Michelle Gilbert

Principal Cloud Solution Architect, M365 Copilot, Microsoft

Come and learn the top 10 best practices you should be doing to both manage and secure your environment. Tenant configuration can be a balance of usability and security when planning your roll-out or management model.

These best practices will assist you in improving visibility into M365 and help you understand the necessary controls needed to have in place to ensure your tenant is protected.

Friday 1:50 PM - 3:00 PM · Room S105a

Setting up your Power Platform Administrator Workstation in under an hour

Ralph Rivas

Ralph Rivas

Director and National Solutions Architect at SOGETI USA and Sogeti Labs Fellow

Take a tour at the latest and state of the art tools that you can use and setup to help with efficient administration of all things Power Platform from straight up monitoring to controlling governance and deployment without drowning in micro-management tasks or process minutia.

This session covers a hands-on look at the Out-of-Box Power Platform admin center, the latest incarnation of the Center of Excellence kits (both the main and the Automation one!) as well as the Devops/ALM tools that fall into the domain of the administrator.

This is for those who need to set up things from scratch or have already immersed themselves in the administration role who may also be looking for some extra justification to get more monitors.

Friday 1:50 PM - 3:00 PM · Room S106a

Optimizing SQL Server for SharePoint Server

Brian Alderman

Brian Alderman

Microsoft MCT, Six-Year MVP, Author, Speaker, and Consultant

A vast majority of the content accessed via SharePoint is stored in SQL Server, and also knowing an incorrect configuration of SQL Server can have a detrimental impact on the performance of SharePoint it is important to understand the integration of these two products. Often DBA’s are familiar with how to manage SQL Server, but may not be familiar with some nuances that SQL Server has when integrated with SharePoint.

In this session we will demonstrate how some default SQL Server settings negatively impact SharePoint and what changes can be made in SQL Server at both the instance and database level to improve the performance of SharePoint.

This discussion will introduce the Best Practices framework that will allow your SharePoint administrator and/or your DBA to configure SharePoint and SQL Server to provide optimal performance for your SharePoint.

Friday 1:50 PM - 3:00 PM · Room S106b

Microsoft Teams in a Regulated Environment

Michelle Gilbert

Michelle Gilbert

Principal Cloud Solution Architect, M365 Copilot, Microsoft

Come learn how you can deploy, use, and achieve success with Teams in a regulated environment. In this session we will show you the strategies and technologies you need to succeed.

You will learn:

  • Governance Strategies
  • Compliance & Records Management
  • Security Options
  • Monitoring & Auditing Capabilities
  • Training and Enablement

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