Texas

Content Management Track

Tuesday 9:00 AM - 5:00 PM · Room A

Maximizing Copilot: Preparing Your Content and People

Daniel Glenn

Daniel Glenn

Microsoft MVP, Owner and Microsoft 365 Consultant at CollabFront

Emily Mancini

Emily Mancini

Founder & Executive Director, Left Uncharted

Artificial intelligence (AI) is the largest user interface paradigm shift in 60 years. It will inherently shift how we interact with content and complete tasks moving forward. How can you organize, secure, and process your content in Microsoft 365 to maximize its value and prepare it for the next-generation AI assistant- Microsoft 365 Copilot?

In this workshop, we will cover:

Technical insights: Understand the differences between natural language search and semantic indexes, along with best practices for information architecture.

Effective search strategies: Explore when to leverage Copilot versus Microsoft search for optimal results to support the findability and discoverability of business-critical content.

Preparing your content: Perform a security and governance audit and adjust search or permission settings before content is unintentionally exposed through new AI tools.

Integrating Copilot into your daily workflow: Understand the new user experience behaviors emerging and learn better practices for launching Copilot to your organization so employees can unlock the full potential of AI-driven productivity.

By the end of the workshop, you will be equipped with the knowledge and skills to effectively organize your Microsoft 365 content in SharePoint Online, enabling you to harness the power of Copilot and unleash the knowledge stored in your organization.

Tuesday 9:00 AM - 12:30 PM · Room D

Real World Solutions Built with Microsoft 365

William Huneycutt

William Huneycutt

Upskill Tech

Microsoft 365 is a powerful platform that can empower business users to create their own solutions to more effectively handle daily business processes. This session is designed to showcase the capabilities of Microsoft 365 to inspire you to start building your own custom business solutions.

In this session, we'll explore real world solutions to demonstrate the capabilities of Microsoft 365 and inspire you to build your own.

A few solutions we'll discuss: Using SharePoint and Teams to build collaboration spaces for getting work done and publishing portals for sharing and distributing information.

SharePoint hub sites and homes sites for organizing and future proofing your workspaces and portals complete with navigation, access controls, branding, and more.

SharePoint News for news, announcements, and updates to keep your teammates up-to-date.

Microsoft Lists and Power Automate for simple and powerful approval, tracking, and publishing processes.

Planner for central task management with your team.

Viva Engage communities for enterprise information sharing such as frequently asked questions, weekly tips & tricks, town halls, and executive communications.

Stream for creating, editing, and sharing video across Teams, OneDrive, SharePoint, and Viva Engage.

And Microsoft Teams to bring everything together and provide a central gateway for it all.

Wednesday 8:30 AM - 9:40 AM · General Session Room

The Practical Nature of Working in the Future Present

Emily Mancini

Emily Mancini

Founder & Executive Director, Left Uncharted

Josh Leporati

Josh Leporati

Microsoft, Principal Product Manager, Microsoft 365 Customer Advocacy Group

Mark Kashman

Mark Kashman

Senior product manager - SharePoint in Microsoft 365

Martina Grom

Martina Grom

CEO atwork, MVP Azure and Microsoft 365, Microsoft RD

Discover today what you can immediately put into practice tomorrow. Take a bold step and choose your next Microsoft tech adventure.

We’ll share news and demos of recent announcements, with roadmap highlights – to prepare you for what's to come. And then we walk through proven scenarios, examples of what you can do right now – from employing Copilot and AI, to enhancing employee experiences, to integrating content services that streamline your work. It’s all grounded by real-world use and adoption.

Discover ways to optimize your investments in Copilot, Teams, Viva, SharePoint, OneDrive, and more. This keynote is your map – a guide to your future present of Microsoft 365, ripe with opportunity.

Wednesday 9:50 AM - 11:00 AM · Room 1

SharePoint Premium - Intelligent Content for Everyone

Chris McNulty

Chris McNulty

Chief Marketing Officer and SVP for Strategic Accounts at Synozur

Microsoft advanced content management and experiences - where AI meets content. Whether SharePoint Premium, Microsoft 365 Backup, Microsoft 365 Archive, or SharePoint Embedded, you now have new ways to engage with your most critical content, while managing and protecting it through its lifecycle. In this era of AI and Copilot, learn how you can not only maximize content value with security and structure but make sure you prime and manage your content for Copilot too.

Wednesday 9:50 AM - 11:00 AM · Room 7

What’s New with OneDrive?

Drew Madelung

Drew Madelung

MS Solutions Architect | Microsoft MVP

Have you seen all the new features in OneDrive within Microsoft 365? It doesn't matter if you're just getting started or a OneDrive expert, there will always be new functionality like AI coming around and OneDrive is no exception. Join me as we walk through the newest improvements to the world of OneDrive in a session filled with demos and examples to see what you need to know that's new that will affect you and your organization.

Wednesday 9:50 AM - 11:00 AM · Room 8

Navigating Copilot: Unleashing the Power of Intelligent Intranet Content

Emily Mancini

Emily Mancini

Founder & Executive Director, Left Uncharted

How do you design your message in the age of AI to successfully communicate necessary information and actions while driving engagement across the organization? On an average day, an office worker is inundated with 121 emails. Within this influx, crucial company updates, actionable tasks, and potentially irrelevant information are embedded. On top of these emails, there are Teams chats and a seemingly infinite stream of notifications, prompting many employees to turn to artificial intelligence for help in summarizing content and addressing queries.

In this session, we will take a user-centric approach to strengthen your ability to communicate in a way that fits the needs and expectations of your audience. We will discuss the steps for writing effectively for the web through organizing content, designing pages, and sharing to relevant audiences.

You will walk away from this session with actionable steps to create more engaging and inclusive content in Microsoft 365 by focusing on the audience's goals and mental models, accessibility, and user experience best practices.

Wednesday 2:20 PM - 3:30 PM · Room 1

Integrating Forms with Teams for Real-time Responses

Brian Alderman

Brian Alderman

Six-year MVP Alumni, 28-year MCT, Author, Speaker, Consultant

Do you ever wonder what your Microsoft Team members are thinking or what their thoughts are on a specific topic or initiative? Microsoft Forms is a powerful and versatile tool that allows you to create surveys, quizzes, and polls that can be responded to by your Team members which allows you to view real-time responses from your participants. These results can then be exported to an Excel spreadsheet for additional analysis, and to generate some neat visual charts or graphs using Power BI.

In this session we are going to introduce and discuss the different types of uses for Forms, how to create a form on a Microsoft Teams channel, explore the configuration options for these forms, as well as how to export the results for use in other Microsoft products, like Power BI.

Wednesday 4:20 PM - 5:30 PM · Room A

Empowering corporate communications with Microsoft 365

Susan Hanley

Susan Hanley

Information Architect/Business Analyst

Creating and delivering compelling and consistent corporate communications messages across multiple channels can be challenging, especially in the fast-paced and dynamic business environment. In this session, you will learn tips and best practices to improve internal communications. We will talk about new and emerging capabilities in SharePoint News and Viva Engage along with premium capabilities available with Viva Amplify and Copilot. Whether you’re a seasoned communicator or a curious novice, this session promises actionable insights, practical tips, and a dash of innovation.

Thursday 9:00 AM - 10:10 AM · Room 1

Exploring Microsoft 365 migration considerations and tools

Brian Alderman

Brian Alderman

Six-year MVP Alumni, 28-year MCT, Author, Speaker, 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 9:00 AM - 10:10 AM · Room C

Real-World Implementation Experiences of Microsoft Purview

Antonio Maio

Antonio Maio

Protiviti - Managing Director & Enterprise Architect

Organizations have invested heavily in recent years in moving to Microsoft 365 to improve productivity and collaboration. With this transition comes incredible opportunities to increase business efficiencies. However, it also brings increased risks as users collaborate more with internal coworkers as well as with external partners and customers. In addition, the continually changing regulatory compliance landscape makes this an ever evolving challenge. Microsoft has provided a robust set of capabilities for mitigating risks and meeting compliance obligations with Microsoft Purview, such as information protection, data loss prevention, records management and eDiscovery. In this session, we'll share real-world experiences implementing Microsoft Purview across different types of organizations. We'll deep dive into many the features of Purview, share real examples and provide actionable guidance to help you leverage Microsoft Purview to mitigate risks and comply with regulations in your organization.

Thursday 3:30 PM - 4:40 PM · Room 1

Implementing Microsoft 365 for Small Businesses and Nonprofits

Emily Mancini

Emily Mancini

Founder & Executive Director, Left Uncharted

Explore the Microsoft 365 suite through the lens of a grassroots nonprofit. In this session, discover how to move past resource constraints by harnessing free technology resources to improve inefficient processes (like contract management), enhance internal communication and collaboration (through intranet development), and increase productivity (with a seamless cross-functional action item tracker).

We will share practical insights, guiding you through the steps needed to implement these solutions in your environment, and a litany of cost-free resources that can empower your journey using Microsoft 365 to increase your organization's productivity, communication, and collaboration.

Thursday 3:30 PM - 4:40 PM · Room 9

Understanding & Utilizing SharePoint Advanced Management

Drew Madelung

Drew Madelung

MS Solutions Architect | Microsoft MVP

In this session you will learn how to maximize your SharePoint capabilities with SharePoint Advanced Management. I will provide insights into the advanced features and tools available to enhance security, manage content lifecycles, and ensure compliance within your digital workspace. We'll cover:

• Advanced access policies for secure collaboration • Data access governance reports for identifying overshared or sensitive content • Site lifecycle management for inactive sites • Conditional access policies for stringent security measures

Ideal for SharePoint administrators and IT professionals, this session will empower you with the knowledge to efficiently govern your organization's SharePoint environment. Join us to learn how to leverage these advanced management features to their full potential.

Friday 9:00 AM - 10:10 AM · Room 5

Introduction to JSON to master customizing SharePoint

Mark Rackley

Mark Rackley

Director, Microsoft Practice @ Protiviti

JSON is EVERYWHERE in SharePoint Online and your ability to take your SharePoint deployments to the next level depend on your ability to understand and create complicated JSON objects. In this densely demo-packed session, attendees will learn:

  • What is JSON and how to understand the structure
  • Tips for creating JSON objects and starting with community content as a starting point

Attendees will also learn how to use JSON Objects in SharePoint Online to:

  • Customize list columns and list views
  • Create Site Designs for creating custom site templates
  • Create stunning Quick Views for Viva Connections ACE's
  • Post messages in teams as Adaptive Cards
  • Process SharePoint REST queries in Power Automate
  • and more!!
Friday 9:00 AM - 10:10 AM · Room 3

Roundtable Discussion - Intranet Design & Information Architecture

Susan Hanley

Susan Hanley

Information Architect/Business Analyst

Join us for an engaging and informal gathering where participants delve into topics that matter to them. Roundtable Discussions are a space for sharing ideas, perspectives, and experiences with other attendees. Pull up a chair, and let’s exchange insights!

Friday 10:20 AM - 11:30 AM · Room 8

What's all the hype about SharePoint/OneDrive hybrid

Brian Alderman

Brian Alderman

Six-year MVP Alumni, 28-year MCT, Author, Speaker, Consultant

Microsoft SharePoint Server on-premises now makes it better, and easier, than ever to integrate with SharePoint Online and OneDrive for Business providing a rich, robust, and powerful collaboration hybrid solution for your organization.

In this session we will learn what SharePoint/OneDrive hybrid is about, as well as why it may be beneficial to your organization. We’ll explore the several hybrid components including Active Directory configurations, search, managed metadata, connectivity services, as well as other hybrid components and their requirements.

In addition, we'll introduce an overview of the configuration steps necessary in both Microsoft 365 and SharePoint Server on-premises for a successful hybrid configuration.

Friday 12:30 PM - 1:40 PM · Room 8

Knowledge Management within Microsoft 365 without Viva Topics

Daniel Glenn

Daniel Glenn

Microsoft MVP, Owner and Microsoft 365 Consultant at CollabFront

Viva Topics has been a valuable asset for knowledge management. However, as Viva Topics approaches its retirement in 2025, enterprises must strategically pivot toward more robust solutions. In this session, we will walk through how you can transition away from Viva Topics, help your employees adapt to the change, and build knowledge management into your organization’s everyday work. We will build out your organization’s roadmap to: • Assess the impact of losing Viva Topics, even if you haven’t started using it organization-wide yet. • Ensure you know how migration will work. • The setup of your alternative solutions to keep your knowledge management running. • How to train and ensure proper adoption to make the most out of your ‘institutional knowledge’. • Establish governance with guidelines for content creation, moderation, and quality control.

As Viva Topics bows out, SharePoint and Microsoft Viva Engage emerge as powerful Copilot allies. Come learn how organizations that proactively embrace this transition will thrive in the new era of knowledge management.

Friday 1:50 PM - 3:00 PM · Room C

I didn't know you could do that with OneDrive!

William Huneycutt

William Huneycutt

Upskill Tech

OneDrive is more than just cloud storage for your files. It’s a smart way to work and collaborate across Microsoft 365. Whether you need to share documents with your team, sync files to your desktop, or protect your work from accidental loss, OneDrive has you covered.

In this engaging and practical session, I will show you how to make the most of OneDrive’s features to boost your productivity and make work easier.

Learn how to:

  • Let OneDrive track activity and sharing for you
  • Open and save files directly from Word, Excel, PowerPoint, & OneNote
  • Manage changes with document version history
  • Securely share content with people inside & outside the organization
  • Quickly access SharePoint documents and libraries without leaving OneDrive
  • Move and copy files quickly and easily with between - OneDrive and SharePoint
  • Sync files locally with OneDrive files on-demand
  • Share files in Microsoft Teams
  • Restore files if they get deleted, overwritten, corrupted, or infected by malware
  • Automate repetitive activities with flow And more!

Don’t miss this chance to learn how OneDrive can transform the way you work.

Friday 1:50 PM - 3:00 PM · Room D

Enhancing Communication and Collaboration through Customized Search Experiences

Emily Mancini

Emily Mancini

Founder & Executive Director, Left Uncharted

In SharePoint Online and Microsoft Teams, we are building a flat hierarchy through separate site collections or Teams and creating connections through hub site relationships. This supports organizational change, cleaner permission models, and so much more but can prove challenging when you want to centralize a subset of content across these site collections.

Join us as we explore different approaches for centralizing your content in this modern decentralized world. You will leave with scenarios and best practices for how to structure and deliver content throughout your tenant.

What we'll cover: -Understanding the hub site structure and search scopes -Using the content type gallery for consistent information architecture -Centralizing content through search experiences (including Modern PnP search web part and search verticals) -Creating intuitive microlearning content (through Learning Pathways or Viva Learning)

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