Texas

SharePoint Premium Track

Monday 9:00 AM - 5:00 PM · Room 1

Establishing SharePoint Online Admin Rockstar Status

Brian Alderman

Brian Alderman

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

SharePoint Online (SPO) integrates with many services that you need to be familiar with to successfully manage your collaboration content. In this full day workshop, we are going to learn about these different services and how to manage the integration with them by exploring and discussing SharePoint Online best practices for configuring, securing, optimizing, and implementing redundancy.

We will begin by discussing and creating a new Microsoft 365 tenant, followed by exploring how to customize both the M365 and SharePoint administrator dashboards so they only display information related to the Microsoft 365 services and SPO-related components like SharePoint Online and OneDrive.

We will also explore how to create and assign users to access SharePoint Online as both an end user and as administrators.

Being most scenarios require the migration of content, we will discuss several options for migrating content from many different sources to SharePoint Online and OneDrive.

Most migrations require at least an interim hybrid configuration, so we will introduce and explore the components that can be configured for a hybrid environment as an interim solution, or as a long-term solution.

We will then roll up our sleeves and explore the configuration of several components of SharePoint Online using both the GUI and PowerShell. These SPO components and configurations include;

Creating, configuring, and managing site collections

Configuring the user profile service (UPS) to ensure your Active Directory data is included in your search index

Exploring several search service configuration options, to ensure your users are able to quickly find the information they need, along with how to access some search-related reports, as well as some suggestions on how to help your users submit better search queries for more accurate search results

Discussing both SharePoint Online and OneDrive configuration options for managing and securing your collaboration content

Create and implementing a structured taxonomy to provide consistent and reliable data in SPO by using published tenant-level content types and managed metadata fields via the term store, as well as other custom column types, that can all be managed by information architects.

As we discuss these topics throughout the day, I’ll be sharing best practices, as well as tips and tricks that every SPO admin should know about while working with SPO.

When you leave the workshop, you’ll have all the skills and best practices to migrate to, configure, manage, and secure SharePoint Online and OneDrive components using the SharePoint Online Admin center, OneDrive admin Center, and PowerShell.

Tuesday 9:00 AM - 5:00 PM · Room B

Power Automate Multi-Stage Approval Workflows - Workshop

Amarender Peddamalku

Amarender Peddamalku

MVP | Practice Lead - Microsoft Modern Work @Perficient

In every organization there are a number of scenarios which require an Approval process. It could be Contract approvals, PTO/Leave Approvals, Event approvals and many other business processes.

In this workshop we'll learn how to design and develop Multi-Stage Approval Workflows using Power Automate. The workflow will move back and forth b/w different stages and will also learn how to restart a workflow from a given stage. We'll learn how to include Dynamic Approvers in the workflow process.

We'll also learn how to design and develop Automated escalations and Automated reminders. We'll implement timeout features in the workflows to escalate it to the next approver in the process. We will learn how to log and retain workflow history beyond what Microsoft Power Automate offers out-of-box. We'll develop a button to kick off the workflow from a SharePoint library/list.

Tuesday 9:00 AM - 5:00 PM · Room 1

SharePoint Premium Fundamentals: Your Guide to AI-Driven Content Management in Your Daily Work Life

Eric Overfield

Eric Overfield

RD, MVP, MCT

This in-depth hands-on AI-driven content management workshop will be your secret weapon to streamlining processes and putting your content to work in the age of AI. We will dive deep into practical implementation strategies of the vast capabilities built-in within SharePoint Premium that you can use every day to optimize your daily content related work tasks.

Immerse yourself in actionable insights and invaluable tips—from grasping the foundational principles to tailoring SharePoint Premium to suit your organization's specific requirements. We'll dive into tried-and-true methods for efficient content management with document processing and content assembly to seamless automation with OCR, Taxonomy, and Image Tagging, and more of what SharePoint Premium has to offer.

Witness the real-world magic of SharePoint Premium as we showcase its dynamic capabilities across various industries. We'll also showcase SharePoint Premium's harmonious capabilities within the Microsoft 365 suite, crafting a unified digital realm. This workshop is your gateway to attaining practical wisdom and the confidence necessary to unlock the boundless power of SharePoint Premium in your day-to-day work life.

In this hands-on workshop:

  • Hands-on deep dive into SharePoint Premium: A comprehensive exploration of SharePoint Premium's features and functionalities, breaking down complex aspects for practical application in everyday tasks.

  • Hands-on experience: Interactive sessions where you'll engage with SharePoint Premium's tools and learn through guided practical exercises.

  • Tailored guidance: Customization techniques demonstrated to adapt SharePoint Premium to diverse organizational structures and needs, ensuring seamless integration within existing workflows.

  • Advanced content extraction and content assembly techniques: In-depth insights into cutting-edge methods for efficient content extraction, empowering you to automate document processes and data extraction effectively.

  • Troubleshooting and best practices: Proactive identification of common pitfalls and challenges users might face, accompanied by strategies to effectively navigate and optimize SharePoint Premium usage.

  • Integration strategies: Practical demonstrations on integrating SharePoint Premium with various Microsoft 365 applications to build a unified digital ecosystem.

  • Real-life applications showcase: Real-world case studies and examples across industries illustrate the tangible benefits and applications of SharePoint Premium in diverse settings.

  • Live Q&A with an expert: Get your questions answered by an experienced professional, ensuring clarity and confidence in SharePoint Premium implementation.

Thursday 9:00 AM - 10:10 AM · Room D

SharePoint Premium: The journey to automating content processing

Mike Maadarani

Mike Maadarani

Microsoft MVP, Cloud Solution Architect, MCM Consulting

Do you want to stop wasting time on manually processing content in SharePoint? Meet SharePoint Premium, the AI-powered service that automates content processing for you. In this session, we'll show you the different model types that SharePoint Premium uses, including Custom Models and Prebuilt Models. With these models, SharePoint Premium can automate a variety of content processing tasks, from extracting information from structured forms to identifying metadata in unstructured text and extracting specific entities from content. Join me for this informative session and learn how SharePoint Premium can enhance your efficiency and accuracy for content processing.

Thursday 10:50 AM - 12:00 PM · Room B

Best Practices for Deploying Copilot in Microsoft 365

Chris McNulty

Chris McNulty

Chief Marketing Officer and SVP for Strategic Accounts at Synozur

Generative AI is everywhere – but turning it on for everyone and hoping for the best is never a plan for success. In this session, we’ll review core elements of Copilot readiness – from content management and governance, security, deployment, and adoption, using tools from SharePoint Premium, Purview, and Microsoft Viva.

Thursday 10:50 AM - 12:00 PM · Room 9

Leverage AI to Enhance Content Management in SharePoint Premium

Eric Overfield

Eric Overfield

RD, MVP, MCT

Join us for an informative session on the cutting-edge features of SharePoint Premium, from content translation, to OCR, eSignature, analytics, and more. Discover how this powerful platform can transform your content management processes with AI-driven capabilities, enhanced security, and streamlined workflows.

In this session, we will provide an overview of SharePoint Premium's offerings, including the latest features that optimize high-value business document processes such as contracts, invoices, and statements of work. Learn how to harness the power of SharePoint Premium to revolutionize your content management and drive business success.

  • Discover the cutting-edge features of SharePoint Premium for your content management solutions
  • Learn how to optimize high-value business document processes with SharePoint Premium embedded AI
  • Harness the power of SharePoint Premium to revolutionize your content management and drive business success
Thursday 12:50 PM - 1:20 PM · Room 2

The right content to the right people with automated semantic tagging on SharePoint

Gregor Sieber

Gregor Sieber

Executive Vice President

Martin Trajkov

Martin Trajkov

Strategic Partner Manager

SharePoint is at the heart of many organizations’ content strategy. However, it is often a challenge for users to discover the right content needed to accomplish a task, resulting in loss of time or wrong decisions. This problem is amplified even more when the content is supposed to serve as the knowledge base for AI tools such as OpenAI-based assistants or copilots, or when users start becoming citizen developers and build automations using Power Platform.

By using automated, AI-driven tagging based on a knowledge graph that describes facts about your organization, discoverability can be hugely improved and automated recommendation of the right content at the right time becomes possible.

Semantic tagging contrasts with other approaches such as machine learning or the application of language models, in that it provides a fully explainable approach, which in turn can earn better trust from human users. At the same time, both the semantically tagged documents and knowledge graph are essential building blocks

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 6

Explore SharePoint Embedded App Development: From Setup to Production Ready Apps

Andrew Connell

Andrew Connell

I Help You Be the Best Microsoft 365 & Azure Full Stack Developer

SharePoint Embedded (SPE) offers a headless, API-only pattern for building content apps that integrate management capabilities like collaboration, security, and compliance into any app by storing content within an enterprise’s existing Microsoft 365 tenant. Ready to see how to build your first app? In this session, you’ll learn how to setup SPE in your tenant and build a your first document-centric app that can read, write, and search for files in SPE Containers, render previews, and work with metadata!

Friday 10:20 AM - 11:30 AM · Room B

Power Automate Multi-Stage Approval Workflows

Amarender Peddamalku

Amarender Peddamalku

MVP | Practice Lead - Microsoft Modern Work @Perficient

In this session we’ll learn how to design and develop Multi-Stage Approval Workflows Using Power Automate.

We will also learn how to restart the workflow from a given stage and how to include Dynamic Approvers. We'll dig into how to design and develop Automated escalations and Automated reminders. We will also learn how to log workflow history and ways to retain the history indefinitely.

Friday 10:20 AM - 11:30 AM · Room 9

Next-Gen SharePoint: Elevating Collaboration with Copilot & Premium Integration

Mike Maadarani

Mike Maadarani

Microsoft MVP, Cloud Solution Architect, MCM Consulting

In the rapidly evolving digital landscape, SharePoint continues to stand at the forefront of collaborative innovation. The introduction of Copilot in SharePoint marks a new chapter in its journey, offering unparalleled advancements in AI-driven collaboration and productivity. SharePoint Premium on the other hand helps you automate extracting data from your content to enhance your organization’s road to better compliance. In this session, we will dive on how you can use AI in SharePoint to create Copilot custom models to generate files, and leverage SharePoint Premium to automate the content processing and extraction of your data. You will learn how you can create an end-to-end solution for your users to enhance their collaboration using custom Copilot models in SharePoint, and to eliminate the manual document processing.

X Close

Keep Up to Date on
TechCon 365 Dallas