Texas

Pre-Conference Workshops - Tuesday

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 - 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.

Tuesday 9:00 AM - 5:00 PM · Room 2

Unlocking the Power of Power BI: Your Ultimate Guide

Scott Shearer

Scott Shearer

Microsoft Power Platform Evangelist and MVP

Treb Gatte

Treb Gatte

Marquee Insights, make better, faster decisions with smarter data.

Unlock the full potential of Power BI in this comprehensive, full-day workshop designed for professionals at all skill levels. "Mastering Power BI: From Basics to Business Impact" guides you through everything you need to know, from foundational concepts to advanced features.

Learn how to build dynamic reports, connect to various data sources, and seamlessly integrate with Microsoft Excel and SharePoint. Dive into real-world demonstrations, explore the nuances of Power BI licensing, and discover the capabilities of Power BI Report Server.

Engage with experts, ask questions, and leave with actionable insights to drive your data strategy forward.

We'll cover:

  • Section 1: Understanding Power BI Architecture
  • Section 2: Power BI Desktop Deep Dive
  • Section 3: Power BI Web Service & Collaboration
  • Section 4: Power BI Report Server and On-Premises Environments
  • Section 5: Licensing, Administration, and AI
  • Section 6: Power BI Metrics
Tuesday 9:00 AM - 5:00 PM · Room 9

Zero to Hero: Build Microsoft Teams App for Full Stack Developers

Andrew Connell

Andrew Connell

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

If you have little to no experience creating apps for Microsoft Teams using full-stack development techniques, this is for you!

After covering what tools you need to start creating Microsoft Teams Apps, you’ll learn how to build different components to extend Microsoft Teams.

This includes building personal & channel tabs (apps), bots, and message extensions for Microsoft Teams. And, you’ll learn how to take your message extensions and use them as Copilot plugins if your users have Copilot for Microsoft 365!

Tuesday 9:00 AM - 12:30 PM · Room C

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 Microsoft Information Protection and sensitivity labels
  • Control & manage sharing in your tenant
  • Prevent exfiltration with data loss prevention
  • How to detect, investigate, and take action using insider risk management

By the end of this workshop you will know what you can do to secure your data and allow your company to collaborate better and achieve more.

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.

Tuesday 9:00 AM - 12:30 PM · Room 6

Transform Daily, Mundane Repetitive Work with Robotic Process Automation

Daniel Christian

Daniel Christian

YouTuber | MVP |MCT | Solutions Architect

Automate routine tasks, eliminate the chance for errors, and free up time for more important work with robotic process automation (RPA) and Power Automate for desktop.

This workshop allows you to experience the utility of RPA and Power Automate for desktop and use out of box actions such as manipulating Excel documents as part of an end-to-end invoice processing solution.

In addition, with the Copilot feature available, building the desktop flows has become easier than ever! Hence join Daniel Christian, a Microsoft MVP and certified trainer as he walks you everything that Power Automate desktop has to offer.

Tuesday 9:00 AM - 12:30 PM · Room 7

Copilot for Power Platform : Accelerating your Development with AI

Paul Papanek Stork

Paul Papanek Stork

Don't Pa..Panic Consulting, Owner

Microsoft is adding AI support to the Power Platform low code development platforms called Copilot. You can use Copilot to help build your next App or Flow. Using Copilot you can use natural language to describe what you are trying to build. Copilot will return a suggested design for the app, flow, or Dataverse tables which you can then use. Copilot will also help you along the way by suggesting modifications to improve your formulas.

Copilot won't replace you as a Citizen Developer, but it will help you produce amazing apps and powerful flows in a fraction of the time.

Tuesday 9:00 AM - 12:30 PM · Room 8

Dataverse Bootcamp for M365 Makers

Wes Preston

Wes Preston

Founder and independent consultant working with platform alignment and no-code solutions with M365 and Power Apps

Dataverse, Dataverse, Dataverse… You've been hearing about it for a while but haven't checked it out yet.

Now's the time. Adding Dataverse is an investment in time, skills, and licensing. Know when to engage and what to expect.

  • Learn what Dataverse is and where it fits in the maker toolset.
  • Cover what the differences are between Dataverse, Microsoft Lists, and other data sources and talk through some of the 'what to use when' considerations as Lists solution builders integrate with and shift to Power Platform tools.
  • Get a perspective on the maker skills needed when using Dataverse and how to get started in your organization.

Using the Developer Plan, attendees will get a hands-on look at Creating Dataverse tables, relationships, forms, and more.

With Dataverse as a data source, we'll also do a quick compare of model-driven vs. canvas Power Apps.

Tuesday 1:30 PM - 5:00 PM · Room C

How to Maximize Your Intranet Potential with Out-of-the-Box Features in Microsoft 365 and SharePoint

Susan Hanley

Susan Hanley

Information Architect/Business Analyst

Microsoft 365 is packed with powerful tools and features for building an effective intranet. But with so many options, it can be overwhelming to know where to start. In this presentation, we'll take a deep dive into the "out-of-the-box" features of SharePoint Online and Microsoft 365 and show you how to leverage them to build an intranet that meets your organization's unique needs.

From creating and organizing content with SharePoint to enhancing communication with Teams and Viva Engage, we'll cover everything you need to get started, including new capabilities like the Brand Center and Copilot for SharePoint.

By the end of the workshop, you'll have a solid understanding of the key features of SharePoint Online and how to use them to build an intranet that helps your organization communicate, collaborate, and succeed. You will also understand what is possible “in the box” and where you may want to invest in third party solutions or custom development.

Tuesday 1:30 PM - 5:00 PM · Room D

A Deep Dive into Copilot Studio

Mark Rackley

Mark Rackley

Director, Microsoft Practice @ Protiviti

Copilot Studio is the go-to tool in your Power Platform arsenal to create custom Copilots and extend Copilot for Microsoft 365. Join this half-day, demo-packed workshop from Mark Rackley and learn all the ins and outs of Copilot Studio including:

  • How to build a Custom Copilot
  • How to Extend Copilot of Microsoft 365
  • How to incorporate Azure OpenAI for even more GenAI awesomeness
  • How does licensing work for Copilot Studio

You'll walk away eager and empowered to get started creating your own amazing solutions using Copilot Studio

Tuesday 1:30 PM - 5:00 PM · Room 5

Big Data Analytics in SharePoint Online and Microsoft 365 with Microsoft Graph Data Connect

Antonio Maio

Antonio Maio

Protiviti - Managing Director & Enterprise Architect

Have you ever worked in a large enterprise-scale SharePoint Online or OneDrive environment with thousands of sites, or millions of files, or thousands of users?

If you have, then you probably understand the challenges with trying to get detailed and timely analytics on your current state, including permissions for all files across all sites, or storage information for all sites and to try and figure out which groups are consuming all your space. Governing large enterprise-scale SharePoint Online and Microsoft 365 environments is a real challenge due to the sheer amount of data you need to reason over.

In this workshop, we'll look at how the Microsoft Graph Data Connect for SharePoint (Project Archimedes) provides some exciting capabilities which will help to get us this data quickly, without getting throttled, and in a form that we can easily report on, across very large enterprise scale environments.

We'll provide a step by step demonstration of how to setup and use Microsoft Graph Data Connect for SharePoint (Project Archimedes), Azure Synapse and Power BI to get access to these datasets quickly and efficiently, without getting throttled, and in a form that we can easily report on across very large enterprise environments.

Tuesday 1:30 PM - 5:00 PM · Room 6

SharePoint Data Modeling: From Requirements to Usage

Paul Papanek Stork

Paul Papanek Stork

Don't Pa..Panic Consulting, Owner

Data modeling is an essential first step in any Power Apps or Power Automate project. Power apps provides a user interface for information stored in a data source and Power Automate creates workflows that manipulate data stored in a data source based on specific events or triggers. Data modeling is difficult enough for professional developers, but it is even harder for citizen developers.

Citizen developers usually have little exposure to concepts like data normalization and often can’t use true relational databases like SQL or Dataverse because of the cost of Premium licensing. So, they are left trying to figure out how to build their flows or apps using data stored in SharePoint lists or Excel spreadsheets.

In this workshop I will show you some real-world techniques for doing data modeling. I’ll start with a typical project requirements definition and show you how to easily convert it into an Entity Relationship model. Next, I’ll show you how to map that Entity Relationship model onto a set of SharePoint lists. Once I have the lists designed, I’ll show you how to use them in a Power App and a flow.

Along the way I’ll walk you through what you need to know about using SharePoint as a data source, including:

  • What Column types work well and which ones to avoid
  • When to use (or not use) Lookup columns to create relationships between lists
  • How to plan for Security in SharePoint
  • Other Common issues

I’ll focus on SharePoint in the workshop but the techniques I teach you are also applicable for other data sources like Excel, SQL or even Dataverse.

Tuesday 1:30 PM - 5:00 PM · Room 7

Power Platform Administration and Governance

Daniel Christian

Daniel Christian

YouTuber | MVP |MCT | Solutions Architect

The administration and governance of Power Platform have emerged as top priorities for many companies, driven by the surge in demand for low-code services that empower users to create solutions quickly and efficiently.

As the adoption of these tools skyrockets, maintaining control and ensuring compliance have become crucial to prevent security risks and operational inefficiencies. Fortunately, a suite of robust governance tools is available, designed to streamline administration by providing comprehensive oversight, policy enforcement, and user management capabilities.

When these tools are implemented effectively, they simplify the governance process, allowing organizations to harness the full potential of Power Platform while maintaining a secure and well-regulated environment.

Join Daniel Christian, a Microsoft MVP and certified trainer as he walks you the process he has followed to guide companies in quickly setting up their Power Platform administration and governance process.

Tuesday 1:30 PM - 5:00 PM · Room 8

From Assessment to Action: Building a Stronger Microsoft 365 Governance Framework

Christian Buckley

Christian Buckley

RD+MVP | Award-Winning Product Marketer & Tech Evangelist | Board @TekkiGurus | #CollabTalk podcast + tweetjam

In today's digital landscape, effective governance is essential for maintaining the security, compliance, and operational efficiency of your Microsoft 365 environment. This full-day workshop is designed to equip IT professionals, business leaders, and administrators with the skills and knowledge necessary to conduct comprehensive governance assessments and transform findings into actionable improvement plans.

Participants will learn a step-by-step approach to evaluating their current governance practices, identifying gaps, and benchmarking against industry standards. The workshop will provide practical insights into developing a robust governance framework that addresses security, compliance, and efficiency needs, and the ongoing feedback loops needed to better engage with and meet the needs of your end users.

Through interactive sessions, hands-on exercises, and real-world case studies, attendees will gain a deep understanding of how to:

  • Conduct thorough assessments of their Microsoft 365 systems and processes.
  • Identify and prioritize areas for improvement.
  • Develop and implement actionable plans to enhance their governance strategies.
  • Optimize existing settings across SharePoint, Teams, OneDrive, Viva Engage, and Azure.
  • Prepare for the integration of AI tools, ensuring seamless adoption and maximizing benefits.

By the end of the workshop, participants will leave with a documented plan and the confidence to take the next steps in strengthening their Microsoft 365 governance framework, ensuring your organization is well-equipped to navigate the complexities of the modern digital workplace.

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