How to integrate email with share point and office 365- TalkingOffice365.com and OnePlaceMail Master...

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Transcript of How to integrate email with share point and office 365- TalkingOffice365.com and OnePlaceMail Master...

How to Integrate Email with SharePoint and Office 365

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Why is email so important in business?

Agenda• Why is email so important in business?• Email: A business challenge and opportunity• Solution: Implementation Success• OnePlaceMail: Driving SharePoint adoption demo• Case Study

Email is the backbone of business communication

Inboxes contain valuable information

Who gets the benefit of information in an inbox?

Business ChallengesEmail: A business challenge and opportunity

Solving the Email Challenge1. Maximize the value of the information assets throughout

the business• Visibility & Collaboration

2. Manage Risk around records not being managed within the business

• Records Management (Retention Policies)

The Platform: SharePoint or Office 365

Delivering Business Solutions

Legal Department

Matter Management (Records Management)

Marketing Department

Marketing Planning (Collaboration)

Engineering/Operations

Project Management (Records Management &

Collaboration)

Business ChallengesSolution: Barriers to Success

How do I achieve greater user adoption of SharePoint solutions?

Six ways to get Email into SharePoint1. Manually Save an email message to SharePoint2. Email enable a SharePoint List 3. Map a drive to a SharePoint Library4. Use a Discussion Forum5. Connecting Exchange and SharePoint6. OnePlaceMail

What is OnePlaceMail?

Seamless desktop to Microsoft SharePoint integration

Guiding Principles of OnePlaceMail1. Drive the user adoption of SharePoint by:

• Retaining the native SharePoint interface• Exposing the full power of SharePoint within Microsoft Outlook

2. A natural extension to existing desktop applications • Minimize change in user behavior. For example, retain the folders on the left

navigation of Outlook• Minimize branding - Just feels like part of native Outlook.

Demo Agenda1. Out of the box – Saving and email to SharePoint2. OnePlaceMail – Outlook to SharePoint

• Saving Outlook email to SharePoint (capture email attributes)• Saving Outlook email / email attachments to SharePoint and complete additional metadata• Access the power of SharePoint from within Outlook• Opening emails from SharePoint/Office 365 (without saving first)• Save to SharePoint when sending an email

3. OnePlaceMail – File Explorer to SharePoint• Send files to SharePoint and complete additional metadata

4. OnePlaceMail – Office (Word, Excel, PowerPoint)• Save a document direct to SharePoint and complete additional metadata• Search SharePoint from Office• Access the Office to SharePoint integration capabilities

Contact Talking Office 365

For more Interviews and Master Classes about Office 365 go to

www.talkingOffice365.com

@Office365Talk in/marlonmarescia

marlon@talkingoffice365.com