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

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How to Integrate Email with SharePoint and Office 365 +

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

Page 1: How to integrate email with share point and office 365- TalkingOffice365.com and OnePlaceMail Master Class

How to Integrate Email with SharePoint and Office 365

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Page 2: How to integrate email with share point and office 365- TalkingOffice365.com and OnePlaceMail Master Class

Why is email so important in business?

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

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Email is the backbone of business communication

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Inboxes contain valuable information

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Who gets the benefit of information in an inbox?

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Business ChallengesEmail: A business challenge and opportunity

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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)

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The Platform: SharePoint or Office 365

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Delivering Business Solutions

Legal Department

Matter Management (Records Management)

Marketing Department

Marketing Planning (Collaboration)

Engineering/Operations

Project Management (Records Management &

Collaboration)

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Business ChallengesSolution: Barriers to Success

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How do I achieve greater user adoption of SharePoint solutions?

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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

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What is OnePlaceMail?

Seamless desktop to Microsoft SharePoint integration

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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.

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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