What can SharePoint do?

Collaboration Document management Internal Social Network Forms Process Automation (Workflows) Business Intelligence Reporting Search Metadata Management …

Super secret The next version will even make coffee!

Lots!!

What do You need SharePoint to do for You?

(No-Code) Power User Tools of the SharePoint Trade

Asif Rehmani SharePoint MVP

VisualSP

Download my presentations at: http://bit.ly/asifconference

About me - Asif Rehmani Trainer Founder and CEO VisualSP Chicago, USA

Contact:

@asifrehmani asif@visualsp.com www.VisualSP.com

Author

Trainer and Consultant

SharePoint MVP, MCT

Conference Speaker

Please help me understand who You are

Power Users Administrators The infamous SharePoint Guy / Gal

Developers

Agenda

1 minute intro on how our company helps the SharePoint end users

The importance of going no-code

Examples of various no-code tools related to: Workflows, Search, Mapping, Forms, Dashboarding

Lessons learned

VisualSP Help System In-context SharePoint Help for end users!

Help for end users when They need it most!

Come visit us at our booth

“Let’s not write code until we have to write code.”

Power User’s motto:

Creating Solutions

Recommended sequence when creating your solutions:

1. Browser based only 2. Use no-code tools 3. Use code tools

OR 3rd party products

Advantages of building no-code solutions

Possibilities of what you can do are Enormous!

Quick learning curve

Easier ongoing management of solution

Delegate responsibility easily

Let’s look at an example…

Search based solutions Give them what they want, where they need it!

Demo: Search Web Parts

Show pre-configured data on pages using Search web parts

Live pre-defined search results on web pages

Ability for users to refine the results as needed

Before we go forward, Question:

Which version of SharePoint are you on?

2010 20162013

Online

Form based Solutions

The former ‘and current’ form solution from Microsoft

The story of InfoPath

Library form

InfoPath 2010 & 2013 Custom SharePoint list form

Workflow form

Guidance on InfoPath

Already working with InfoPath and have a Lot of working forms: Continue working with InfoPath

Never used InfoPath and looking for a forms solution for SharePoint: Consider going with a vendor or ASP.NET forms

Access Web Apps Quick form based application

Create web applications using Access

Build Access web apps and launch to SharePoint Online

Using Access 2013 to simplify web development

Access 2013 – Used to create the interface of the app

SharePoint 2013 / Office 365 – Used to host the front end of the app

SQL Server 2012 – Used as the backend data storage technology for the app

New kid on the block: PowerApps

PowerApps in SharePoint Lists

Process Automation No-code workflows

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Workflow tools

§Browser §SharePoint Designer 2013 §Visio 2013 §Visual Studio 2012/2013 §3rd party applications

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SharePoint 2013 - Workflow Manager 1.0

SharePoint 2013 workflow processing moved to Workflow Manager (WM)

Workflow no longer runs in the SharePoint content farm / servers

SharePoint farm & Workflow Manager farm can be on same / different servers

The ‘New Stuff’ Stages • New base level concept of

stages

Visual Designer • Direct Visio incorporation • Stage-Level Diagrams

New Task Actions • Quick and easy to create

tasks and approval processes

Web Services • Able to call into Rest/HTTP

web services

Loops! • Able now to loop indirectly

with stages or directly with the new Loop actions

Copy/Cut and Paste • Core copy/cut and paste

abilities now introduced

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2010 and 2013 style workflows SharePoint Designer

2010

2013

Demo: SharePoint Designer 2013 Workflows

New way to do workflow: Flow

Flow in SharePoint Lists

Even more ideas for no-code solutions…

Location Mapping in SharePoint

Demo: Geolocation

Use Geolocation column for live mapping

Show maps directly within lists and libraries

Dashboards

Dynamic Dashboards

PowerView to visualize data

Manage your projects on top of SharePoint

Project Management Utilize Project Server to

manage projects

Examples of no-code solutions

Human Resource portals

Self-service reporting, financial dashboards

Expense reporting

Review and approve document workflows

New-hire orientation sites

Ideation, feedback, & “suggestion boxes”

Structured documents: contracts, RFPs, & invoices

Go for Quick Wins – Increases adoption and confidence!

Identify real pain points and focus in on them

How do I practice my ideas and concepts?

Watch free videos at: https://visualsp.com/video-categories/all-free-videos/

Get a sandbox environment for practicing: Build your own dev VM

Or Try the templates available at CloudShare – http://www.cloudshare.com

Or Office 365 Trial 46

Call to Action

Download my presentations at: http://bit.ly/asifconference

Watch video tutorials at: VisualSP.com

Thank You! @asifrehmani asif@visualsp.com www.visualsp.com