sharepoint capability presentation

Microsoft SharePoint

SharePoint and OneDrive play a special role in Office 365, by connecting the workplace with intelligent content management and intranets. Today we’re going to focus on key areas where you can leverage our innovations to achieve significant benefits. Specifically, how you can: Share and work together inside and outside your organization through anywhere access to your content and seamless collaboration experiences. Inform and engage people by connecting them with the resources they need to do their jobs and fostering open conversations. Transform business process by automating repetitive tasks and streamlining workflows. Harness collective knowledge by making it easier to find information and expertise right when it's needed, and to encourage best practice sharing. All with the with full confidence that you can protect and manage your organization’s content as well as extend and develop on SharePoint to meet your unique business needs. SharePoint powers content collaboration across Microsoft 365 SharePoint is the foundational service in Microsoft 365 that powers content collaboration across the suite, enabling people and organizations to: Store, access and share files from anywhere with OneDrive Collaborate on Office documents in real-time Work together on shared content in Microsoft Teams and within Outlook Build dynamic and engaging intranet sites enriched with Yammer and Stream Automate business process and build no-code apps with PowerApps and Flow Advantages of storing and sharing content in Microsoft 365 Storing and sharing content (Office docs, photos, PDF’s, 3D images, etc.) in Office 365 has the following benefits for end-users and for IT: End-user benefits: Simple, consistent and secure file access and sharing experiences across O365 apps and devices Office document co-authoring with the latest Office desktop clients, mobile apps, and Office Online AI – intelligent features like personalized search and discovery, recommended content, most recently used, trending sites, viewing insights Benefits for IT and developers: Intelligent, built-in security consistent across O365, including DLP, conditional access, ATP, ransomware recovery with Files Restore, etc. Unified management – common admin, governance and management across users, apps, devices and services Extensibility – since SharePoint files, sites, lists and pages are available in the Microsoft Graph, developers can use the single Graph API to connect to 3rd party services and build custom solutions Read less

Recommended

More related content, what's hot, what's hot ( 20 ), similar to microsoft sharepoint, similar to microsoft sharepoint ( 20 ), more from david j rosenthal, more from david j rosenthal ( 20 ), recently uploaded, recently uploaded ( 20 ).

• 4. Manage your time & communications
• 9. SharePoint
• 17. Microsoft Teams
• 19. SharePoint
• 26. of your organization
• 28. that bring together content, conversation & people
• 30. that bring together content, conversation & people
• 38. Tell your story with SharePoint pages and news Build digital employee experiences with communication sites Integrate SharePoint with Yammer and Microsoft Stream https://aka.ms/SharePoint-build-modern-intranet
• 47. Cohesive, rich relationships in Microsoft Graph
• 48. Find relevant content and expertise you need
• 57. https://aka.ms/newpnpsolutions
• 58. https://techcommunity.microsoft.com/t5/Microsoft-SharePoint-Blog/Announcing-General-Availability-of-SharePoint-Server-2019/ba-p/272546 Quick start guide to help you install and deploy: https://go.microsoft.com/fwlink/?linkid=2006253 Reviewer’s guide to share the many investments and new features: https://go.microsoft.com/fwlink/?linkid=2006360 A PowerPoint presentation to share more of our investments in SharePoint Server 2019: https://go.microsoft.com/fwlink/?linkid=2006361
• 64. https://go.microsoft.com/fwlink/?linkid=861555
• 67. © 2019 Razor Technology, LLCwww.razor-tech.com @DavidJRosenthal Slideshare www.razor-tech.com 5 Tower Bridge 300 Barr Harbor Dr., Suite 705 West Conshohocken, PA 19428 www.razor-tech.com [email protected] Cell: 215.801.4430 Office: 866.RZR.DATA LETS KEEP IN TOUCH
• 68. Accelerating your digital transformation http://customers.microsoft.com
• 69. LEARN MORE
• 70. LEARN MORE
• 72. LEARN MORE
• 73. LEARN MORE
• 74. LEARN MORE
• 75. LEARN MORE
• 76. LEARN MORE
• 77. LEARN MORE
• 78. LEARN MORE
• 79. LEARN MORE
• 89. Full SharePoint fidelity in OneDrive apps
• 90. https://aka.ms/SharePoint-build-modern-intranet
• 91. Microsoft365.com Value Discovery Workshop Razor Technology Microsoft Technical Community UserVoice
• 92. https://aka.ms/SharePoint-Ignite https://techcommunity.microsoft.com https://aka.ms/TheIntrazone https://aka.ms/SharePoint-build-modern-intranet https://aka.ms/spdesignguidance
• 94. http://aka.ms/StreamIdeas
• 96. at rest for select EU customers General availability of in-geo storage of Yammer messages at rest for new EU customers

What is Sharepoint? Top Features and Functions

by Sam McKay, CFA | MS SharePoint

Are you tired of losing track of important documents in a sea of emails, deleted documents, folders, and Post-it notes?

Do you sometimes feel like you need a GPS just to find that one file your boss asked for three weeks ago? Fear not, dear reader, for there is a hero among us: Microsoft SharePoint.

SharePoint is a web-based platform developed by Microsoft that provides organizations with a centralized space to manage, share, and collaborate on various types of content, such as documents, calendars, tasks, and more.

The platform allows users to create sites for different departments, projects, or teams, with customizable user permissions and workflows to control access, display information, and streamline processes.

SharePoint’s robust features can be tailored to meet the specific needs of your organization, making it an essential tool for boosting productivity and collaboration.

But that’s just the tip of the iceberg! In the following sections, we will dive deeper into Microsoft SharePoint’s history, core features, versions available, Microsoft integrations, and potential use cases.

So, grab your beverage of choice, sit back, and let’s explore the wonders of SharePoint together.

Table of Contents

What Is SharePoint?

Picture this: you begin your work day and are greeted by an overflowing inbox, a never-ending to-do list, and a pile of deliverables that just won’t quit. Sounds overwhelming, right? That’s where Microsoft SharePoint comes in to save the day!

So, what is SharePoint? Simply put, it’s a platform developed by Microsoft that provides a centralized location for organizations to manage, store, and share various types of content and tasks by web applications such as:

Documents : Word, Excel, PowerPoint, PDFs, and more

Shared calendars : team schedules, project deadlines, and meetings

Tasks : to-do lists, workflows, and approvals

Modern lists : contacts, shared mailboxes, inventory, metadata, and customer information

Microsoft SharePoint includes powerful collaboration tools, allowing users to work together on content in real-time, share updates, and receive feedback all in one place. Plus, with search capabilities, finding the right document or information is a breeze.

But wait, there’s more! In the next section, we’ll explore SharePoint’s more than two-decade history before taking a look at its core product features.

If you want to take your organization’s productivity to the next level, keep reading to discover the full potential of SharePoint.

History of SharePoint

Let’s take a stroll down memory lane, back to a time when flip phones were all the rage, MySpace was the go-to social network, and SharePoint was just a glimmer in Microsoft’s eye.

That’s right, we’re talking about the early 2000s, a time when the internet was still in its infancy, and the world was just beginning to understand the importance of collaboration and content management.

Microsoft SharePoint was first introduced in 2001, back when the world was still getting used to the idea of using the internet for more than just sending emails and browsing cat videos.

The initial version of this MS project was a basic web application that allowed teams to share documents and collaborate on projects. It wasn’t exactly a game-changer, but it did lay the foundation for what was to come.

Over the years, the SharePoint platform continued to evolve, adding new features and capabilities that made it an indispensable tool for businesses and organizations of all sizes.

In 2003, Microsoft released SharePoint Portal Server, which allowed for more advanced content management and search functionality.

And in 2006, Microsoft Office SharePoint Server 2007 was launched, introducing social features and business intelligence capabilities.

Present Day SharePoint

It wasn’t until the release of SharePoint Server 2010 that the platform really started to gain traction.

With its improved user interface and powerful new features like document co-authoring and workflow automation, SharePoint 2010 quickly became the go-to platform for collaboration and content management.

Today, SharePoint is a powerhouse platform that offers a wide range of features and capabilities, from document management and business decision-making to social collaboration and search functionality.

But it all started with a simple idea: the need for teams to share information and collaborate on projects.

In the next section, we’ll take a closer look at the features that make SharePoint such a powerful tool for businesses and organizations.

Top 6 Core Features and Capabilities of SharePoint

Microsoft SharePoint isn’t just a boring old document management system. It’s a feature-packed platform that can help businesses and organizations collaborate, automate processes, and even make data-driven decisions.

In this section, we’ll take a closer look at some of the key features and capabilities that make SharePoint such a powerful tool for the digital workplace.

1. Collaboration

Let’s start with collaboration. Microsoft SharePoint offers a wide range of tools to help teams share information and work together more effectively in a SharePoint environment.

You can create team sites for different departments or projects, and use them to store and organize documents, track tasks, and share updates in real-time.

And with features like version control and co-authoring , you can ensure that everyone is working on the same version of a document and avoid the headache of endless email chains.

SharePoint’s collaboration features allow co-authoring and enable users to create SharePoint sites, access shared documents, quickly share updates, and provide feedback.

The platform also offers customizable permission settings, so you can control who has access to specific documents in your SharePoint site.

2. Content Management

With a SharePoint site, users can easily create, upload, and store documents in a centralized document library. Users can also use integrations with MS Teams to further improve communication.

A SharePoint home also offers version control, so you can keep track of changes and ensure that everyone is working with the most up-to-date information.

3. Automation of Workflows

A SharePoint site is for more than just a document management system. It also offers powerful business process automation capabilities, allowing you to streamline workflows and automate repetitive tasks.

SharePoint workflows are customizable and can automate tasks and streamline processes. For example, you can set up a workflow to approve documents, send notifications, onboard employees, or collect feedback.

And with its integration with Power Automate (formerly Microsoft Flow), you can even automate processes beyond your SharePoint site and across different apps and services.

4. Social Features

SharePoint also offers social features to create communication sites where you can connect with colleagues and share knowledge across your organization.

You can use the social tools to create SharePoint environments that function as communities of practice, where employees can share ideas and best practices and collaborate on projects.

4. Business Intelligence

And let’s not forget about business intelligence! With SharePoint, you can create powerful dashboards and reports to help you make data-driven decisions across multiple servers.

You can use SharePoint’s built-in analytics and reporting tools and also integrate your project server with Power BI to create interactive visualizations and insights.

SharePoint’s powerful search capabilities allow users to quickly find the content they need, whether it’s a specific document, a project site page, or a colleague’s profile.

These are just a few of the core features that make SharePoint an essential tool for modern workplaces. But, did you know that there are different versions of SharePoint available, each with different capabilities?

In the next section, we’ll explore the different versions of SharePoint, from SharePoint Online to SharePoint Server, so you can discover which one is right for your organization.

SharePoint Versions and Pricing

This section covers the different versions of SharePoint and how they cater to various organizational needs.

There are a variety of versions available, but the two that are under active development are the online and on-premises versions: SharePoint Online and SharePoint Server.

SharePoint Online

SharePoint Online is the cloud-based version of the platform that’s included in Microsoft Office 365 subscription plans and can be accessed via the SharePoint mobile app.

It’s perfect for organizations that want to enjoy the benefits of SharePoint without the hassle of managing their own SharePoint servers.

With SharePoint Online, users can access all the features of SharePoint from any device (including mobile devices) with an internet connection and a web browser, making it a flexible and convenient option for modern workplaces.

Some advantages of SharePoint Online include:

Accessible from any device with an internet connection

No need to manage your own servers or web parts

Automatic updates and new features

Integration with other Microsoft Office 365 apps

SharePoint Online is available as part of a Microsoft Office 365 subscription . The price varies depending on the subscription plan you choose, but SharePoint Online is included in all plans except for the basic Microsoft Office 365 Business Basic plan.

SharePoint Server

SharePoint Server is the on-premises version of SharePoint that can be installed on your organization’s servers.

It offers all the features of SharePoint Online, plus additional customization options and control over data storage and other security controls.

Using SharePoint on-premises is ideal for organizations that need complete control over their SharePoint environment or create websites with specific security and compliance requirements.

Some advantages of SharePoint Server are:

Full control over data storage, document libraries, and security

Additional customization options for SharePoint sites

Integration with other SharePoint on-premises systems

More flexibility in deployment options

SharePoint Server 2019 is licensed per server and per user or device accessing the server. There are two licensing models available : the Standard CAL (Client Access License) and the Enterprise CAL.

The Standard CAL provides basic SharePoint features, while the Enterprise CAL includes more advanced features like business intelligence and enterprise search.

SharePoint Foundation and SharePoint Designer

These two deserve honorable mentions. They are both free tools that are no longer under active development and may even disable product features found in future versions; however, some versions still work on modern operating systems.

SharePoint Designer is typically used by advanced users or developers who want to create custom workflows and solutions on top of SharePoint.

SharePoint Foundation, on the other hand, is a free, entry-level version of SharePoint that can be used for basic, document sharing, management and collaboration.

It’s a great starting point for beginners and small organizations that don’t need all the features of SharePoint Online or SharePoint Server, but still want to enjoy benefits like file sharing.

Some advantages of SharePoint Foundation include:

Free to use

Basic document management and collaboration capabilities

Easy to set up and use

Now that we’ve covered the different versions and pricing options, let’s explore another important aspect of SharePoint: its integration with other Microsoft products.

SharePoint can be integrated with products like Teams, OneDrive, and Power Platform can greatly enhance its functionality.

In the next section, we take a closer look at how SharePoint integrates with these products and how it can improve your organization’s productivity and collaboration. So, let’s dive in!

Integration with Microsoft Ecosystem

Integration with other Microsoft products is a major benefit, as it provides seamless collaboration, streamlined workflows, and a modern experience.

In this section, we take a closer look at some of the key Microsoft products that integrate with SharePoint.

Microsoft Office 365

As a part of the Office 365 ecosystem, SharePoint seamlessly integrates with other productivity tools, such as Excel , Word, and PowerPoint . This allows you to access and share documents in real time, ensuring that your team stays on the same page.

By incorporating SharePoint within the Office 365 suite of services, your organization business users can benefit from:

Centralized file storage with secure access control

Collaborative and streamlined team communication

Flexible and customizable team site design

Microsoft Teams

Microsoft Teams is a collaboration platform that enables teams to chat, share files, and collaborate on projects in real time. Teams integrates with SharePoint, enabling users to access SharePoint files and documents directly from the Teams interface.

By integrating with Microsoft Teams, you can:

Easily access up-to-date documents shared with your team

Collaborate on documents simultaneously with other team members

Track revisions and maintain version history

Power Platform

SharePoint interacts with Microsoft Power Platform tools , such as Power Automate , Power Apps, and Power BI . By leveraging Power Platform capabilities, you can add custom automation, app solutions, and data visualization to your SharePoint communication sites.

With Power Platform integration, you can:

Create automated workflows between SharePoint and other apps and services

Build custom apps to manage and display SharePoint data

Generate powerful data visualizations with Power BI

The integration with the Microsoft ecosystem empowers you to unlock the full potential of SharePoint, creating endless possibilities for collaboration and innovation within your organization.

In the next section, we’ll take a closer look at some potential real-world use cases of SharePoint. Let’s go!

Microsoft SharePoint Use Cases

As you now know, SharePoint is a versatile platform with a wide range of use cases across different industries and is a favorite in so many organizations. Below are some of the most common use cases for SharePoint:

Document management : SharePoint’s document management system capabilities are among its most popular features. Organizations can use SharePoint to store, organize, and manage documents from different data sources, ensuring that team members can easily access and collaborate on the latest version of a document. SharePoint’s version control and check-in/check-out features help prevent conflicts and ensure that team members are always working, whether on-premises or online with the latest version of a document.

Intranet and portals : SharePoint can also be used to create standalone intranet sites and portals for internal communication, sharing information, modern web parts, and collaboration. Intranet sites can be customized to include news, events, wikis, and important announcements, as well as company policies and procedures. Its built-in search capabilities make it easy for an end user to quickly find sensitive information stored on-premises.

Project management: SharePoint’s project management capabilities can help teams manage projects from start to finish. Teams can use SharePoint to create project site pages, assign tasks, track progress, modify site structure, and collaborate on project documents on a single server. Its integration with other Office 365 products and Office applications, such as MS Teams and Planner, can also enhance project management capabilities.

Business process automation: SharePoint’s integration with Power Automate (formerly known as Microsoft Flow) enables users to automate repetitive tasks and processes. You can use a SharePoint farm together with Power Automate to automate workflows, such as document approval processes, with a large file support.

SharePoint has a wide range of use cases, and these are just a few examples. No matter your organization’s needs, the platform, together with SharePoint add-ins, can help improve productivity and audience targeting and streamline workflows.

The Bottom Line

SharePoint is a powerful and versatile platform that helps organizations and business connectivity services improve productivity and enhance collaboration.

With its intranet and portal features, Office 365 application integrations, project management tools, web parts, and access services and business process automation capabilities, SharePoint one-stop shop of solutions for organizations of all sizes and industries.

Furthermore, SharePoint’s integration with other Office 365 products and Office services, such as MS Teams, OneDrive, Outlook, and Power Automate, makes it an even more valuable web application for enhancing your workflow.

And, with various pricing options and deployment models available, it can be tailored to suit the needs and budget of any organization.

Whether you’re a small business looking to streamline business processes, or a large enterprise looking to improve teamwork, internal communications, and collaboration across departments and locations, SharePoint is a platform worth considering.

To learn more about the benefits of using SharePoint as a web application, check out the tutorial below:

Related Posts

Adding SharePoint Files To Your Computer

MS SharePoint

In this tutorial, we’ll talk about how we can add and sync up our SharePoint files or document...

How to Create an Auto-Incrementing Number Field in a SharePoint Online List

Creating an auto-incrementing number field in a SharePoint Online list can be an incredibly useful...

Export SharePoint Lists To Excel Or CSV File

In this blog, we’ll discuss how to export SharePoint lists in two ways: exporting to an Excel file and...

SharePoint Templates For Document Libraries

Templates are prebuilt designs that we can use to standardize a certain layout. In this tutorial, we’ll...

SharePoint Lookbook: All You Need to Know

Ever stumbled upon a well-designed SharePoint site and wondered how it was created? The secret might...

SharePoint List Alerts Setup

In this blog, we’ll discuss the process of setting up your SharePoint list alerts for individual items...

What Type of Service is SharePoint Online? A Complete Guide

In an era where digital collaboration and efficient document management are pivotal to success,...

How to Connect SharePoint Online to PowerShell: 3 Easy Steps

MS SharePoint , PowerShell

As SharePoint Online continues to empower businesses seeking seamless document management, team...

How to Edit a SharePoint Page: A Step-by-Step Guide

Are you working in SharePoint and looking to edit a page? Great, you're in the right place. Whether...

How to Move Files in SharePoint: Top 4 Methods Explained

Struggling to move Files in SharePoint? Don't worry, we've all been there. Knowing how to move files...

How to Create Workflows in SharePoint: Step-by-Step Guide

Ever wondered how you can make your team's work processes more efficient and error-free? SharePoint...

How to Download from SharePoint: A Quick & Easy Guide

Ready to download from SharePoint? Don't worry; it's easy and can be done in 4 simple steps. To...

How to Use Sharepoint: The Definitive Guide for Newbies

Last Updated on October 20, 2023

Do you want to learn how to use SharePoint? It may seem a little complicated at first.

But like anything else, you can learn it to be able to use it to connect and collaborate with others in your team or company.

In this article, you will learn the fundamentals of SharePoint and how to use it.

Table of Contents:

How to get Microsoft SharePoint?

The sharepoint home page, another method to add members to team site, how to create a communication site, how to upload files to a sharepoint site, how to create lists, list web part, form web part, countdown timer web part, twitter web part, how to edit section layouts, how to edit web part layouts, how to edit top-level navigation, how to create a news post in sharepoint, how to manage who has access to sharepoint site, how to integrate microsoft teams and sharepoint, what is sharepoint.

Microsoft SharePoint is a Microsoft product that allows organizations to create a website that can act as the organization’s intranet.

You can also easily customize it even if you don’t have any coding know-how.

It can also help you out in setting up a document repository where you can upload your files and makes it possible to work with your colleagues, check the news, and organize, share, and store access information.

Creating and sharing calendars, lists, publishing news to inform members of the site are only some of the features that you can utilize when using Microsoft SharePoint.

Related : How to Create Calendar Overlay in SharePoint Online

With all that said, why don’t we get right to it and look at how we can get started with SharePoint.

SharePoint is available on any Microsoft 365 work or school account.

Once you have logged into your Microsoft 365 account, you can find SharePoint on one of the icons on the navigation bar (it’s on the left-most side of the main screen where the icons are lined up).

Another alternative is by clicking the app launcher.

On the top-left corner of the homepage, you can create a site on your intranet. (Check the guide below on how to do exactly that.)

You can check any updates or news on any of the SharePoint sites that you have subscribed to at the center of the main homepage.

One convenient feature that you can immediately try here is putting articles you want to read later into your “Saved for Later” list.

You can do this by clicking on the bookmark icon found at the bottom of the article.

A filled bookmark means that it is already in your list while a white bookmark means you haven’t placed it in the list.

Immediately below that is where the SharePoint sites you frequent can be seen. You can also check the latest updates and activities on those sites which greatly helps you keep up-to-date.

Clicking on the star icon on the top right corner of the site will add it to your following list when you need an even quicker way of getting to that site.

The list of SharePoint sites you’re following can be found at the topmost section of your sidebar.

Once you’re familiar with the home page, it is now time to create your site.

Sign up for exclusive updates, tips, and strategies

How to Create a Sharepoint Site

With SharePoint, you can create various types of sites for your organization.

Recent SharePoint updates rolled out modern pages — those that make use of the new Microsoft 365 looks. It’s also becoming clearer that modern SharePoint sites are the future.

It’s also possible to transform classic sites into a modern experience. Check out this guide to learn more .

This guide focuses more on the modern sites that you can create — team site and communication site.

Related : How to Create a SharePoint Online Project Site: Step-By-Step

How to Create a SharePoint Team Site

SharePoint team sites connect you and your team to shared content and resources for your organization.

You can use team sites to store and share your files shared with your team and create and manage lists of information .

To get started, do this list of steps first:

• Click the home button on the left-hand sidebar (to go to the SharePoint start page)
• Click “Create site”
• Select the option for team site

Related : How to Create a SharePoint Site From Template: Full Tutorial

The next step is to define the details of your team site .

Write down the name of your team site and it will set up a group email address where members of your team will have a shared inbox, calendar, planner, and OneNote so your team can collaborate effectively.

The site address is also provided so your team can jump to your site when they use the data on that field.

Once you’ve finalized the details, click on “Next” to continue.

Then, you can add either additional owners or members to your website.

It is also possible to add members and additional owners later so you can also skip this by clicking on “Finish” once you’re done.

While you create the team site, you may not have the correct list of members yet. In SharePoint, you can always add more members to your team site anytime you need.

The site’s home page (in the upper-right corner) will inform you of the current number of members.

To add members, simply click on the member count and you will see a button for adding more members.

Once you click on it, you can add a member by name or email address .

Communication sites are used to broadcast information to a broad audience.

Typically, there will only be a small set of members who will contribute to the content which is consumed by a much larger audience.

• Select the option for communication site

Then, choose a design from the drop-down list and define the details of your communication site.

Write down the name of your communication site and it will set up a site address so your team can jump to your site when they use the data on that field.

Once you’ve finalized the details, click on “Finish” to continue.

The methods described above are ways to create modern sites manually.

On the other hand, you can also create modern sites using PnP PowerShell. If you want to learn how to do it, check out this step-by-step guide .

Whether it’s a team site or a communication site, you can upload any file in the documents section of that SharePoint site.

The way it works is simple — you can drag the files in the documents section directly from your computer folder.

You can also do it from your browser by clicking on the “Upload” button and specify what you want to upload (file, folder, or template).

It will then open a window where you can select what you want to upload.

SharePoint has a database feature called “lists”. It’s essentially a table or a spreadsheet that contains a collection of data with some kind of structure.

You can create a list straight from the home page of your site.

On the home page of your site, click “New” and select “List” from the options.

A new window will then appear where you can select whether you want to start with a blank list, export from Excel, from an existing list, or select from a bunch of templates.

All the steps after that are straightforward.

For instance, if you decide to create from scratch, you will have to name your list first (required) and add a description of what your list is all about (for other users and for yourself, in case you forget).

Note that it’s important to add metadata to the documents and files in your list so that you will be able to find them faster in the future.

For this, you need to learn more about how to create list validation in SharePoint.

How to Add Web Parts on SharePoint Pages

Web parts are, what you might call, the widgets you can add to your SharePoint site. Adding web parts requires you to be in edit mode.

You can easily get to this mode by clicking on the “Edit” button found at the top right of the page you want to modify.

To add a web part, all you have to do is hover your mouse over where you want to add a specific web part until you see a line with a circled plus icon as shown below.

Click the plus icon and select the web part to add.

Here are the most usual web parts to add:

The list web part will allow you to embed a SharePoint list on the page.

Assuming that you’re already in edit mode and you are ready to add a web part, you can find the list web part manually or by using the search function.

Related : Search Guide: SharePoint Search Tips and Tricks Overview

After that, SharePoint will provide you with a list of all your lists. Select the list you want to show.

You can then save it as a draft or republish the page directly to have the changes reflected immediately.

The form web part will allow you to embed a form to the page.

Assuming that you’re already in edit mode and you are ready to add a web part, you can find the form web part manually or by using the search function.

You will then be able to add a new form or an existing one.

Note that the form must be created with Microsoft Forms with the same account.

If you choose to create a new form, you will be asked to give it a name and finish the rest on Microsoft Forms.

By the way, if you work with multiple languages, you can also choose to make a multilingual form in Microsoft Forms .

Though the default sections will be auto-translated, you will still have to do translate the actual questions.

If you add an existing form, you will need to provide the form’s web address and select whether or not you want to show the form results or collect the responses only.

Save it as a draft or republish the page directly to have the changes reflected immediately.

The countdown timer web part will allow you to embed a countdown to an event on the page.

Assuming that you’re already in edit mode and you are ready to add a web part, you can find the countdown timer web part manually or by using the search function.

You can then add a title and a description to your countdown timer.

To edit the date and time of the countdown, click on the edit web part icon first on the left side and make changes from the right-side pane.

Aside from the date and time, you can also choose to add a call to action on your countdown timer and even add a link that visitors can click on.

Once you’re done, save it as a draft or republish the page directly to have the changes reflected immediately.

The Twitter web part will allow you to embed tweets relevant to your users and visitors.

Assuming that you’re already in edit mode and you are ready to add a web part, you can find the Twitter web part manually or by using the search function.

After that, you must provide the Twitter username or the link to the tweet .

You can also customize settings including showing the Twitter header, displaying dividers, theme color (light or dark), and the maximum number of tweets to show.

Aside from the four web parts explained above, there are a lot more you can use on a page including Bing maps, connectors, file viewer, and so much more.

To view the whole list and some information on each, check out this article from Microsoft .

How to Edit Web Part and Section Layouts

A section represents the space occupied by a single web part or a group of web parts.

Changing the layout of the web parts and the section is a great way to organize the details of your site and change the layout to your liking.

Before you can edit the layout of a web part and a section, you must be in editing mode first (like when you are adding a web part as described in the earlier section of this article).

To edit the layout of a section, select the section you want to edit and click the edit web part icon on the right bar.

You will then be presented with five options:

• Two columns
• Three columns
• One-third left
• One-third right

Choose the layout that you prefer (and the section background shading if you want). Save it as a draft or republish right away to have the changes take effect immediately.

To edit the layout of a web part, select the web part you want to edit and click the edit section icon on the right bar.

Now, different web parts will have different layouts available.

For instance, images have different sizing scaling options , which might affect the image aspect ratio for various web parts available and their layouts.

Below, you can see that the events web part only has two layouts (while others like the image web part can have five or six layouts).

To change the layout of the web part, simply choose the layout you prefer. Save it as a draft or republish it right away to have the changes take effect immediately.

Related : How to Prevent Users From Editing SharePoint Pages (Guide)

How to Change the Overall Page Look

If you don’t like the default look of your SharePoint site, you can always change it up.

At any point in your site, simply click on the gear icon at the upper-right of the screen and select “Change the look” .

You will then be able to make changes to the theme, header, navigation, and footer of your site.

Click on each one to expand their settings and make the necessary changes.

Don’t forget to click “Save” when you’re done.

Note that for the themes available, there are only a few of them.

If you don’t like the pre-selected themes, you can always create and deploy a custom theme for your SharePoint modern sites.

Both team and communication sites have a top-level navigation menu so you can get to different places on your site quickly.

What you may not know is that you can edit the navigation and reorder the links or add new ones.

To do so, find the top-level navigation menu first.

• For communication sites, it’s most likely at the top of the site.
• For team sites, you will find it on the left side of the site. Once you find the menu, click on the edit button .

To change the order of the links, click and hold on a link and drag it upward or downward .

To add a new link, hover on a space until you see the familiar bubbled plus icon. Click on it and provide the information required .

Click OK on the dialogue box and save the changes on the top-level navigation menu.

If you want to share news and interesting stories (or other article-type content) with your team and colleagues, SharePoint makes it easy with the news feature.

Fortunately, it’s easy to create an eye-catching post without any technical or coding experience.

The simplest way to create a news post in SharePoint is through the home page of your site (for both teams and communication sites).

From there, click “New” and select “News post”.

This will then open a dialog box where you can select a template for your news post.

• Blank: Start from scratch
• Visual: More focus on images
• Basic text: Two-column template with emphases on text

Don’t forget to click on the button below to continue creating the post.

Then, add content to your news post by writing it yourself or copy-paste the text from another word processor.

If you like, you can also add web parts and design them however you like while adhering to the template’s formatting. 

Once you’re ready to publish, click on the “Post news” button at the top right corner of the site.

When you’re running a SharePoint site, it’s important that you take its security seriously.

If not, you run the risk of leaking confidential information to uninvited parties. Fortunately, this is easy to implement.

On your SharePoint site, click the gear icon at the top-right corner and select “Site permissions” from the options.

On the right pane, you will then be able to view the current permission access and share the site.

Once you share the site, you will then be able to change their access.

Note that in some instances, you may need to tinker with SharePoint’s external sharing settings .

It’s also possible to integrate Microsoft Teams with SharePoint.

Naturally, you must already have a team on Microsoft Teams. If not, make sure to do it first. Check this tutorial that will walk you through the basics.

To proceed, select the team channel that you want to integrate with SharePoint.

To the right of the channel name, click on the plus button to add a new tab. On the tab selection, find and select the SharePoint tab .

After you select the SharePoint site that you want to integrate with your team in Microsoft Teams, both applications will not be integrated.

With this, your team will be able to collaborate and communicate directly.

These are just some of the things to get you started in using SharePoint. Getting used to the Microsoft SharePoint environment is one sure way to help you and your team to get the job done.

That’s it! If you have more questions regarding SharePoint and other Microsoft products, feel free to leave a comment or send me a direct message through my contact page .

• Microsoft 365

Welcome to the new era of SharePoint and OneDrive in Microsoft 365

• Jeff Teper, President, Collaborative Apps and Platforms

We have embarked on the next chapter for SharePoint and OneDrive. We are excited to share the latest SharePoint innovations that will make it simpler for customers to build compelling and engaging SharePoint sites and pages alongside a refreshed OneDrive experience. We, too, celebrate innovation across Microsoft Lists, Stream, and security and compliance updates.

Since its start in 2001, our vision for SharePoint has always been to be the world’s most flexible content platform, offering you rich experiences for collaboration, compliance, and customization. SharePoint is growing faster than ever—we now have crossed over 200 petabytes per month powering new experiences across Microsoft 365, OneDrive, Microsoft Teams, Microsoft Stream, Microsoft Lists, Microsoft Loop, Microsoft Syntex, and more.

We have been busy with exciting news and announcements across Microsoft 365 Copilot , the Microsoft Loop app (preview) , the new Microsoft Teams (preview) , Copilot in Microsoft Viva , and Microsoft Security Copilot . Now, we are introducing Copilot in SharePoint , which helps you turn your existing content into stunning SharePoint pages. And, we have more to share below.

We are pleased to share details about:

• SharePoint in the AI era.
• Design video throughout SharePoint with Microsoft Stream.
• The new OneDrive: fast, organized, and personalized.
• Collecting and packaging information with Microsoft Lists.
• OneDrive and SharePoint content administration and security.

Each month, we deliver dozens of improvements for users, developers, and admins to Microsoft 365. Below is a summary of the next major wave we shared at the Microsoft 365 Conference (May 2 to 4, 2023).

Copilot in SharePoint

Learn all about SharePoint in the AI era as well as innovations for content creators.

SharePoint in the AI era

SharePoint is simplifying the experience for content authors. The future of SharePoint brings powerful, intuitive, and expressive experiences with fewer manual steps and the help of AI. The vision aims to unleash millions of site owners, news authors, page creators, and portal administrators to write, brand, publish, and share content with ease.

Introducing Copilot in SharePoint

Copilot in SharePoint helps turn your words into powerful tools for creating and editing SharePoint sites and pages. It’s built on the Copilot System , which combines the power of large language models with your data in Microsoft Graph. And all within our existing commitments to data security and privacy in the enterprise.

As your web design partner, Copilot in SharePoint also takes your existing document or presentation and turns it into a page that uses the best web design visuals of SharePoint. It can help you rewrite key passages of text on the page too, helping you strike just the right tone that will drive engagement with your readers.

Build more compelling and engaging sites aligned to your brand

Employees have elevated expectations for engaging and beautiful digital experiences, and that’s why we’re expanding the aesthetic capabilities of SharePoint to empower you to make pages and sites that are bolder and more sophisticated than ever before.

Our investments focus on the full spectrum of solid web design: branding and theming, typography and fonts, grid and layout, video and imagery, and animations and motion. You can use Copilot in SharePoint to have confidence that your sites are taking advantage of all the latest design elements.

Here’s a peek at the “art of the possible” with SharePoint’s contemporary design and branding capabilities.

Brand authenticity is critical to the SharePoint experience. The new brand center in SharePoint empowers you to specify fonts, colors, logos, and other design elements that reflect the identity of your organization, products, subsidiaries, and more. You can reuse these branding elements across sites, and SharePoint will provide the right guardrails so you can be confident that site owners are aligning with your branding guidelines.

These are just a few of the announcements that make it easier for everyone to design compelling and engaging SharePoint sites and pages. Learn about everything announced in SharePoint in the AI era: Announcing Copilot in SharePoint and 10 more innovations for content creators .

Design video throughout SharePoint with Microsoft Stream

The Microsoft Stream video playback experience has undergone some notable enhancements that will benefit users by making the video content more visible and usable where and when they need it. The web app player includes enhanced features such as transcripts, captions, chapters, sharing, background noise suppression, variable speed playback, and analytics. Our goal is to provide you with two video innovations that will help you make the most of your video content and reduce its time-to-market potential.

Microsoft Stream web part updates

The updated Microsoft Stream web part displays single and multiple videos on SharePoint pages—with folders and playlists.

Video page templates

Make it easier than ever to produce professional video content for your intranet. The new video-focused page templates help you publish professional content whether you start from SharePoint or Microsoft Stream. 

If you need to create a piece of content where the video is the hero element, like highlighting the recording and content from a town hall meeting, you can use the new video page templates. You can create video pages not only from SharePoint but also from Microsoft Stream, making it easy to start right from the video itself.

Learn more about enhanced video in Microsoft 365 .

The new OneDrive: fast, organized, and personalized

OneDrive gives you the freedom of anywhere access and file collaboration backed by world class security and compliance. We are excited to announce a refreshed OneDrive experience for work and school that spans file experiences across Microsoft 365. It’s designed to help you get to your files quickly and keep content organized—giving you faster access to your content so you can be more productive.

Beautiful, refreshed OneDrive

Home, people, and meetings views to get back to your work quickly.

The new OneDrive start experience is aware of how you work and infuses AI to help you work more efficiently. OneDrive helps find the right file, resume your work, and catch up on what happened while you were away. Whether you click on Home to see recent and recommended files or navigate to a view of files based on who shared them with you, or a unique view of content tied to your meetings—OneDrive becomes more personalized and will save you time.

Simple sharing across all Microsoft 365 apps

OneDrive is simplifying the file-sharing experience across Microsoft 365 apps. It’s less cluttered and easier to use. We’ve also updated the “copy link” experience, so you see clear, temporary, on-screen confirmation—saving you a click. Share a link with confidence and consistency.

Learn more and Experience the new OneDrive: Fast, organized and personalized .

Collect and track information with Microsoft Lists

Microsoft Lists helps unlock your team’s full potential, keeping everybody organized and moving forward—together. Microsoft Lists enables teams of all sizes to track progress, share resources, and organize information through the flow of work. We’re pleased to share how your smart information tracking app in Microsoft 365 is getting faster, smarter, and easier to use. This is an opportunity for us to introduce new forms for cleaner information gathering, improve overall performance, and enable richer packaging options.

Updated forms for information collection inside and outside your organization

The foundation of Microsoft Lists is the data you track and manage. And it starts at the point of collection: collecting feedback, reporting issues, planning events, and many other scenarios—often from multiple stakeholders. Now, we are making it easier to collect information through modern forms. You can create and share multiple forms for the same list—for example: one for internal members and one for external guests.

All form responses appear at once, creating a seamless, end-to-end information-gathering and tracking experience.

Performance enhancements and updated user experiences

We’ve supercharged Microsoft Lists in the browser, for the progressive web app, and inside Microsoft Teams—to load in half the time. At the top of the page, you’ll see new applied filters—to see what you’re filtering and to clear filters fast, item groupings, and create and switch views in a simplified way. And to see who is collaborating, Microsoft Lists now shows you who’s working inside the list and where—in real time.

Complete, custom templates—now with automation built in

We’re bringing powerful new capabilities to Microsoft Lists templates. Coming soon, you’ll be able to package Microsoft Power Automate flows into custom Microsoft Lists templates. Start your lists with less setup time—packaging the repeatable value of structured data, custom views, and automatic workflows. This enables turnkey business applications that anyone can create in just a few clicks—your custom templates alongside those provided by Microsoft.

Learn more about Microsoft Lists: Easier, better, faster, stronger . 

OneDrive and SharePoint administration and security

Microsoft syntex: sharepoint advanced management (sam)—oversharing policies.

Oversharing of content is another common concern in many organizations. Despite the right intent, users mistakenly share content with a broader audience that often results in unauthorized access to content. Especially as hybrid work and external collaboration become business existential themes, oversharing problems expand to a new level.

We are excited to announce that SharePoint data access governance insights is generally available. With these insights, regardless of how many sites are in your organization, you can view the top sites that are overshared and that matter the most and take actions on them.  

We are also excited to announce that restricted access control policy for SharePoint sites is generally available. With this advanced policy, you can now restrict access to any SharePoint site, be it connected with Teams or Microsoft 365 Groups, only to the existing members of the parent Microsoft 365 group or a security group. 

Learn more about SharePoint Advanced Management (SAM) and the SAM licensing . 

SharePoint Mergers and Acquisitions—cross-tenant content migration 

For many organizations, mergers and acquisitions and divestitures are investments to streamline growth. This often comes with the need to transfer the ownership of data between Microsoft 365 tenants. As two or more companies merge, the SharePoint Mergers and Acquisitions offers fast and efficient cross-tenant site content migration. OneDrive and Exchange in Microsoft 365 mailbox content migration is already generally available. 

We are excited to announce the preview of SharePoint cross-tenant content migration that enables scenarios like mergers and acquisitions. It enables SharePoint admins to move sites across two tenants fast, while at the same time offering seamless user experience such that old sharing links continue to work. 

To sign up,  enroll here .  

Learn more about the New era of content management and security in SharePoint and OneDrive .

Responsible AI at Microsoft

Microsoft is committed to creating responsible AI by design. Our work is guided by a  core set of principles : fairness, reliability and safety, privacy and security, inclusiveness, transparency, and accountability. We help our customers use our AI products responsibly, sharing our learnings, and building trust-based partnerships. For these new services, we provide our customers with information about the intended uses, capabilities, and limitations of our AI platform service so they have the knowledge necessary to make responsible deployment choices.

Looking forward to seeing you in the future

Events are wonderful places where we can hear from you, understand how you are doing, and focus on how we can help. We are so grateful that the best community in tech (spanning SharePoint, Teams, Microsoft Power Platform, and more)—you continuously rise to the occasion across in-person and virtual community events around the world. Thank you for sharing your knowledge and fostering meaningful connections in this community we all love. We’ve taken a step forward to help and support more—we call it Community Days —a front door for events around the globe, driven by your voice, supported by Microsoft. Review upcoming events and submit your own, and see you soon.

Also, keep an eye out for exciting and related news during Microsoft Build (May 23 to 25, 2023). It’s an exciting moment for solution builders and developers alike to expand and customize your intranet.

Thank you for using OneDrive and SharePoint, we are delighted to introduce the many ways your internal communications and content creation become more personalized, intuitive, and helpful. We look forward to hearing from you and helping you get the most out of OneDrive and SharePoint.

How to Integrate SharePoint Into PowerPoint

Integrating SharePoint with PowerPoint can bring numerous benefits to your presentations and enhance collaboration among team members. In this comprehensive guide, we will explore the reasons why you should integrate SharePoint with PowerPoint, understand the benefits it offers, and provide you with a step-by-step guide to seamlessly integrate these two powerful tools. Additionally, we will examine the various integration options available, share best practices and tips for a successful integration, address common challenges, and discuss how to synchronize SharePoint content with your PowerPoint presentations. Finally, we will cover topics such as maximizing efficiency, customizing SharePoint content within slides, streamlining document management, utilizing SharePoint libraries and lists, enhancing data visualization, and ensuring security considerations when integrating SharePoint into PowerPoint.

Table of Contents

Why Integrate SharePoint with PowerPoint?

Integrating SharePoint with PowerPoint brings a myriad of advantages that can truly transform the way you create and present your slides. One of the primary reasons to integrate these two tools is the seamless collaboration it enables. By leveraging SharePoint’s robust features such as document libraries, version control, and co-authoring capabilities, you can effectively work with your team members on a presentation, ensuring everyone has access to the latest content and can contribute in real-time. Additionally, SharePoint’s integration allows for centralized storage and easy sharing of PowerPoint files, eliminating the need for multiple file versions and reducing the risk of confusion or content duplication.

Understanding the Benefits of SharePoint Integration in PowerPoint

When it comes to enhancing your PowerPoint presentations, integrating SharePoint offers a plethora of benefits. Firstly, SharePoint provides a powerful platform for organizing and managing your content, which can be seamlessly incorporated into your slides. By embedding SharePoint documents, web parts, and lists directly into your presentations, you can ensure your audience has access to the most up-to-date information without having to switch between applications. Furthermore, SharePoint integration enables you to leverage its advanced features, such as workflow automation, data visualization, and business intelligence, to enhance the overall quality and impact of your presentations. This integration also facilitates the consolidation of data from various sources, allowing you to create dynamic and interactive slides that leave a lasting impression on your audience.

Step-by-Step Guide to Integrating SharePoint with PowerPoint

Integrating SharePoint with PowerPoint may seem like a daunting task, but with our step-by-step guide, you’ll be able to seamlessly incorporate the functionality of both tools into your workflow. Before diving into the integration process, it’s important to ensure that you have the necessary permissions and access to both SharePoint and PowerPoint. Once you have confirmed this, follow these steps:

• Step 1: Open your PowerPoint presentation and navigate to the slide where you want to integrate SharePoint content.
• Step 2: Go to the “Insert” tab in PowerPoint’s ribbon and select “Web Page” from the “Online Pictures” or “Add-ins” section.
• Step 3: In the dialog box that appears, enter the URL of your SharePoint site or specific page where the content you want to include resides.
• Step 4: Customize the display settings, such as the size and position of the embedded content, and click “Insert” to finalize the integration.
• Step 5: Save your PowerPoint presentation to ensure the integration is retained.

By following these simple steps, you can seamlessly integrate SharePoint content into your PowerPoint presentations, allowing for a more dynamic and collaborative experience.

Exploring the Integration Options for SharePoint and PowerPoint

When integrating SharePoint with PowerPoint, you have multiple options at your disposal to customize the level of integration and enhance the functionality of your presentations. One option is to embed SharePoint documents directly into your slides. This allows you to display Word documents, Excel spreadsheets, or PowerPoint files within your presentation, ensuring the content is easily accessible without the need to switch between applications. Another integration option involves using SharePoint web parts to showcase dynamic data or visualizations, such as charts or graphs, that can be updated in real-time. Additionally, you can leverage SharePoint’s list functionality to display data tables or lists within your PowerPoint slides, providing a comprehensive view of relevant information.

Leveraging SharePoint Features in PowerPoint Presentations

Integrating SharePoint into PowerPoint not only allows you to access and display SharePoint content but also enables you to leverage its powerful features to enhance your presentations. One key feature is SharePoint’s workflow automation, which enables you to streamline processes and improve efficiency. By incorporating workflow-driven actions into your slides, you can automate tasks, such as content approvals or document routing, directly within your presentation. Furthermore, SharePoint’s business intelligence capabilities can be utilized to create visually appealing and interactive slides that showcase data analytics or key performance indicators. By integrating these features into your PowerPoint presentations, you can effectively communicate complex information and engage your audience in a more impactful manner.

Enhancing Collaboration with SharePoint Integration in PowerPoint

Integrating SharePoint with PowerPoint greatly enhances collaboration among team members, enabling seamless content creation and sharing. Through SharePoint’s co-authoring capabilities, multiple individuals can work simultaneously on a presentation, making real-time edits and updates. This feature promotes collaboration, as everyone can contribute their expertise, provide feedback, and ensure the presentation reflects the collective knowledge and insights of the team. Additionally, SharePoint’s version control ensures that the most recent version of the presentation is always accessible and enables efficient tracking of changes. By utilizing SharePoint integration in PowerPoint, you can foster a collaborative environment that maximizes the productivity and creativity of your team.

Best Practices for Seamlessly Integrating SharePoint into PowerPoint

To ensure a seamless integration of SharePoint into PowerPoint, it is essential to follow best practices that optimize the functionality and effectiveness of the integration. Firstly, it is crucial to structure your SharePoint site and content in a logical and organized manner. By creating consistent naming conventions, folder structures, and metadata, you can easily locate and link SharePoint content within your presentations. Additionally, it is recommended to regularly update and maintain your SharePoint content to ensure that any changes or revisions are reflected accurately in your PowerPoint slides. Finally, consider providing appropriate permissions and access levels to team members, ensuring they can collaborate effectively on the integrated content while maintaining data security and confidentiality.

Tips and Tricks for a Successful SharePoint and PowerPoint Integration

Integrating SharePoint with PowerPoint can be a powerful tool for creating engaging and impactful presentations. To make the most of this integration, it is beneficial to consider a few tips and tricks. Firstly, ensure that the SharePoint content you integrate is relevant and adds value to your presentation. Select the appropriate documents, charts, or lists that support your message or provide additional insights. Additionally, consider using SharePoint’s metadata and tagging capabilities to enhance the searchability and discoverability of integrated content. This allows you to easily locate and update SharePoint content within your slides. Finally, regularly communicate and train your team members on the integration process and best practices to ensure everyone is familiar with the capabilities and benefits of integrating SharePoint with PowerPoint.

Common Challenges and Solutions for Integrating SharePoint with PowerPoint

While integrating SharePoint with PowerPoint brings numerous advantages, it can also present certain challenges. One common challenge is ensuring that the integrated content remains up-to-date and synchronized. To address this, it is important to establish a process for regularly updating and reviewing SharePoint content within your presentations, ensuring they reflect the latest changes or revisions. Another challenge is managing the permissions and access levels of the integrated content, especially when collaborating with individuals both inside and outside of your organization. To overcome this, establish clear guidelines and permissions for each individual or group, and leverage SharePoint’s granular security settings to control access to the integrated content.

How to Sync SharePoint Content with PowerPoint Presentations

Syncing SharePoint content with PowerPoint presentations is crucial to ensure that your slides always display the most up-to-date information. One way to achieve this is by using the SharePoint Online feature called ‘Embed Code.’ By embedding the content using this method, any updates made to the SharePoint content will automatically appear in the embedded area of your PowerPoint slide. However, it is important to note that this method requires an internet connection, as it relies on real-time data synchronization. Alternatively, you can periodically update the embedded SharePoint content manually by replacing it with the latest version, ensuring the information remains current in your PowerPoint presentations.

Maximizing Efficiency with SharePoint and PowerPoint Integration

Integrating SharePoint with PowerPoint not only enhances collaboration but also maximizes efficiency in content creation and management. By centralizing your PowerPoint files within SharePoint’s document libraries, you eliminate the need for multiple versions or copies, ensuring that everyone is always working with the most recent version. SharePoint’s version control feature allows for easy tracking and managing of document revisions, reducing the risk of confusion or content duplication. Additionally, SharePoint’s search functionality enables quick access to relevant content, reducing the time spent searching for specific slides or information. By leveraging these integration features, you can streamline your workflows and improve overall productivity.

Customizing SharePoint Content within PowerPoint Slides

Integrating SharePoint with PowerPoint also allows you to customize the SharePoint content within your slides, ensuring it aligns with the overall design and message of your presentation. To customize SharePoint content, such as documents or lists, you can leverage PowerPoint’s formatting options, such as font styles, colors, and background images. These customization capabilities enable you to maintain brand consistency or create visually appealing slides that engage your audience. Additionally, PowerPoint’s animation and transition features can be applied to SharePoint content, creating dynamic and interactive presentations that leave a lasting impact on your audience.

Streamlining Document Management through SharePoint Integration in PowerPoint

One of the significant benefits of integrating SharePoint with PowerPoint is streamlining document management processes. By storing your PowerPoint presentations in SharePoint libraries, you can take advantage of SharePoint’s robust document management features. These features include version control, document check-out/check-in, and document workflows, ensuring that your presentations are properly managed throughout their lifecycle. Additionally, SharePoint’s metadata capabilities allow for efficient categorization and searchability of presentations, making it easier to locate specific slides or content. By streamlining document management through SharePoint integration, you can enhance collaboration, ensure version control, and improve overall document organization.

Utilizing SharePoint Libraries and Lists in PowerPoint Presentations

SharePoint libraries and lists offer powerful functionalities that can be utilized within PowerPoint presentations, providing additional context or data to support your content. SharePoint libraries allow you to embed documents directly into your slides, ensuring that the content is readily accessible for both presenters and viewers. These documents can include specifications, guidelines, or supporting materials related to the presentation topic. SharePoint lists, on the other hand, enable you to display tabular data within your slides, such as project timelines, task lists, or contact information. By leveraging these SharePoint functionalities, you can enhance the quality and relevance of your PowerPoint presentations, creating a more comprehensive and informative experience for your audience.

Enhancing Data Visualization with SharePoint Integration in PowerPoint

Data visualization plays a crucial role in making complex information more accessible and understandable to the audience. By integrating SharePoint with PowerPoint, you can enhance data visualization capabilities within your presentations. SharePoint provides powerful tools such as Power BI and Excel Services that enable you to create interactive charts, graphs, and dashboards. These visualizations can be seamlessly embedded in your PowerPoint slides, allowing you to showcase data-driven insights and key performance indicators. Leveraging SharePoint’s data visualization capabilities ensures that your presentations are visually engaging and enable effective communication of quantitative information.

Collaboration Made Easy: Integrating SharePoint Features into PowerPoint Presentations

By integrating SharePoint features into your PowerPoint presentations, you can facilitate seamless collaboration and enhance the effectiveness of team projects. SharePoint offers a wide range of collaborative tools, such as discussion boards, surveys, and social features, which can be integrated directly into your PowerPoint slides. By embedding these features, you can promote interactive discussions, gather feedback, or conduct polls during your presentations. Additionally, SharePoint’s notification and alert capabilities can be utilized to keep team members informed about updates or changes within the integrated content. By leveraging these collaborative features, you can foster an interactive and engaging environment that facilitates effective teamwork and knowledge sharing.

Security Considerations when Integrating SharePoint into PowerPoint

Integrating SharePoint into PowerPoint requires careful consideration of security measures to protect sensitive data and ensure compliance with organizational policies. When embedding SharePoint content, it is essential to verify that the required permissions are set for individual files and folders. By following the principle of least privilege, you can restrict access to confidential information, ensuring that only authorized individuals can view or edit certain content. Additionally, consider enabling features such as information rights management to control the usage and distribution of PowerPoint presentations. Regularly update SharePoint’s security settings and educate team members on best practices for data protection to minimize the risk of unauthorized access or data breaches.

By following this comprehensive guide, you can harness the power of SharePoint integration in PowerPoint and transform your presentations into powerful communication tools. Whether you are looking to enhance collaboration, streamline document management, or leverage data visualization, integrating SharePoint with PowerPoint offers a range of benefits that can elevate the effectiveness and impact of your presentations. Embrace this integration and unlock the potential of both tools to create engaging and compelling PowerPoint slides that leave a lasting impression on your audience.

By humans, for humans - Best rated articles:

Excel report templates: build better reports faster, top 9 power bi dashboard examples, excel waterfall charts: how to create one that doesn't suck, beyond ai - discover our handpicked bi resources.

Explore Zebra BI's expert-selected resources combining technology and insight for practical, in-depth BI strategies.

We’ve been experimenting with AI-generated content, and sometimes it gets carried away. Give us a feedback and help us learn and improve! 🤍

Note: This is an experimental AI-generated article. Your help is welcome. Share your feedback with us and help us improve.

Use PowerPoint Web App in a SharePoint library

With PowerPoint Web App, you can review your team’s slides or step through a presentation in your web browser, without waiting for PowerPoint to open the presentation on your computer.

Go to a document library on your SharePoint site, and then click the link associated with the PowerPoint presentation.

Click the arrow buttons at the bottom of the display to step through the slides, or click Start Slide Show to play the slide show in full-screen view.

Quickly add some slides

If your colleague wants you to add a few slides to the team presentation, you can quickly do that in your browser.

Click Edit in Browser .

Click New Slide .

If you want to make changes to the presentation beyond what you can do in the browser, do this:

On the Home tab click Open in PowerPoint .

In PowerPoint, save the presentation. It is saved back on the SharePoint site.

Print from the browser

To print the slides, click the File tab, and then click Print .

Note:  A PDF viewer is required for printing in PowerPoint Web App.

More information

For more information about using PowerPoint Web App see PowerPoint Web App at a glance and Introduction to PowerPoint Web App .

Need more help?

Want more options.

Explore subscription benefits, browse training courses, learn how to secure your device, and more.

Microsoft 365 subscription benefits

Microsoft 365 training

Microsoft security

Accessibility center

Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge.

Ask the Microsoft Community

Microsoft Tech Community

Windows Insiders

Microsoft 365 Insiders

Was this information helpful?

Thank you for your feedback.

• My presentations

Auth with social network:

Download presentation

We think you have liked this presentation. If you wish to download it, please recommend it to your friends in any social system. Share buttons are a little bit lower. Thank you!

Presentation is loading. Please wait.

SharePoint Capabilities

Published by Ella Bryant Modified over 8 years ago

Similar presentations

Presentation on theme: "SharePoint Capabilities"— Presentation transcript:

ObjectWin Confidential ObjectWin Corporate Presentation.

United Software Associates Best Minds Together United Software Associates Best Minds Together Welcome to… Presentation on Information Technology Services.

KO-Softwares.

Enterprise Search with FAST Rick McDannel Manager of Information Technology.

Corporate Profile.  A Global IT Services and Solutions Provider  Founded in 1996  Offshore Development Center of US based company – CI Globaltech LLC.

Savvycom JSC. Company Profile. Founded in ~50 experienced Consultants and Engineers from Germany & Vietnam. Work with clients in US, Europe, Australia.

Power BI Sites and Mobile BI. What You Will Learn Sharing and Collaboration Introducing Power BI Exploring Power BI Features and Services Partner Opportunities.

Recruitment support and Consulting. About us Incorporated in 2007 Headquartered in Atlanta, USA Privately held, self funded company A Senior management.

About KARMA Key Facts Founded: 2006 Services Offered: Business Consulting, Applications & Business Process Outsourcing Employees: 50+ Technology HQ: Kolkata,

Tom Sheridan IT Director Gas Technology Institute (GTI)

Corporate Overview.

Corporate Profile.

1 Chapter 7 IT Infrastructures Business-Driven Technology

Web & Mobile Development for Enterprise Solution Enterprise projects | Offshore/Onshore software development.

Greg Pierce| Concerto Cloud Services Which Cloud is Right for Microsoft CRM?

ISO 9001:2008 Certified company.

SIRUSTI, Company Profile

Pseudos Technologies Private Limited

CORPORATE PROFILE

CORPORATE PROFILE Software Solutions Private Limited Page 1 of 9

About project

© 2024 SlidePlayer.com Inc. All rights reserved.

7 Secrets of a Winning Capabilities Presentation

Published: October 12, 2020

As a B2B sales pro or account executive, you know how important it is to make a good first impression with a potential client. However, in today’s competitive business environment when buyers are experiencing Zoom fatigue and information overload, making a good first impression and standing out from the competition is no easy feat.

Endless pitch decks that focus more on the seller’s desire to land the deal than the needs of the customer are disengaging and tiresome for buyers who are overwhelmed with options. Set your company apart from the rest by keeping your prospect’s needs front-and-center in a well thought-out capabilities presentation that is more about the client than your desire to sell to them.

Capabilities Presentation

The purpose of a capabilities presentation is to demonstrate your organization’s ability to meet the customer’s needs, or to support the customer in solving a business-related problem.

Capabilities presentations usually aren’t necessary for low-value or direct-to-consumer deals. However, for those selling services within an agency model, or B2B, a thorough presentation on the specific ways your company can provide value for the potential customer can create a sense of demand, encouraging them to sign with you.

When delivered properly, a capabilities presentation can provide a valuable competitive advantage. When not done correctly, a capabilities presentation can feel like a long, drawn out sales pitch that is easy to ignore.

Here’s how to create a winning capabilities presentation to win over your ideal clients.

Capabilities Deck

Having a solid capabilities deck is a must. While you will be presenting the information, the quality of the visuals along with their ability to support the verbal statements you make during the presentation can make all the difference in winning over a new client or account.

Here are the elements you’ll want to include in your capabilities deck to make a stellar first impression.

1. A (very) brief agency or company overview.

The keyword here is brief. Many companies start their capabilities neck on an uninspiring note by making the presentation all about them. But the presentation should actually be all about the customer .

Provide a brief introduction of who you are, and what services your agency provides to begin building necessary rapport. Don’t make yourself or your agency the sole focus of the presentation. Give the potential client just enough information to understand who you are and what you are about.

2. A clear understanding of the client’s business and current challenge.

Once your potential client has a basic understanding of who you are and what your agency offers at a high level, begin shifting your focus to the needs of the client.

If you are already familiar with the client’s challenge, reiterate your understanding and engage in dialogue with them to ask follow-up questions about their current state and ideal future state. If you are not familiar with the client’s challenge, use this time for an open discussion. Ask the potential client what their pain points are, and what kind of support they are looking for.

Use active listening skills to demonstrate your interest in helping the client solve their problem, and to confirm your understanding of what they need help with.

3. Why your company can deliver the ideal solution to the client’s challenge.

Now that you have heard the client explain their challenge in their own words, convey why your agency is capable of helping them solve their problem.

Again, make sure you focus on why your agency is well-equipped to help your client solve the problem previously shared with you. Avoid making this part of the conversation all about your agency. Instead, make sure the potential client understands what your agency can do for them .

4. Case studies showing results for the bottom-line.

While you are sharing why your company is the best fit for meeting the client’s needs, provide testimonials and case studies from former clients who had similar needs. Share clear, easy-to-understand data that demonstrates your value to your former client’s bottom line.

The goal here is to communicate the results your company can provide, positioning your partnership as a worthwhile investment for the potential client. Providing data demonstrating the results you’ve accomplished also helps build trust with your new contact.

5. What support from your company entails.

If you haven’t already, outline what your agency’s support and service practices look like. Detail what the client can expect once they sign with you, and use this time to answer any additional questions they have regarding what level of support your agency is able to provide.

6. Time and space to engage.

The entire presentation should feel conversational, not like the potential client is receiving a never-ending pitch. Throughout the deck, make sure you leave ample time and space for the potential client to ask questions, give feedback, and share their experiences.

Doing so will keep them engaged, help them feel heard and understood, and will provide valuable insight into how you can better support them if they choose to work with you.

7. Next steps for working together.

Finally, share what the next steps are for working together. This can include providing necessary details of your onboarding process, or outlining what the decision-making process looks like on their end. Make sure everyone involved in the meeting is clear on what the next steps are to keep the deal moving, and create an actionable timeline for all stakeholders.

Capabilities Presentation Examples

Now that you know what your capabilities deck should entail, let’s review a few examples of strong capabilities presentations.

In this capabilities deck , Oktopost keeps their services and offerings that would likely excite potential clients front and center. While going through this presentation, the potential client can learn exactly why using this tool would make their life easier, which should be the goal of the presentation.

Malik Media Agency

Creative agency Malik Media shares valuable case studies and demonstrated results from past projects in this capabilities deck. Doing so can help build confidence in your business for the potential client.

Capabilities Presentation Templates

No need to recreate the wheel while creating your capabilities presentation. Use one of these templates to get you started.

1. Agency Deck Template

Image Source

This pitch deck template from Sprout Social is a solid option for agency partners who are pitching their services to new accounts. The template is fully customizable in Google Slides, and has over 80 slides that can be tailored to your needs.

2. Content-Focused Pitch Deck

If your agency focuses on content marketing or other strategic support, this client marketing pitch deck could be a good fit. It’s visual, easy to customize, and can help you speak to the needs of your potential client.

3. Classic Pitch Deck

This clean, well-designed presentation template from Creative Market has everything you need to craft a winning pitch. It features over 113 slides that you can suit to your unique talking points, and is compatible with both PowerPoint and Google Slides for easy access.

When you engage with your potential clients in a way that puts their needs at the forefront, they are more likely to trust and want to work with you. For more advice on creating a winning pitch for potential clients and customers, check out this post .

Don't forget to share this post!

Related articles.

10 Best Sales Presentations To Inspire Your Sales Deck [+ 5 Tips]

15 Sales Presentation Techniques That Will Help You Close More Deals Today

9 Ways to End Your Sales Presentation With a Bang

7 Apps That Help Salespeople Become Even Better Speakers

Insight Selling: The 8-Slide Framework for a Better Pitch

The Best Work-Appropriate GIFs to Use in Your Next Sales Slide Deck

How to Make a Business Presentation in 7 Easy Steps [Free Business Presentation Templates]

The 8 Types of Presentation Styles: Which Category Do You Fall Into?

How to Handle Difficult Sales Calls Like a Pro

Technology Give You the Middle Finger in a Demo? 7 Reactions to Avoid

Pro Tactics For Mastering Every Type of Sales Deal

Powerful and easy-to-use sales software that drives productivity, enables customer connection, and supports growing sales orgs

This browser is no longer supported.

Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support.

Maturity Model for Microsoft 365 - Introduction

• 11 contributors

This is an open-source article with the community providing support for it. For official Microsoft content, see Microsoft 365 documentation .

We often hear from people in the community that they know they aren't using Microsoft 365 capabilities as fully or as efficiently as they would like. Sometimes this can be an existential dread rather than a specific set of clear ideas about what is missing or what to do to work smarter.

Taking a holistic view of the technology through the lens of the Maturity Model for Microsoft 365 and gaining an understanding of current state vs. desired state can help organizations in these important ways:

• Understand and compare options for solving business problems
• Focus time, energy, and resources on the right priorities
• Identify the budget and resources needed to move ahead
• Establish a baseline to show improvement over time

Maturity Model for Microsoft 365 summary

The Microsoft 365 platform is vast and changes rapidly, but business needs are common and slower. The Maturity Model for Microsoft 365 concentrates on defining a set of business competencies, that resonate with Microsoft 365 yet underpin real business activities. Together, the documents create a set of tools, not just information. These should allow organizations to figure out where they are in any function or department and what ‘better’ entails. Not only should the Maturity Model for Microsoft 365 not be about features, but it shouldn't be just about IT either; so we it uses common language that all sorts of business roles can understand so that everyone can use the model.

In developing a maturity model for Microsoft 365 we aimed to create a toolkit which follows a set of principles:

• Non-partisan, i.e. informed by but not driven by today’s features in any specific platform
• Led by business needs rather than technology features
• Identifies key business *and- technical competencies
• Enables organizations to evaluate the current state in a systematic and consistent way
• Applicable to various roles in the organization

Competencies

• Business Process
• Collaboration
• Communication
• Customization & Development
• Governance, Risk, and Compliance
• Infrastructure
• Management of Content
• People & Communities
• Staff & Training

In progress

• Data & Analytics

Maturity Levels

The 5 levels within the Maturity Model for Microsoft 365 can be summarized as:

Level 100 - Initial

• Default, starting/exploratory state
• People driven processes, lacking documentation and discipline
• Many ways of doing the same thing (with variable results)
• Characterized by inefficient legacy approaches and pockets of un-managed innovation

Level 100 - Keywords

Ad hoc, reactive, uncontrolled, chaotic, unstable

Level 200 - Managed

• Key processes defined but not standardized, uniformly or strongly applied
• Some ability to demonstrate consistent outcomes
• Limited buy-in from staff and management
• Widespread inconsistency and resistance

Level 200 - Keywords

Routine, legacy, firefighting, variable, personally managed

Level 300 - Defined

• Defined and standardized
• Signed off, managed process
• Limited validation of effectiveness, doesn’t include edge cases
• Process users demonstrate familiarity

Level 300 - Keywords

Documented, policy-driven, planned, controlled, stable

Level 400 - Predictable

• Actively managed in accordance with agreed processes and has tracked metrics
• Effective achievement can be evidenced across a range of operational conditions
• Process has been tested and refined
• Process users demonstrate competence

Level 400 - Keywords

Productive, interactive, responsive, enhanced, effective, adaptable, quality

Level 500 - Optimizing

• Deliberate and systematic process improvement/optimization
• Focus is on continually improving process performance
• Management of the processes are concerned with addressing statistical common causes of process variation and changing the process to improve process performance

Level 500 - Keywords

Optimal, systematic, statistical, improvement-focus, automated, assured, proactive

What's next?

The goal of expanding the SPMM to the Microsoft 365 level is to help practitioners in the community think through how they can improve their capabilities or decide which capabilities matter most to them. These decisions should be based not just on the technology capabilities themselves, but driven by specific outcome objectives derived from the organizational strategy, possibly at a reasonably granular level as well as at the over-arching organization level.

Our goal is to apply the same core competencies that were the core of the original SharePoint Maturity Model, updated and extended to reflect the current business and technical environment. As Microsoft 365 is a much deeper and wider toolkit, the project is creating a guidance document for each competency, in a consistent format. Although these are clearly linked to Microsoft 365, we have deliberately avoided detailing particular features and functions, focusing on the business needs and processes in the competency documents. We will continue to expand the document set to drill into the technologies; provide a ‘how to’ for achieving different levels with the tools Microsoft 365 provides; and highlight some practical scenarios.

Origin of the Maturity Model for Microsoft 365

Join the Maturity Model Practitioners : Every month we host sessions exploring the value and use of the Microsoft 365 Maturity Model and how you can successfully develop your organization using Microsoft 365. Each of these sessions focus on building a community of practitioners in a safe space to hone your pitch, test your thoughts, or decide how to promote your use of the Maturity Model. Sessions may also include a brief presentation about the Maturity Model including recent updates.

Principal authors :

• Marc D Anderson, MVP
• Simon Doy, MVP
• Simon Hudson, MVP
• Emily Mancini, MVP, UXMC
• Sadie Van Buren

The MM4M365 core team has evolved over time. These are the people who have been a part of it.

Core team :

• Sharon Weaver
• Sadalit (Sadie) Van Buren

Microsoft 365 community content

Coming soon: Throughout 2024 we will be phasing out GitHub Issues as the feedback mechanism for content and replacing it with a new feedback system. For more information see: https://aka.ms/ContentUserFeedback .

Submit and view feedback for

Additional resources