Level Up M365

By Joe Cole

Level Up M365 is a podcast where we aim to demystify the Microsoft 365 platform from an in-the-weeds perspective. Topics may vary, and even meander at times, but we focus on the collaboration apps lik... more

· Technology

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FAQs about Level Up M365:

How many episodes does Level Up M365 have?

The podcast currently has 12 episodes available.

Level Up M365 episodes:

February 17, 2025#12 Fireside Chat Agentic AI vs Generative AI Chat Bot
AI Summary
Chatbots are reactive; they respond when prompted (e.g., retrieving a calendar event when asked).
Agentic AI (Autonomous Bots) take proactive actions based on predefined conditions (e.g., monitoring tasks for inactivity and flagging overdue ones).Use Case Example: In software development, an agentic bot could take requirements from a structured document, set up databases, create UI forms, and generate Power BI dashboards—automating much of the early development work.
Differentiation: Autonomous bots are typically specialized in a narrow task, while chatbots are broader in scope but less in-depth. IE. Password reset, queries on HR policies, onboarding FAQ, etc.

Links
Microsoft Blog autonomous agents - https://blogs.microsoft.com/blog/2024/10/21/new-autonomous-agents-scale-your-team-like-never-before/
Copilot Chat Bot - https://www.microsoft.com/en-us/microsoft-copilot/copilot-101/what-is-a-chatbot
checkout my Copilot AI category for my details - https://levelupm365.com/category/microsoft/copilot/
AI Generated Transcription - https://levelupm365.com/portfolio/podcast-12-fireside-chat-autonomous-agentic-agents-vs-generative-ai-chat-bot-ai-transcripts/

If this was helpful consider following the show and view the website for more resources - https://levelupm365.com/
...more
9min
January 20, 2025 #11 New Teams Chat UI and Calendar plus fun with chat bots
Episode Summary
- New Teams chat UI and calendar coming your way.
- Renaming the Teams general channel.
- Formatting text with chat bots.

Links
- Blog Post on New Teams UI- https://www.linkedin.com/pulse/new-microsoft-teams-chat-ui-coming-your-way-joe-cole-24pbe/?trackingId=Zf3d2Y09RLCNVgwfmhUWGg%3D%3D
- Follow site for my juicy m365 tips - https://levelupm365.com
- AI Generated Transcript - https://levelupm365.com/portfolio/podcast11-new-teams-chat-ui-and-calendar-plus-fun-with-chat-bots-ai-generated-transcript/
...more
19min
November 01, 2024 #10 Fireside Chat Increase ROI on M365, reduce data leakage
Episode Summary
Think strategically about adoption and modularity with M365.
Get familiar with low-code tools, explore existing configurations, and aim for scalable solutions that other departments can reuse.
Don't ignore easy governance, and be cautious of moving towards a commercial off-the-shelf (COT) solution simply because you think it will be easier to implement.

Show Notes
How to Dedupe data (remove duplicate values) using Power Automate - https://www.youtube.com/watch?v=tp0jLnmKcEs&t=316s
Book a room app in Power Apps - https://www.youtube.com/watch?v=OlrUFzfLusY
AI Generated Transcript here (there will be typos) - https://levelupm365.com/portfolio/podcast-episode-10-transcript/

Be sure to subscribe and checkout the main site for more juicy M365 goodness! ⁠⁠https://levelupm365.com/
...more
9min
October 01, 2024#9 Where do I store stuff on M365 | SharePoint vs Teams vs OneDrive
Topics covered
In the News, Updates to Lists such as a rating system, colored folders in OneDrive, and a crucial updated needed for the MS Forms to Excel Sync

M365 Storage Options, SharePoint vs Teams vs OneDrive. We even touch on private folders, guest access, give some thoughts on Azure files, SharePoint attachments and Azure Blog storage.

Tip of the day around solid Loop updates

Reference Links
M365 Storage options, where do I store what? SharePoint vs Teams vs OneDrive, etc. - https://levelupm365.com/2024/09/07/m365-storage-options-where-do-i-store-what-sharepoint-vs-teams-vs-onedrive-etc/

Microsoft OneDrive for Business: Colored folders in the OneDrive folder in Microsoft Windows File Explorer, Colored folders introduced on OneDrive web mid-2023 will be available in Windows File Explorer for OneDrive folders starting mid-September 2024. Users can view and manage folder colors directly in File Explorer. The feature will be on by default with no admin action required. - https://admin.microsoft.com/?ref=MessageCenter/:/messages/MC878504

Microsoft SharePoint and Microsoft Teams: Update on new Microsoft Lists rollout. Coming soon to Microsoft SharePoint and Lists in Microsoft Teams: An updated Microsoft Lists. This rollout introduces new features to users, including the ability to add ratings to any list, drag and/or paste images directly into a list, see who is collaborating with you in real time, switch views by clicking tabs, and more.- https://admin.microsoft.com/Adminportal/Home?ref=MessageCenter/:/messages/MC891238

Microsoft Forms | Data sync to Microsoft Excel: Support for migrating from the older solution to the new solution: Microsoft Forms will replace the older data sync to Excel with a new, more reliable solution on January 13, 2025. Users must manually migrate to the new solution, which will be available worldwide starting late September 2024. - https://admin.microsoft.com/Adminportal/Home?ref=MessageCenter/:/messages/MC855685

Microsoft Loop AMA from the Intrazone podcast - https://podcasts.apple.com/us/podcast/microsoft-loop-101-and-ama/id1359992815?i=1000670649382

Loop is getting a Files upload feature… Kind of, it's complicated (explain why). - https://levelupm365.com/2024/09/11/microsoft-loop-is-getting-a-files-upload-feature-hold-your-horses-its-complicated/

AI Generated Transcript (There will be typos) - https://levelupm365.com/portfolio/podcast-episode-9-ai-generated-transcript/

Be sure to subscribe and checkout the main site for more juicy M365 goodness! ⁠https://levelupm365.com/
...more
30min
August 26, 2024#8 KANBAN Board Supremacy + New Loop and SharePoint eSignature
Topics covered
Loop Guest Access

SharePoint eSignature

M365 KANBAN options

Document Processing using AI

Reference Links
eSignature release in SharePoint - https://admin.microsoft.com/?ref=MessageCenter/:/messages/MC729720

Overview of eSigntaure in SharePoint from Bright Ideas Agency - https://www.youtube.com/watch?v=3VmPfcUU2xA

Loop Guest Access - https://admin.microsoft.com/?ref=MessageCenter/:/messages/MC736437

Full write up to my KANBAN post - https://levelupm365.com/2024/03/23/m365-kanban-supremacy-and-improving-communication-at-scale/

AI Document processing with Laura Rogers - Ready, Set, A.I. Builder! A Step-by-Step Guide to Microsoft's Automatic Document Processing

Be sure to checkout the main site for more juicy M365 goodness! https://levelupm365.com/
...more
22min
May 17, 2024 #7 Fireside Chat About AI Bots
Hello and welcome to another fireside chat. Today we are going to talk about the top (3) chat bots that are out there from a philosophical perspective is Google's Gemini the artist formerly known as Bard. Chat GPT, and Microsoft CoPilot.

If you like this type of content, be sure to checkout the site: ⁠https://levelupm365.com/
...more
8min
February 20, 2024#6 Collaborative Notes in Microsoft Teams
In today's episode we cover the topics below,
Under the message radar we talk about Loop components
in Channels and Collaborative Notes in Microsoft Teams.

The content of the day is related to Joe's thoughts on using Collaborative Notes in Microsoft Teams along with some tips and tricks for better meeting minutes.

We wrap up the episode with some neat tricks on de-duping data using a Power Automate expression called the Union.
Be sure to checkout the companion post on the main site here: https://levelupm365.com/2024/02/20/6-collaborative-notes-in-microsoft-teams/
...more
27min
December 07, 2023#5 SharePoint Sync vs One Drive Shortcut
In today's episode we going to talk about
A new Segment introduction, and that is the Microsoft Message Center News that stuck out to me. Specifically, we are going to talk about App
name change for Microsoft Project for the web, and the Planner app convergence.

We talk about the SharePoint Sync vs OneDrive Shortcut button.

And then we close with the tip of the day.

References
AI Generated Transcript - https://levelupm365.com/portfolio/podcast-episode-5-sharepoint-sync-vs-one-drive-shortcut-ai-generated-transcript/

The Planner blog post - https://aka.ms/thenewplanner

If you would like to know more all the task management on M365 view my post here - https://levelupm365.com/2022/07/26/the-state-of-tasks-in-microsoft-365/

Tip of the day, https://levelupm365.com/2023/12/06/easily-transcribe-your-audio-recordings-with-microsoft-word-add-names-and-timestamps/
...more
23min
December 01, 2023 #4 Cautions on AI
Today's episode is more of a fireside chat format where I talk about some of the concerns I have with generative AI (Gen AI) in the enterprise. I am not an expert here, and there's still a lot more to say on this topic. But this little chat is to simply start the conversation. Enjoy!

Here is the link to the AI Generated Transcript -https://levelupm365.com/portfolio/episode-4-ai-insights-with-joe-ai-generated-transcripts/

Be sure to subscribe/follow the socials to the site to stay in the know!
https://levelupm365.com/subscribe-social-page/
...more
10min
November 28, 2023 #3 The State of Tasks in Microsoft 365
Below is a paste of the companion write up to his episode. I would highly recommend checking it out as I have supplied a table comparison chart that might help expedite your decision making process.
Here is the link -
https://levelupm365.com/2022/07/26/the-state-of-tasks-in-microsoft-365/

Also, subscribe to the site pasted below, and follow us on your Podcast apps to stay informed!
https://levelupm365.com/

...more
13min

FAQs about Level Up M365:

How many episodes does Level Up M365 have?

The podcast currently has 12 episodes available.

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